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 24, 2023
Q4 2022
|
Verde Capital Management
|
SELL
|
- |
-4.42K- 3.63% |
$112K - $118K
|
117K
$3.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.64K- 8.12% |
$117K - $124K
|
52.5K
$1.35M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.67K- 0.36% |
$118K - $125K
|
1.29M
$33.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
SELL
|
- |
-4.94K- 38.14% |
$125K - $132K
|
8.01K
$206K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5.14K- 54.14% |
$130K - $137K
|
4.36K
$112K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.3K- 15.79% |
$134K - $141K
|
28.3K
$728K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-6.07K- 22.07% |
$154K - $162K
|
21.5K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-6.14K- 2.82% |
$155K - $164K
|
211K
$5.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.3K- 4.35% |
$159K - $168K
|
138K
$3.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.94K- 55.2% |
$175K - $185K
|
5.63K
$145K
|
|
|
Feb 06, 2023
Q4 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-7.24K- 13.64% |
$183K - $193K
|
45.8K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.29K- 21.01% |
$184K - $194K
|
27.4K
$706K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.29K- 21.01% |
$184K - $194K
|
27.4K
$706K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.45K- 31.54% |
$188K - $199K
|
16.2K
$417K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-7.58K- 16.72% |
$192K - $202K
|
37.8K
$973K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7.59K- 12.79% |
$192K - $203K
|
51.8K
$1.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.98K- 92.4% |
$202K - $213K
|
656
$16.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-8.37K- 29.8% |
$212K - $223K
|
19.7K
$508K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.53K- 40.47% |
$216K - $227K
|
12.5K
$323K
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-9.48K- 2.84% |
$240K - $253K
|
324K
$8.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.72K- 24.45% |
$246K - $259K
|
30K
$774K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-9.83K- 21.91% |
$249K - $262K
|
35.1K
$903K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-9.84K- 24.29% |
$249K - $262K
|
30.7K
$790K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10.1K- 49.85% |
$255K - $269K
|
10.2K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.3K- 19.63% |
$260K - $274K
|
42.1K
$1.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-10.7K- 26.21% |
$270K - $285K
|
30.1K
$775K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.8K- 99.08% |
$298K - $314K
|
109
$2.81K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.3K- 36.69% |
$311K - $328K
|
21.2K
$547K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.9K- 54.71% |
$327K - $344K
|
10.7K
$275K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-13.1K- 76.96% |
$332K - $350K
|
3.93K
$101K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-13.6K- 99.78% |
$343K - $362K
|
30
$773
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-15K- 0.43% |
$379K - $400K
|
3.47M
$89.3M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15.1K- 32.45% |
$381K - $402K
|
31.4K
$808K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15.5K- 26.78% |
$391K - $413K
|
42.3K
$1.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16K- 21.23% |
$404K - $426K
|
59.3K
$1.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.8K- 5.46% |
$426K - $449K
|
292K
$7.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-17.4K- 13.19% |
$439K - $463K
|
114K
$2.95M
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-18.8K- 5.44% |
$475K - $501K
|
327K
$8.42M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.3K- 71.45% |
$489K - $516K
|
7.73K
$199K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.1K- 64.36% |
$559K - $589K
|
12.2K
$315K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-23.5K- 22.14% |
$595K - $628K
|
82.8K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27.2K- 28.61% |
$687K - $725K
|
67.8K
$1.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-27.6K- 51.53% |
$698K - $737K
|
26K
$669K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-28.5K- 46.2% |
$721K - $761K
|
33.2K
$856K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-28.7K- 38.03% |
$725K - $765K
|
46.8K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-28.7K- 51.22% |
$726K - $766K
|
27.4K
$705K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.1K- 80.77% |
$735K - $776K
|
6.92K
$178K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-29.9K- 56.09% |
$756K - $798K
|
23.4K
$604K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30.9K- 9.87% |
$782K - $825K
|
283K
$7.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-31.4K- 39.11% |
$794K - $838K
|
48.9K
$1.26M
|