Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.74K- 24.94% |
$91.3K - $96.7K
|
11.3K
$284K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-3.74K- 18.33% |
$91.4K - $96.8K
|
16.7K
$420K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.81K- 98.17% |
$93K - $98.5K
|
71
$1.79K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.82K- 8.82% |
$118K - $125K
|
49.9K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.41K- 24.64% |
$132K - $140K
|
16.5K
$417K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6K- 18.18% |
$147K - $155K
|
27K
$681K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.36K- 6.36% |
$155K - $165K
|
93.6K
$2.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-6.55K- 33.98% |
$160K - $169K
|
12.7K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.68K- 33.13% |
$163K - $173K
|
13.5K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-6.85K- 26.74% |
$167K - $177K
|
18.8K
$473K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-7.78K- 27.51% |
$190K - $201K
|
20.5K
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.23K- 20.23% |
$201K - $213K
|
32.5K
$818K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-9.06K- 40.62% |
$221K - $234K
|
13.2K
$334K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.3K- 3.52% |
$227K - $240K
|
255K
$6.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-9.46K- 33.16% |
$231K - $245K
|
19.1K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.87K- 10.85% |
$241K - $255K
|
81K
$2.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.2K- 4.1% |
$274K - $291K
|
263K
$6.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.1K- 32.35% |
$296K - $313K
|
25.3K
$639K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.8K- 17.9% |
$337K - $357K
|
63.3K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-14.7K- 33.21% |
$358K - $379K
|
29.5K
$743K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.4K- 28.74% |
$425K - $450K
|
43.1K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.5K- 19.28% |
$451K - $478K
|
77.4K
$1.95M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-19.2K- 25.03% |
$469K - $497K
|
57.6K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-20.7K- 42.87% |
$505K - $535K
|
27.6K
$695K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-21.8K- 12.19% |
$533K - $564K
|
157K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.4K- 46.7% |
$548K - $581K
|
25.6K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23.9K- 72.05% |
$584K - $619K
|
9.28K
$234K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.7K- 76.05% |
$651K - $690K
|
8.4K
$212K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-29.4K- 51.58% |
$719K - $762K
|
27.6K
$697K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-30.6K- 34.02% |
$747K - $791K
|
59.3K
$1.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-35.5K- 10.55% |
$866K - $918K
|
301K
$7.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-36K- 9.68% |
$879K - $932K
|
336K
$8.47M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-36.8K- 99.2% |
$898K - $951K
|
296
$7.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38.2K- 18.14% |
$933K - $988K
|
172K
$4.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-45.5K- 63.31% |
$1.11M - $1.18M
|
26.4K
$664K
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-47.5K- 36.49% |
$1.16M - $1.23M
|
82.6K
$2.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-49.6K- 18.19% |
$1.21M - $1.28M
|
223K
$5.62M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-56.1K- 40.36% |
$1.37M - $1.45M
|
82.9K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-57.6K- 71.8% |
$1.41M - $1.49M
|
22.6K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.8K- 25.22% |
$1.46M - $1.55M
|
177K
$4.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-63.3K- 69.72% |
$1.55M - $1.64M
|
27.5K
$693K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-65.2K- 11.87% |
$1.59M - $1.69M
|
484K
$12.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-66.7K- 5.27% |
$1.63M - $1.72M
|
1.2M
$30.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-71.1K- 15.26% |
$1.74M - $1.84M
|
395K
$9.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-91.7K- 51.31% |
$2.24M - $2.37M
|
87K
$2.19M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-95.2K- 27.3% |
$2.32M - $2.46M
|
253K
$6.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-107K- 32.99% |
$2.62M - $2.78M
|
218K
$5.5M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-112K- 15.52% |
$2.72M - $2.89M
|
607K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-121K- 36.21% |
$2.96M - $3.13M
|
213K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-128K- 6.2% |
$3.12M - $3.3M
|
1.93M
$48.7M
|