Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.32K- 9.45% |
$82.2K - $85.8K
|
31.8K
$812K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.7K- 7.03% |
$91.6K - $95.5K
|
48.9K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-3.73K- 8.81% |
$92.4K - $96.3K
|
38.6K
$985K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.75K- 14.58% |
$92.8K - $96.8K
|
22K
$560K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.14K- 83.97% |
$102K - $107K
|
790
$20.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.23K- 32.6% |
$105K - $109K
|
8.75K
$223K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.49K- 1.97% |
$111K - $116K
|
223K
$5.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.7K- 8.6% |
$116K - $121K
|
50K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.21K- 5.15% |
$129K - $134K
|
95.9K
$2.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.25K- 5.7% |
$130K - $136K
|
86.9K
$2.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-6.05K- 43.77% |
$150K - $156K
|
7.77K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.25K- 3.37% |
$155K - $161K
|
179K
$4.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.95K- 26.55% |
$172K - $179K
|
19.2K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.11K- 2.03% |
$176K - $184K
|
343K
$8.75M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.16K- 21.48% |
$177K - $185K
|
26.2K
$668K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.81K- 7.92% |
$193K - $202K
|
90.8K
$2.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8.4K- 22.74% |
$208K - $217K
|
28.5K
$728K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.1K- 26.75% |
$250K - $261K
|
27.6K
$705K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.2K- 10.06% |
$252K - $263K
|
90.9K
$2.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-10.2K- 6.28% |
$253K - $264K
|
152K
$3.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10.2K- 18.81% |
$253K - $264K
|
44.1K
$1.13M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11.1K- 41.07% |
$274K - $286K
|
15.9K
$405K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-11.1K- 30.32% |
$276K - $288K
|
25.6K
$654K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.2K- 24.25% |
$278K - $290K
|
35.1K
$895K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12K- 16.55% |
$297K - $310K
|
60.5K
$1.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.5K- 4.36% |
$309K - $323K
|
274K
$6.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12.6K- 18.68% |
$311K - $324K
|
54.7K
$1.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-16.7K- 42.77% |
$413K - $431K
|
22.3K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17.3K- 53.96% |
$429K - $447K
|
14.8K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.1K- 5.13% |
$448K - $467K
|
334K
$8.53M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-20.4K- 5.19% |
$505K - $526K
|
372K
$9.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-20.7K- 42.26% |
$513K - $535K
|
28.3K
$722K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-22.4K- 19.97% |
$555K - $579K
|
89.9K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-26.5K- 68.05% |
$656K - $684K
|
12.4K
$317K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-26.9K- 64.28% |
$667K - $695K
|
15K
$382K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-28.1K- 40.5% |
$697K - $727K
|
41.3K
$1.05M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-29K- 26.53% |
$718K - $749K
|
80.3K
$2.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-31K- 37.3% |
$768K - $801K
|
52.1K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-35.9K- 58.31% |
$889K - $927K
|
25.6K
$654K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.2K- 11.18% |
$971K - $1.01M
|
311K
$7.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-45K- 17.61% |
$1.11M - $1.16M
|
211K
$5.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-45.9K- 7.71% |
$1.14M - $1.19M
|
549K
$14M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-54.6K- 0.69% |
$1.35M - $1.41M
|
7.83M
$200M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-81.1K- 18.87% |
$2.01M - $2.09M
|
349K
$8.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-83.9K- 85.73% |
$2.08M - $2.17M
|
14K
$356K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-91.1K- 43.08% |
$2.26M - $2.35M
|
120K
$3.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-91.5K- 2.34% |
$2.27M - $2.36M
|
3.82M
$97.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-95.3K- 28.68% |
$2.36M - $2.46M
|
237K
$6.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-203K- 8.02% |
$5.02M - $5.23M
|
2.32M
$59.3M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-223K- 76.61% |
$5.53M - $5.77M
|
68.2K
$1.74M
|