Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.07K+ 1.1% |
$26.8K - $27.4K
|
99.1K
$2.55M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.03KNew |
$25.8K - $26.3K
|
1.03K
$26.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
962New |
$24.1K - $24.6K
|
962
$24.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
928New |
$23.2K - $23.7K
|
928
$23.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
826+ 3.11% |
$20.7K - $21.1K
|
27.4K
$705K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
715+ 6.37% |
$17.9K - $18.3K
|
11.9K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
615+ 4.73% |
$15.4K - $15.7K
|
13.6K
$351K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
611+ 1.69% |
$15.3K - $15.6K
|
36.8K
$949K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
609+ 2.95% |
$15.2K - $15.6K
|
21.2K
$547K
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
513+ 4.15% |
$12.8K - $13.1K
|
12.9K
$331K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
496+ 2.15% |
$12.4K - $12.7K
|
23.6K
$607K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
445+ 44500.0% |
$11.1K - $11.4K
|
446
$11.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
324New |
$8.1K - $8.27K
|
324
$8.35K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300New |
$7.5K - $7.66K
|
300
$7.73K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
287New |
$7.18K - $7.33K
|
287
$7.39K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
262+ 2.53% |
$6.55K - $6.69K
|
10.6K
$273K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
212New |
$5.3K - $5.41K
|
212
$5.46K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
143+ 1.27% |
$3.58K - $3.65K
|
11.4K
$293K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
113New |
$2.83K - $2.89K
|
113
$2.91K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
110+ 1.57% |
$2.75K - $2.81K
|
7.1K
$183K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
90+ 0.54% |
$2.25K - $2.3K
|
16.7K
$430K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87+ 0.12% |
$2.18K - $2.22K
|
73.5K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
87+ 28.06% |
$2.18K - $2.22K
|
397
$10.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
69+ 0.7% |
$1.73K - $1.76K
|
9.9K
$255K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62+ 0.17% |
$1.55K - $1.58K
|
35.9K
$924K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
60+ 11.7% |
$1.5K - $1.53K
|
573
$14.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 0.1% |
$1.43K - $1.46K
|
59.5K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
54+ 28.42% |
$1.35K - $1.38K
|
244
$6.29K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
49+ 0.32% |
$1.23K - $1.25K
|
15.5K
$399K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
41+ 1.51% |
$1.03K - $1.05K
|
2.75K
$70.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
36+ 1.94% |
$900 - $919
|
1.89K
$48.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
32+ 39.02% |
$800 - $817
|
114
$2.94K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5+ 0.21% |
$125 - $128
|
2.4K
$61.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5+ 0.14% |
$125 - $128
|
3.68K
$94.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.18% |
$125 - $128
|
2.73K
$70.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.42% |
$100 - $102
|
949
$24.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1New |
$25 - $25.5
|
1
$25.8
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$25 - $25.5
|
1
$25.8
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8- 3.29% |
$200 - $204
|
235
$6.05K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-28- 0.02% |
$700 - $715
|
137K
$3.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-31- 0.95% |
$775 - $792
|
3.22K
$82.8K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-61- 0.14% |
$1.53K - $1.56K
|
44.4K
$1.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-80- 0.31% |
$2K - $2.04K
|
26K
$671K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-109- 3.82% |
$2.73K - $2.78K
|
2.75K
$70.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-115- 4.87% |
$2.88K - $2.94K
|
2.25K
$57.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-117- 0.1% |
$2.93K - $2.99K
|
113K
$2.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-139- 0.35% |
$3.48K - $3.55K
|
39.1K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-169- 9.65% |
$4.23K - $4.32K
|
1.58K
$40.8K
|