Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.01M+ 29.1% |
$76M - $80.1M
|
13.3M
$340M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.44M+ 73.74% |
$36.4M - $38.4M
|
3.39M
$86.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
493KNew |
$12.5M - $13.2M
|
493K
$12.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
357KNew |
$9.03M - $9.53M
|
357K
$9.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
310K+ 40.29% |
$7.84M - $8.27M
|
1.08M
$27.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
250K+ 520.28% |
$6.32M - $6.67M
|
298K
$7.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
225K+ 322.77% |
$5.68M - $6M
|
294K
$7.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
215K+ 2.88% |
$5.43M - $5.73M
|
7.67M
$196M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
203KNew |
$5.14M - $5.43M
|
203K
$5.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
180K+ 171.63% |
$4.55M - $4.8M
|
285K
$7.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
140K+ 227.31% |
$3.54M - $3.73M
|
202K
$5.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
138K+ 1387.43% |
$3.48M - $3.67M
|
148K
$3.77M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
117KNew |
$2.95M - $3.11M
|
117K
$2.98M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
104K+ 133.28% |
$2.63M - $2.77M
|
182K
$4.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
76.4K+ 53.21% |
$1.93M - $2.04M
|
220K
$5.61M
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
67.1KNew |
$1.7M - $1.79M
|
67.1K
$1.71M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
66.6K+ 643.0% |
$1.68M - $1.77M
|
76.9K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
59.3KNew |
$1.5M - $1.58M
|
59.3K
$1.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
54.6KNew |
$1.38M - $1.46M
|
54.6K
$1.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
48.3K+ 506.43% |
$1.22M - $1.29M
|
57.9K
$1.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
44.9K+ 54.4% |
$1.14M - $1.2M
|
128K
$3.25M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
37.7KNew |
$953K - $1.01M
|
37.7K
$962K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
37.3KNew |
$944K - $996K
|
37.3K
$953K
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
31.8K+ 0.99% |
$805K - $849K
|
3.25M
$82.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30.4K+ 90.16% |
$767K - $810K
|
64K
$1.63M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.4K+ 11175.85% |
$667K - $703K
|
26.6K
$679K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
24.3KNew |
$614K - $647K
|
24.3K
$619K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.5K+ 5.19% |
$569K - $600K
|
456K
$11.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
19.9K+ 5.7% |
$504K - $531K
|
370K
$9.43M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
19.5K+ 5.5% |
$494K - $521K
|
375K
$9.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.2K+ 52.24% |
$485K - $512K
|
55.9K
$1.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.4KNew |
$440K - $464K
|
17.4K
$444K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
16.9KNew |
$427K - $450K
|
16.9K
$431K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.3K+ 6.61% |
$412K - $435K
|
263K
$6.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.7K+ 86.91% |
$396K - $418K
|
33.7K
$860K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 116.47% |
$349K - $369K
|
25.7K
$656K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$303K - $320K
|
12K
$306K
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 8.13% |
$292K - $308K
|
154K
$3.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
11KNew |
$278K - $293K
|
11K
$280K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
10.6K+ 2552.88% |
$268K - $283K
|
11K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.3KNew |
$260K - $275K
|
10.3K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
9.8KNew |
$248K - $261K
|
9.8K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.63KNew |
$244K - $257K
|
9.63K
$246K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.53K+ 9.97% |
$241K - $254K
|
105K
$2.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9.52KNew |
$241K - $254K
|
9.52K
$243K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.38K+ 20.27% |
$237K - $250K
|
55.7K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
8.61K+ 22.26% |
$218K - $230K
|
47.3K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8.46K+ 387.01% |
$214K - $226K
|
10.6K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
8.45K+ 5.9% |
$214K - $225K
|
152K
$3.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
8.36KNew |
$211K - $223K
|
8.36K
$213K
|