Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.85K+ 2.13% |
$46.8K - $48.8K
|
88.8K
$2.33M
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.66K+ 6.85% |
$41.8K - $43.6K
|
25.8K
$678K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.46K+ 2.39% |
$36.9K - $38.5K
|
62.7K
$1.65M
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.38K+ 1.53% |
$34.8K - $36.3K
|
91.5K
$2.4M
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 0.45% |
$34.6K - $36.1K
|
303K
$7.96M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.25K+ 2.03% |
$31.7K - $33K
|
63.1K
$1.66M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.15KNew |
$29K - $30.3K
|
1.15K
$30.2K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.1K+ 12.75% |
$27.9K - $29.1K
|
9.75K
$256K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.04KNew |
$26.3K - $27.4K
|
1.04K
$27.3K
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
983New |
$24.8K - $25.9K
|
983
$25.8K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
952New |
$24K - $25.1K
|
952
$25K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
843New |
$21.3K - $22.2K
|
843
$22.1K
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
766+ 1.93% |
$19.3K - $20.2K
|
40.5K
$1.06M
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
750+ 31.19% |
$18.9K - $19.8K
|
3.16K
$82.9K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
711+ 5.84% |
$18K - $18.7K
|
12.9K
$339K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
612+ 11.17% |
$15.5K - $16.1K
|
6.09K
$160K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
601+ 5.58% |
$15.2K - $15.8K
|
11.4K
$299K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
540+ 5.69% |
$13.6K - $14.2K
|
10K
$263K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
498+ 0.65% |
$12.6K - $13.1K
|
77.6K
$2.04M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
450New |
$11.4K - $11.9K
|
450
$11.8K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
403New |
$10.2K - $10.6K
|
403
$10.6K
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
384+ 2.94% |
$9.7K - $10.1K
|
13.4K
$353K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
335+ 16.85% |
$8.46K - $8.82K
|
2.32K
$61K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
295+ 7.63% |
$7.45K - $7.77K
|
4.16K
$109K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
263New |
$6.64K - $6.93K
|
263
$6.91K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
200New |
$5.05K - $5.27K
|
200
$5.25K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
196New |
$4.95K - $5.16K
|
196
$5.15K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
194+ 2.02% |
$4.9K - $5.11K
|
9.79K
$257K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
160New |
$4.04K - $4.21K
|
160
$4.2K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$2.53K - $2.63K
|
100
$2.63K
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
92+ 0.47% |
$2.32K - $2.42K
|
19.5K
$511K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
88New |
$2.22K - $2.32K
|
88
$2.31K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
74New |
$1.87K - $1.95K
|
74
$1.94K
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
72New |
$1.82K - $1.9K
|
72
$1.89K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
66New |
$1.67K - $1.74K
|
66
$1.73K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
65New |
$1.64K - $1.71K
|
65
$1.71K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
23+ 0.08% |
$581 - $606
|
30K
$789K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 3.33% |
$480 - $500
|
589
$15.5K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
13+ 0.41% |
$328 - $342
|
3.16K
$83.1K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 0.63% |
$303 - $316
|
1.91K
$50.3K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2+ 0.02% |
$50.5 - $52.7
|
11.3K
$297K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.11% |
$25.3 - $26.3
|
951
$25K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 0.09% |
$75.8 - $79
|
3.24K
$85.1K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-7- 2.94% |
$177 - $184
|
231
$6.07K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7- 0.12% |
$177 - $184
|
5.78K
$152K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-13- 21.67% |
$328 - $342
|
47
$1.23K
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-18- 0.21% |
$455 - $474
|
8.67K
$228K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-32- 47.76% |
$808 - $843
|
35
$919
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-48Closed |
$1.21K - $1.26K
|
0
$0
|