Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
818New |
$14.6K - $15.2K
|
818
$15.6K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
750New |
$13.4K - $14K
|
750
$14.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
374+ 1.94% |
$6.69K - $6.97K
|
19.7K
$375K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
320New |
$5.73K - $5.96K
|
320
$6.09K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
290New |
$5.19K - $5.4K
|
290
$5.52K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
283New |
$5.07K - $5.27K
|
283
$5.39K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
278New |
$4.98K - $5.18K
|
278
$5.29K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
262+ 0.85% |
$4.69K - $4.88K
|
31.2K
$593K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
240New |
$4.3K - $4.47K
|
240
$4.57K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
218+ 20.11% |
$3.9K - $4.06K
|
1.3K
$24.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
218New |
$3.9K - $4.06K
|
218
$4.15K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
209+ 2.83% |
$3.74K - $3.89K
|
7.6K
$145K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$3.58K - $3.73K
|
200
$3.81K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
177New |
$3.17K - $3.3K
|
177
$3.37K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
172New |
$3.08K - $3.2K
|
172
$3.27K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
95New |
$1.7K - $1.77K
|
95
$1.81K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
71New |
$1.27K - $1.32K
|
71
$1.35K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
60+ 0.33% |
$1.07K - $1.12K
|
18.4K
$351K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
38+ 0.1% |
$680 - $708
|
38.9K
$740K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$286 - $298
|
16
$304
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.86% |
$251 - $261
|
1.64K
$31.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.04% |
$179 - $186
|
27.6K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
8+ 2.13% |
$143 - $149
|
383
$7.29K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 43.48% |
$179 - $186
|
13
$247
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-38- 0.19% |
$680 - $708
|
20.5K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-45- 0.52% |
$805 - $838
|
8.69K
$165K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-76- 0.29% |
$1.36K - $1.42K
|
26K
$495K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-87- 2.36% |
$1.56K - $1.62K
|
3.61K
$68.6K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-223- 0.34% |
$3.99K - $4.15K
|
65K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-475- 55.56% |
$8.5K - $8.85K
|
380
$7.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-587- 1.81% |
$10.5K - $10.9K
|
31.9K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-954- 7.52% |
$17.1K - $17.8K
|
11.7K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-976- 3.07% |
$17.5K - $18.2K
|
30.8K
$586K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1K- 0.59% |
$18K - $18.7K
|
170K
$3.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.17K- 1.82% |
$20.9K - $21.7K
|
63K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.22K- 9.08% |
$21.8K - $22.7K
|
12.2K
$232K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.56K- 39.33% |
$27.9K - $29K
|
2.4K
$45.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.56K- 5.28% |
$27.9K - $29K
|
28K
$533K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 33.28% |
$28.5K - $29.6K
|
3.19K
$60.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.65K- 6.4% |
$29.6K - $30.8K
|
24.2K
$460K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.7K- 1.88% |
$30.5K - $31.7K
|
88.9K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.29K- 13.05% |
$41K - $42.7K
|
15.3K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.7K- 13.08% |
$48.3K - $50.2K
|
17.9K
$341K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.72K- 55.94% |
$48.7K - $50.7K
|
2.14K
$40.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.17K- 48.35% |
$56.7K - $59K
|
3.38K
$64.4K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-3.18K- 19.01% |
$56.9K - $59.3K
|
13.6K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.26K- 23.83% |
$58.4K - $60.8K
|
10.4K
$198K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.28K- 8.71% |
$58.7K - $61.1K
|
34.4K
$654K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.82K- 12.86% |
$68.3K - $71.1K
|
25.9K
$492K
|