Purchases and Sales Made in Q2 2025 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 2025. 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 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
290K+ 10.61% |
$7.43M - $7.65M
|
3.03M
$78.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
37.1K+ 29.76% |
$948K - $976K
|
162K
$4.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
35.1K+ 16.46% |
$899K - $926K
|
249K
$6.47M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
26.1K+ 11.1% |
$667K - $687K
|
261K
$6.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
15.2K+ 14.15% |
$388K - $400K
|
123K
$3.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
12KNew |
$307K - $316K
|
12K
$312K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8.17KNew |
$209K - $215K
|
8.17K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
6.16K+ 1.02% |
$157K - $162K
|
610K
$15.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
6.02K+ 18.04% |
$154K - $159K
|
39.4K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.92K+ 16.87% |
$100K - $103K
|
27.1K
$705K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4K+ 7236.17% |
$87K - $89.6K
|
3.45K
$89.6K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.95K+ 1.72% |
$49.8K - $51.3K
|
115K
$3M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.83K+ 1.27% |
$46.8K - $48.3K
|
146K
$3.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.53K+ 8.75% |
$39.1K - $40.2K
|
19K
$494K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
839New |
$21.5K - $22.1K
|
839
$21.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
632New |
$16.2K - $16.6K
|
632
$16.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$5.11K - $5.27K
|
200
$5.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
186+ 2.02% |
$4.76K - $4.9K
|
9.41K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
151+ 0.86% |
$3.86K - $3.98K
|
17.7K
$459K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
77+ 4.61% |
$1.97K - $2.03K
|
1.75K
$45.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
51+ 0.44% |
$1.3K - $1.34K
|
11.7K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22New |
$563 - $579
|
22
$572
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-73- 23.17% |
$1.87K - $1.92K
|
242
$6.29K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-75- 0.42% |
$1.92K - $1.98K
|
18K
$467K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-90- 0.24% |
$2.3K - $2.37K
|
36.9K
$958K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-111- 1.23% |
$2.84K - $2.92K
|
8.9K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-119- 0.12% |
$3.04K - $3.13K
|
99.4K
$2.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-172- 0.46% |
$4.4K - $4.53K
|
37.5K
$975K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-206- 4.68% |
$5.27K - $5.43K
|
4.2K
$109K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-405- 4.22% |
$10.4K - $10.7K
|
9.2K
$239K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-417- 3.88% |
$10.7K - $11K
|
10.3K
$269K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-640- 28.57% |
$16.4K - $16.9K
|
1.6K
$41.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-720- 8.27% |
$18.4K - $19K
|
7.99K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-986- 4.83% |
$25.2K - $26K
|
19.4K
$505K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.08K- 91.16% |
$27.7K - $28.5K
|
105
$2.73K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.43K- 13.43% |
$36.6K - $37.7K
|
9.22K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.75K- 2.16% |
$44.7K - $46K
|
79.2K
$2.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-2.07K- 38.01% |
$52.8K - $54.4K
|
3.37K
$87.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.78K- 40.76% |
$71.1K - $73.2K
|
4.04K
$105K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.13K- 4.48% |
$80.1K - $82.5K
|
66.7K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.39K- 28.2% |
$112K - $116K
|
11.2K
$290K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.72K- 29.8% |
$121K - $124K
|
11.1K
$289K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.34K- 5.06% |
$162K - $167K
|
119K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-6.52K- 14.31% |
$167K - $172K
|
39K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.7K- 32.06% |
$197K - $203K
|
16.3K
$424K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-13.4K- 53.51% |
$343K - $353K
|
11.6K
$303K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-13.9K- 37.07% |
$355K - $365K
|
23.5K
$612K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-18.9K- 57.77% |
$482K - $497K
|
13.8K
$358K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-23.4K- 2.12% |
$598K - $616K
|
1.08M
$28M
|