Modera Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Modera Wealth Management, LLC holds 31,041 shares of SPIP stock, worth $807,066. This represents 0.01% of its overall portfolio holdings.

Number of Shares
31,041
Previous 31,041 -0.0%
Holding current value
$807,066
Previous $785,000 4.2%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$25.19 - $26.39 $2,796 - $2,929
111 Added 0.36%
31,041 $815,000
Q2 2024

Jul 29, 2024
SELL
$25.0 - $25.54 $9,175 - $9,373
-367 Reduced 1.17%
30,930 $786,000
Q1 2024

May 14, 2024
BUY
$25.3 - $25.89 $791,814 - $810,279
31,297 New
31,297 $801,000
Q3 2023

Nov 30, 2023
BUY
$24.77 - $25.83 $724,621 - $755,630
29,254 New
29,254 $726,000
Q2 2023

Aug 07, 2023
BUY
$25.7 - $26.69 $747,227 - $776,011
29,075 New
29,075 $751,000

Others Institutions Holding SPIP

# of Institutions
246
Shares Held
25.2M
Call Options Held
15.3K
Put Options Held
8.5K
View Full List

About SPDR SER TR SPDR PORTFOLIO TIP

SPIP Quotes by TradingView
  • Ticker SPIP
  • Sector ETFs
  • Industry ETFs
More about SPIP
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