Purchases and Sales Made in Q3 2023 in Spdr Bloomberg 1 10 Year Tips (TIPX)
This table provides information about the institutional ownership of Spdr Bloomberg 1 10 Year Tips (TIPX) during Q3 2023. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG 1-10 YEAR TIPS .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
517+ 2.58% |
$9.33K - $9.56K
|
20.5K
$382K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
455+ 43.09% |
$8.21K - $8.41K
|
1.51K
$28.1K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
380+ 0.41% |
$6.86K - $7.03K
|
92.9K
$1.73M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
375New |
$6.77K - $6.93K
|
375
$6.98K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
373+ 52.46% |
$6.73K - $6.9K
|
1.08K
$20.2K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
288New |
$5.2K - $5.33K
|
288
$5.36K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
262+ 31.64% |
$4.73K - $4.84K
|
1.09K
$20.3K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180+ 0.31% |
$3.25K - $3.33K
|
58.1K
$1.08M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
149+ 0.47% |
$2.69K - $2.76K
|
31.8K
$591K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
133New |
$2.4K - $2.46K
|
133
$2.48K
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
45+ 0.27% |
$812 - $832
|
16.7K
$311K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
41+ 7.59% |
$740 - $758
|
581
$10.8K
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
24+ 0.04% |
$433 - $444
|
65.9K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 4.55% |
$18.1 - $18.5
|
23
$428
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-88- 0.65% |
$1.59K - $1.63K
|
13.4K
$250K
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-110- 0.17% |
$1.99K - $2.03K
|
64.2K
$1.19M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-162- 0.42% |
$2.92K - $3K
|
38.8K
$723K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-215- 0.72% |
$3.88K - $3.98K
|
29.5K
$550K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-232- 0.45% |
$4.19K - $4.29K
|
51.8K
$964K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-254Closed |
$4.58K - $4.7K
|
0
$0
|
|
Nov 06, 2023
Q3 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-289- 0.21% |
$5.22K - $5.34K
|
135K
$2.51M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-320- 71.91% |
$5.78K - $5.92K
|
125
$2.33K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-393- 2.59% |
$7.09K - $7.27K
|
14.8K
$275K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-403- 2.81% |
$7.27K - $7.45K
|
13.9K
$259K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-436- 1.32% |
$7.87K - $8.06K
|
32.5K
$604K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-563- 2.66% |
$10.2K - $10.4K
|
20.6K
$384K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-582- 13.61% |
$10.5K - $10.8K
|
3.69K
$68.7K
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-763- 6.93% |
$13.8K - $14.1K
|
10.3K
$191K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-774- 7.63% |
$14K - $14.3K
|
9.37K
$174K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-785Closed |
$14.2K - $14.5K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-793- 1.38% |
$14.3K - $14.7K
|
56.8K
$1.06M
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-813- 1.21% |
$14.7K - $15K
|
66.4K
$1.24M
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-950- 2.98% |
$17.1K - $17.6K
|
30.9K
$575K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-968- 3.45% |
$17.5K - $17.9K
|
27.1K
$504K
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-989- 5.11% |
$17.9K - $18.3K
|
18.4K
$342K
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.11K- 6.63% |
$20K - $20.4K
|
15.6K
$290K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 0.81% |
$20.2K - $20.7K
|
138K
$2.56M
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.34K- 5.3% |
$24.2K - $24.8K
|
23.9K
$445K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.55K- 11.85% |
$27.9K - $28.6K
|
11.5K
$214K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.02K- 13.62% |
$36.5K - $37.4K
|
12.8K
$239K
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2.36K- 2.84% |
$42.5K - $43.6K
|
80.8K
$1.5M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.41K- 13.71% |
$43.4K - $44.5K
|
15.1K
$282K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.66K- 9.53% |
$47.9K - $49.1K
|
25.2K
$469K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.75K- 8.24% |
$49.7K - $50.9K
|
30.6K
$570K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.79K- 4.36% |
$50.4K - $51.6K
|
61.3K
$1.14M
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.87K- 19.61% |
$51.8K - $53K
|
11.8K
$219K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.87K- 37.5% |
$51.8K - $53K
|
4.78K
$89K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.9K- 42.31% |
$52.4K - $53.6K
|
3.96K
$73.6K
|