Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23K+ 14.56% |
$714K - $733K
|
181K
$4.63M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
22.9K+ 39.84% |
$709K - $728K
|
80.3K
$2.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22.3K+ 7.1% |
$691K - $710K
|
336K
$8.59M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.4KNew |
$662K - $679K
|
21.4K
$545K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
21.3K+ 262.6% |
$660K - $678K
|
29.4K
$751K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
21.3K+ 262.6% |
$660K - $678K
|
29.4K
$751K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
20.9KNew |
$646K - $664K
|
20.9K
$532K
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20.7K+ 12.74% |
$642K - $659K
|
183K
$4.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
20.3KNew |
$629K - $646K
|
20.3K
$518K
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.3KNew |
$596K - $613K
|
19.3K
$491K
|
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
BUY
|
- |
19.1KNew |
$592K - $608K
|
19.1K
$487K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.9K+ 143.8% |
$587K - $603K
|
32.1K
$819K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.3K+ 38.26% |
$566K - $582K
|
66.1K
$1.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
18.1K+ 3.49% |
$560K - $576K
|
536K
$13.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.1K+ 116.22% |
$560K - $575K
|
33.6K
$858K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17.2K+ 32.35% |
$531K - $546K
|
70.2K
$1.79M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17.2K+ 32.35% |
$531K - $546K
|
70.2K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
15.6K+ 3.08% |
$483K - $496K
|
522K
$13.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 33.12% |
$482K - $495K
|
62.5K
$1.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.9K+ 46.66% |
$462K - $474K
|
46.9K
$1.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
14.6K+ 16.13% |
$452K - $464K
|
105K
$2.68M
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
14.1KNew |
$438K - $450K
|
14.1K
$361K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13.4K+ 39.2% |
$416K - $427K
|
47.6K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13KNew |
$403K - $414K
|
13K
$332K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9K+ 11.1% |
$401K - $412K
|
129K
$3.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 12.76% |
$400K - $411K
|
114K
$2.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.8K+ 49.73% |
$396K - $406K
|
38.4K
$981K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.6K+ 3.34% |
$391K - $401K
|
390K
$9.95M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.6K+ 171.38% |
$389K - $399K
|
19.9K
$507K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
12.4KNew |
$386K - $396K
|
12.4K
$318K
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
12.4KNew |
$383K - $393K
|
12.4K
$315K
|
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12.2KNew |
$379K - $389K
|
12.2K
$312K
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
12KNew |
$371K - $381K
|
12K
$306K
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.5K+ 12.6% |
$326K - $335K
|
94K
$2.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.18K+ 48.01% |
$253K - $260K
|
25.2K
$643K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.71K+ 41.89% |
$239K - $245K
|
26.1K
$666K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
7.57K+ 5.98% |
$235K - $241K
|
134K
$3.42M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
6.69KNew |
$207K - $213K
|
6.69K
$171K
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
6.65KNew |
$206K - $212K
|
6.65K
$170K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.51KNew |
$202K - $207K
|
6.51K
$166K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.28K+ 21.68% |
$194K - $200K
|
35.2K
$899K
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
5.73K+ 6.53% |
$177K - $182K
|
93.5K
$2.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
5.71KNew |
$177K - $182K
|
5.71K
$146K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.69K+ 6.0% |
$176K - $181K
|
101K
$2.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.75K+ 61.0% |
$147K - $151K
|
12.5K
$320K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.66KNew |
$144K - $148K
|
4.66K
$119K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.45K+ 15.69% |
$138K - $142K
|
32.8K
$838K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.41K+ 5.13% |
$137K - $140K
|
90.3K
$2.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.06K+ 32.45% |
$126K - $129K
|
16.6K
$423K
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
4.02K+ 0.99% |
$125K - $128K
|
409K
$10.4M
|