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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
8+ 3.4% |
$202 - $213
|
243
$6.26K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$25.3 - $26.7
|
9.56K
$246K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$25.3 - $26.7
|
1
$25.8
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$25.3 - $26.7
|
1
$25.8
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.06% |
$25.3 - $26.7
|
1.58K
$40.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-7- 0.04% |
$177 - $187
|
15.9K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-35- 10.54% |
$885 - $933
|
297
$7.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-50- 2.04% |
$1.26K - $1.33K
|
2.4K
$61.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-51- 0.34% |
$1.29K - $1.36K
|
15K
$387K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-63- 5.98% |
$1.59K - $1.68K
|
990
$25.5K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-66- 5.5% |
$1.67K - $1.76K
|
1.13K
$29.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-101- 0.3% |
$2.55K - $2.69K
|
33.3K
$859K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-113- 0.6% |
$2.86K - $3.01K
|
18.6K
$480K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-115- 0.69% |
$2.91K - $3.07K
|
16.5K
$424K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-122- 5.6% |
$3.08K - $3.25K
|
2.06K
$52.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-158- 0.39% |
$3.99K - $4.21K
|
40.2K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-192- 57.66% |
$4.85K - $5.12K
|
141
$3.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-217- 43.49% |
$5.49K - $5.79K
|
282
$7.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-227- 2.13% |
$5.74K - $6.05K
|
10.5K
$269K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-269- 3.71% |
$6.8K - $7.17K
|
6.99K
$180K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-271- 2.29% |
$6.85K - $7.23K
|
11.5K
$297K
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-271- 1.53% |
$6.85K - $7.23K
|
17.5K
$450K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-300- 2.07% |
$7.58K - $8K
|
14.2K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-330- 2.17% |
$8.34K - $8.8K
|
14.9K
$383K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-501- 2.91% |
$12.7K - $13.4K
|
16.7K
$431K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-531- 40.81% |
$13.4K - $14.2K
|
770
$19.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-552- 3.06% |
$14K - $14.7K
|
17.5K
$450K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-792- 56.25% |
$20K - $21.1K
|
616
$15.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.06K- 8.4% |
$26.9K - $28.4K
|
11.6K
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.07K- 1.55% |
$27.1K - $28.6K
|
68.4K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.08K- 20.7% |
$27.3K - $28.8K
|
4.13K
$106K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.74K- 3.69% |
$44K - $46.4K
|
45.4K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.97K- 12.66% |
$49.7K - $52.5K
|
13.6K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.02K- 99.95% |
$51K - $53.8K
|
1
$25.8
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-2.27K- 3.78% |
$57.3K - $60.5K
|
57.7K
$1.49M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.34K- 9.94% |
$59.2K - $62.4K
|
21.2K
$546K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.36K- 19.37% |
$59.5K - $62.8K
|
9.81K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.55K- 93.84% |
$64.3K - $67.9K
|
167
$4.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.66K- 21.24% |
$67.3K - $71K
|
9.88K
$254K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.67K- 25.24% |
$67.5K - $71.2K
|
7.91K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.87K- 10.8% |
$72.5K - $76.4K
|
23.7K
$610K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.89K- 6.17% |
$72.9K - $76.9K
|
43.9K
$1.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.06K- 10.47% |
$77.4K - $81.6K
|
26.2K
$674K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.2K- 10.43% |
$80.9K - $85.3K
|
27.5K
$708K
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.42K- 5.0% |
$86.4K - $91.1K
|
64.8K
$1.67M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.49K- 88.63% |
$88.3K - $93.1K
|
448
$11.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.5K- 6.05% |
$88.4K - $93.2K
|
54.3K
$1.4M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.5K- 6.05% |
$88.4K - $93.2K
|
54.3K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.93K- 30.13% |
$99.3K - $105K
|
9.11K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.94K- 3.64% |
$99.7K - $105K
|
104K
$2.69M
|