Purchases and Sales Made in Q2 2023 in Spdr Ser Tr Spdr Portfolio Tip (SPIP)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Tip (SPIP) during Q2 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO TIP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-6.13K- 67.29% |
$157K - $163K
|
2.98K
$76K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.15K- 18.59% |
$158K - $164K
|
26.9K
$688K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-6.29K- 2.69% |
$162K - $168K
|
228K
$5.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6.49K- 33.41% |
$167K - $173K
|
12.9K
$330K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.87K- 1.92% |
$177K - $183K
|
351K
$8.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-7.45K- 19.37% |
$192K - $199K
|
31K
$792K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.77K- 3.05% |
$200K - $207K
|
247K
$6.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-8.02K- 21.0% |
$206K - $214K
|
30.2K
$770K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8.11K- 15.39% |
$208K - $216K
|
44.6K
$1.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.38K- 16.86% |
$241K - $250K
|
46.3K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-9.45K- 50.85% |
$243K - $252K
|
9.13K
$233K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.94K- 8.82% |
$256K - $265K
|
103K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10K- 9.25% |
$258K - $268K
|
98.6K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 32.58% |
$286K - $297K
|
23K
$588K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-12.7K- 20.65% |
$327K - $340K
|
49K
$1.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12.9K- 7.26% |
$331K - $344K
|
164K
$4.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.6K- 23.37% |
$375K - $390K
|
47.9K
$1.22M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-14.8K- 38.79% |
$381K - $396K
|
23.4K
$597K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-15.3K- 30.38% |
$394K - $409K
|
35.1K
$895K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-15.5K- 1.21% |
$398K - $413K
|
1.26M
$32.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-16.1K- 55.34% |
$413K - $429K
|
13K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.4K- 29.3% |
$446K - $463K
|
41.9K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-20.7K- 22.18% |
$531K - $552K
|
72.5K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21K- 23.74% |
$541K - $561K
|
67.6K
$1.72M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21K- 23.74% |
$541K - $561K
|
67.6K
$1.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-22.7K- 12.27% |
$584K - $607K
|
163K
$4.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-24.3K- 39.66% |
$624K - $648K
|
36.9K
$942K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-24.7K- 69.2% |
$635K - $660K
|
11K
$281K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.5K- 20.14% |
$655K - $680K
|
101K
$2.58M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.1K- 6.91% |
$672K - $697K
|
352K
$8.99M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-29.3K- 30.38% |
$754K - $783K
|
67.2K
$1.72M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-30.7K- 11.24% |
$790K - $820K
|
243K
$6.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-31K- 61.4% |
$796K - $827K
|
19.5K
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40.9K- 81.02% |
$1.05M - $1.09M
|
9.58K
$244K
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-43.3K- 42.65% |
$1.11M - $1.16M
|
58.2K
$1.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-47K- 78.37% |
$1.21M - $1.25M
|
13K
$331K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-47.2K- 41.94% |
$1.21M - $1.26M
|
65.4K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-48.9K- 47.34% |
$1.26M - $1.3M
|
54.4K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49K- 11.46% |
$1.26M - $1.31M
|
378K
$9.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-55K- 52.43% |
$1.41M - $1.47M
|
49.9K
$1.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-74.1K- 16.25% |
$1.9M - $1.98M
|
382K
$9.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-80.4K- 42.52% |
$2.07M - $2.15M
|
109K
$2.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-107K- 11.4% |
$2.76M - $2.86M
|
833K
$21.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-112K- 25.19% |
$2.88M - $2.99M
|
332K
$8.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-120K- 36.29% |
$3.1M - $3.22M
|
211K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-127K- 12.64% |
$3.27M - $3.4M
|
880K
$22.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-147K- 73.66% |
$3.78M - $3.93M
|
52.6K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-159K- 24.53% |
$4.09M - $4.25M
|
490K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-162K- 3.98% |
$4.17M - $4.33M
|
3.91M
$99.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-195K- 51.25% |
$5M - $5.2M
|
185K
$4.73M
|