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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.37K- 8.44% |
$78.3K - $81.5K
|
47.4K
$885K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.9K- 16.11% |
$87.7K - $91.3K
|
25.5K
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.17K- 0.62% |
$92.5K - $96.3K
|
827K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.45K- 2.27% |
$97.5K - $101K
|
234K
$4.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.75K- 7.25% |
$103K - $107K
|
73.6K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.4K- 2.1% |
$150K - $157K
|
391K
$7.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 31.82% |
$182K - $190K
|
21.8K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 7.21% |
$189K - $197K
|
136K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 7.71% |
$190K - $198K
|
127K
$2.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-10.7K- 42.48% |
$192K - $200K
|
14.5K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.3K- 18.44% |
$202K - $210K
|
50K
$932K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.7K- 6.38% |
$209K - $218K
|
172K
$3.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-11.9K- 44.0% |
$213K - $222K
|
15.2K
$283K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12.3K- 3.63% |
$220K - $229K
|
326K
$6.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-14.7K- 22.36% |
$264K - $275K
|
51.2K
$955K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-17.5K- 2.57% |
$313K - $326K
|
663K
$12.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-20.5K- 12.38% |
$367K - $382K
|
145K
$2.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-22.3K- 6.94% |
$399K - $416K
|
299K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23.8K- 15.49% |
$427K - $444K
|
130K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.5K- 17.63% |
$510K - $531K
|
133K
$2.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-31.6K- 29.51% |
$565K - $588K
|
75.4K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-34.9K- 71.94% |
$624K - $650K
|
13.6K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.1K- 26.5% |
$645K - $672K
|
100K
$1.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-38.6K- 50.88% |
$692K - $720K
|
37.3K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-39.9K- 13.95% |
$715K - $744K
|
246K
$4.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-44K- 32.24% |
$787K - $820K
|
92.4K
$1.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-44.4K- 66.91% |
$796K - $828K
|
22K
$410K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-54K- 37.86% |
$967K - $1.01M
|
88.7K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-72.3K- 89.49% |
$1.29M - $1.35M
|
8.48K
$158K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-86.4K- 60.23% |
$1.55M - $1.61M
|
57K
$1.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-89.7K- 37.4% |
$1.61M - $1.67M
|
150K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-99.6K- 26.28% |
$1.78M - $1.86M
|
280K
$5.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-115K- 31.97% |
$2.06M - $2.15M
|
245K
$4.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-122K- 47.74% |
$2.19M - $2.28M
|
134K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-162K- 59.14% |
$2.9M - $3.01M
|
112K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-177K- 57.03% |
$3.18M - $3.31M
|
134K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-426K- 78.62% |
$7.62M - $7.93M
|
116K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.11M- 16.56% |
$19.8M - $20.6M
|
5.57M
$104M
|