Purchases and Sales Made in Q4 2024 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 2024. 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 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
558KNew |
$10.3M - $10.6M
|
558K
$10.5M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
208KNew |
$3.82M - $3.94M
|
208K
$3.9M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
46.1K+ 4.7% |
$849K - $875K
|
1.03M
$19.3M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
40.9K+ 5.23% |
$753K - $776K
|
823K
$15.5M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
36.1KNew |
$664K - $684K
|
36.1K
$678K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22.7KNew |
$418K - $430K
|
22.7K
$427K
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
19.2KNew |
$353K - $364K
|
19.2K
$360K
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18.5KNew |
$340K - $351K
|
18.5K
$348K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.4KNew |
$284K - $292K
|
15.4K
$290K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13.9K+ 16.16% |
$256K - $264K
|
100K
$1.88M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
12.5KNew |
$230K - $237K
|
12.5K
$235K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.5KNew |
$193K - $199K
|
10.5K
$197K
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.01K+ 2.53% |
$129K - $133K
|
285K
$5.35M
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.95K+ 2.26% |
$128K - $132K
|
315K
$5.92M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.94K+ 178.73% |
$109K - $113K
|
9.27K
$174K
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.75K+ 6.45% |
$106K - $109K
|
95K
$1.79M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.56K+ 24.92% |
$102K - $105K
|
27.8K
$523K
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
5.41K+ 12.37% |
$99.6K - $103K
|
49.2K
$924K
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
4.76K+ 18.69% |
$87.6K - $90.3K
|
30.2K
$568K
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.04K+ 1.08% |
$74.3K - $76.5K
|
377K
$7.08M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.87K+ 8.37% |
$71.2K - $73.4K
|
50.1K
$942K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.36K+ 1.87% |
$43.4K - $44.8K
|
128K
$2.41M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.86K+ 6.11% |
$34.2K - $35.2K
|
32.3K
$607K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.78KNew |
$32.7K - $33.7K
|
1.78K
$33.4K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.6K+ 9.77% |
$29.5K - $30.4K
|
18K
$338K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.38KNew |
$25.4K - $26.1K
|
1.38K
$25.9K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.07K+ 5.07% |
$19.7K - $20.3K
|
22.1K
$416K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.06K+ 18.93% |
$19.5K - $20.1K
|
6.65K
$125K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
968+ 4.16% |
$17.8K - $18.4K
|
24.2K
$456K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
504+ 62.38% |
$9.28K - $9.56K
|
1.31K
$24.7K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
320+ 5.76% |
$5.89K - $6.07K
|
5.88K
$111K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
233+ 970.83% |
$4.29K - $4.42K
|
257
$4.83K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
202+ 0.64% |
$3.72K - $3.83K
|
31.7K
$596K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
141+ 0.66% |
$2.6K - $2.67K
|
21.4K
$402K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
67+ 0.88% |
$1.23K - $1.27K
|
7.67K
$144K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 0.83% |
$276 - $285
|
1.83K
$34.4K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 1.82% |
$18.4 - $19
|
56
$1.05K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16- 0.44% |
$295 - $304
|
3.58K
$67.4K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-67- 0.29% |
$1.23K - $1.27K
|
23.4K
$440K
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-98- 1.16% |
$1.8K - $1.86K
|
8.39K
$158K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-135- 1.01% |
$2.49K - $2.56K
|
13.2K
$249K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-178- 0.23% |
$3.28K - $3.38K
|
77.6K
$1.46M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-344- 16.17% |
$6.33K - $6.53K
|
1.78K
$33.5K
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-404- 0.84% |
$7.44K - $7.66K
|
47.6K
$894K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.59K- 8.88% |
$29.3K - $30.2K
|
16.4K
$307K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.87K- 14.01% |
$34.4K - $35.4K
|
11.5K
$216K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.95K- 7.99% |
$54.4K - $56K
|
34K
$640K
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3.18K- 5.26% |
$58.6K - $60.4K
|
57.3K
$1.08M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9.52K- 44.86% |
$175K - $181K
|
11.7K
$220K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12K- 48.74% |
$222K - $228K
|
12.7K
$238K
|