Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38New |
$957 - $1K
|
38
$970
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26+ 0.81% |
$655 - $686
|
3.24K
$82.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14+ 0.74% |
$353 - $369
|
1.9K
$48.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
5+ 0.07% |
$126 - $132
|
7.1K
$181K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 0.08% |
$50.4 - $52.8
|
2.41K
$61.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$25.2 - $26.4
|
1
$25.5
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$25.2 - $26.4
|
1
$25.5
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.11% |
$25.2 - $26.4
|
950
$24.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.52% |
$75.6 - $79.2
|
570
$14.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3- 0.47% |
$75.6 - $79.2
|
638
$16.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-5- 0.16% |
$126 - $132
|
3.08K
$78.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-6- 2.46% |
$151 - $158
|
238
$6.07K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 0.35% |
$353 - $369
|
4K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-58- 24.89% |
$1.46K - $1.53K
|
175
$4.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-67- 50.0% |
$1.69K - $1.77K
|
67
$1.71K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-70- 6.8% |
$1.76K - $1.85K
|
960
$24.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-70- 39.11% |
$1.76K - $1.85K
|
109
$2.78K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-87- 21.91% |
$2.19K - $2.3K
|
310
$7.91K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-90- 0.54% |
$2.27K - $2.38K
|
16.6K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-117- 0.19% |
$2.95K - $3.09K
|
61.9K
$1.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-152- 0.15% |
$3.83K - $4.01K
|
98.9K
$2.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-207- 1.67% |
$5.21K - $5.46K
|
12.2K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-216- 2.2% |
$5.44K - $5.7K
|
9.6K
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-217- 0.96% |
$5.47K - $5.73K
|
22.5K
$573K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-243- 0.71% |
$6.12K - $6.41K
|
33.9K
$864K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-279- 0.66% |
$7.03K - $7.36K
|
41.7K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-386- 59.48% |
$9.72K - $10.2K
|
263
$6.71K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-467- 3.01% |
$11.8K - $12.3K
|
15K
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-479- 1.31% |
$12.1K - $12.6K
|
36.1K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-489- 1.33% |
$12.3K - $12.9K
|
36.4K
$928K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-531- 14.43% |
$13.4K - $14K
|
3.15K
$80.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-572- 5.78% |
$14.4K - $15.1K
|
9.33K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-579- 4.19% |
$14.6K - $15.3K
|
13.2K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-601- 5.29% |
$15.1K - $15.9K
|
10.8K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-637- 1.61% |
$16K - $16.8K
|
38.9K
$992K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-763- 4.83% |
$19.2K - $20.1K
|
15K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-840- 4.69% |
$21.2K - $22.2K
|
17.1K
$435K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-928Closed |
$23.4K - $24.5K
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.15K- 12.75% |
$29K - $30.3K
|
7.87K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.18K- 12.14% |
$29.6K - $31.1K
|
8.52K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.27K- 70.87% |
$31.9K - $33.4K
|
520
$13.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.34K- 1.46% |
$33.6K - $35.2K
|
90.1K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.34K- 84.71% |
$33.8K - $35.4K
|
242
$6.18K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.35K- 55.49% |
$34.1K - $35.7K
|
1.09K
$27.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.46K- 29.63% |
$36.7K - $38.4K
|
3.46K
$88.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.48K- 9.61% |
$37.3K - $39K
|
13.9K
$355K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.56K- 28.18% |
$39.2K - $41.1K
|
3.97K
$101K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-1.57K- 9.86% |
$39.6K - $41.5K
|
14.4K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.61K- 58.67% |
$40.7K - $42.6K
|
1.14K
$29K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.65K- 4.27% |
$41.5K - $43.5K
|
37K
$943K
|