Purchases and Sales Made in Q4 2022 in Spdr Ser Tr Spdr Portfolio Tip (SPIP)

SPIP Quotes by TradingView

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 27, 2023 Q4 2022
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
8.3K
New
$210K - $221K
8.3K $214K
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
8.15K
New
$206K - $217K
8.15K $210K
Jan 25, 2023 Q4 2022
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
7.23K
+ 41.62%
$183K - $193K
24.6K $633K
Jan 20, 2023 Q4 2022
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
6.49K
+ 50.18%
$164K - $173K
19.4K $500K
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
5.35K
+ 32.37%
$135K - $143K
21.9K $564K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
5.05K
New
$128K - $135K
5.05K $130K
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
4.66K
New
$118K - $124K
4.66K $120K
Feb 03, 2023 Q4 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
4.5K
+ 4.08%
$114K - $120K
115K $2.96M
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
4.19K
+ 9.47%
$106K - $112K
48.5K $1.25M
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
4.11K
+ 61.99%
$104K - $110K
10.7K $277K
Feb 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
4K
+ 3.43%
$101K - $107K
121K $3.1M
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
3.7K
+ 256.13%
$93.4K - $98.6K
5.14K $132K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
3.31K
New
$83.6K - $88.1K
3.31K $85.1K
Feb 14, 2023 Q4 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
2.82K
+ 12.39%
$71.4K - $75.3K
25.6K $659K
Feb 02, 2023 Q4 2022
Altfest L J & CO Inc

BUY
 -
1.94K
+ 20.39%
$49.1K - $51.8K
11.5K $295K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.84K
+ 13.36%
$46.5K - $49.1K
15.6K $403K
Jan 31, 2023 Q4 2022
Mc Naughton Wealth Management, LLC

BUY
 -
1.69K
+ 1.68%
$42.8K - $45.1K
102K $2.63M
Feb 02, 2023 Q4 2022
Simplex Trading, LLC

BUY
 -
1.68K
New
$42.5K - $44.8K
1.68K $43.3K
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
1.44K
New
$36.4K - $38.4K
1.44K $37.1K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
1.4K
New
$35.5K - $37.4K
1.4K $36.2K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
1.4K
New
$35.5K - $37.4K
1.4K $36.2K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1.3K
New
$32.9K - $34.7K
1.3K $33.5K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
1.3K
New
$32.9K - $34.7K
1.3K $33.5K
Jun 25, 2024 Q4 2022
Transatlantique Private Wealth LLC

BUY
 -
1.16K
+ 13.94%
$29.4K - $31K
9.5K $245K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
692
New
$17.5K - $18.5K
692 $17.8K
Jan 23, 2023 Q4 2022
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
649
New
$16.4K - $17.3K
649 $16.7K
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
593
New
$15K - $15.8K
593 $15.3K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
574
+ 36.03%
$14.5K - $15.3K
2.17K $55.8K
Jan 23, 2023 Q4 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
572
+ 187.54%
$14.5K - $15.3K
877 $22.6K
Jan 17, 2023 Q4 2022
Sterling Manor Financial, LLC

BUY
 -
537
+ 1.29%
$13.6K - $14.3K
42.3K $1.09M
Feb 14, 2023 Q4 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
457
New
$11.6K - $12.2K
457 $11.8K
Feb 16, 2023 Q4 2022
Bensler, LLC

Bellevue, WA
BUY
 -
432
+ 0.23%
$10.9K - $11.5K
191K $4.91M
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
345
New
$8.72K - $9.2K
345 $8.89K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
302
New
$7.63K - $8.05K
302 $7.78K
Jan 17, 2023 Q4 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
274
+ 2.61%
$6.93K - $7.31K
10.8K $278K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
250
New
$6.32K - $6.67K
250 $6.44K
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

BUY
 -
236
+ 0.64%
$5.97K - $6.29K
37K $953K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
229
New
$5.79K - $6.11K
229 $5.9K
Feb 16, 2023 Q4 2022
American Trust

Lexington, KY
BUY
 -
204
+ 1.79%
$5.16K - $5.44K
11.6K $300K
Feb 14, 2023 Q4 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
202
+ 0.23%
$5.11K - $5.39K
87.1K $2.24M
Feb 08, 2023 Q4 2022
Washington Trust CO

BUY
 -
170
New
$4.3K - $4.53K
170 $4.38K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
128
New
$3.24K - $3.41K
128 $3.3K
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
BUY
 -
92
New
$2.33K - $2.45K
92 $2.37K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
80
+ 7.31%
$2.02K - $2.13K
1.17K $30.2K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
72
New
$1.82K - $1.92K
72 $1.85K
Feb 08, 2023 Q4 2022
Coombe, Bender & CO LLC

BUY
 -
54
+ 0.44%
$1.37K - $1.44K
12.2K $315K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
53
+ 4.39%
$1.34K - $1.41K
1.26K $32.5K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
15
New
$379 - $400
15 $386
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
8
+ 3.4%
$202 - $213
243 $6.26K

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