Phillips Financial Management, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Phillips Financial Management, LLC holds 79,542 shares of SPIP stock, worth $2.08 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
79,542
Previous 84,481 5.85%
Holding current value
$2.08 Million
Previous $2.2 Million 4.91%
% of portfolio
0.14%
Previous 0.17%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$25.83 - $26.47 $127,574 - $130,735
-4,939 Reduced 5.85%
79,542 $2.09 Million
Q2 2025

Jul 30, 2025
SELL
$25.57 - $26.34 $210,671 - $217,015
-8,239 Reduced 8.89%
84,481 $2.2 Million
Q1 2025

Apr 30, 2025
SELL
$25.21 - $26.38 $126,453 - $132,322
-5,016 Reduced 5.13%
92,720 $2.45 Million
Q4 2024

Feb 10, 2025
SELL
$25.25 - $26.34 $572,821 - $597,549
-22,686 Reduced 18.84%
97,736 $2.47 Million
Q3 2024

Nov 07, 2024
SELL
$25.19 - $26.39 $923,389 - $967,378
-36,657 Reduced 23.34%
120,422 $3.16 Million
Q2 2024

Aug 08, 2024
SELL
$25.0 - $25.54 $427,275 - $436,504
-17,091 Reduced 9.81%
157,079 $3.99 Million
Q1 2024

Apr 23, 2024
SELL
$25.3 - $25.89 $127,031 - $129,993
-5,021 Reduced 2.8%
174,170 $4.46 Million
Q4 2023

Jan 25, 2024
BUY
$24.42 - $25.87 $12,771 - $13,530
523 Added 0.29%
179,191 $4.58 Million
Q3 2023

Nov 09, 2023
BUY
$24.77 - $25.83 $13,128 - $13,689
530 Added 0.3%
178,668 $4.44 Million
Q2 2023

Aug 11, 2023
BUY
$25.7 - $26.69 $6,656 - $6,912
259 Added 0.15%
178,138 $4.6 Million
Q1 2023

May 08, 2023
SELL
$25.69 - $26.67 $105,072 - $109,080
-4,090 Reduced 2.25%
177,879 $4.74 Million
Q4 2022

Jan 24, 2023
BUY
$25.28 - $26.67 $2.63 Million - $2.77 Million
103,966 Added 133.28%
181,969 $0
Q3 2022

Nov 08, 2022
BUY
$25.36 - $28.61 $9,484 - $10,700
374 Added 0.48%
78,003 $1.98 Million
Q2 2022

Jul 22, 2022
BUY
$27.4 - $29.93 $6,987 - $7,632
255 Added 0.33%
77,629 $2.14 Million
Q1 2022

May 06, 2022
BUY
$29.85 - $31.38 $12,477 - $13,116
418 Added 0.54%
77,374 $2.34 Million
Q4 2021

Feb 07, 2022
BUY
$31.08 - $31.92 $9,728 - $9,990
313 Added 0.41%
76,956 $2.42 Million
Q3 2021

Nov 09, 2021
SELL
$30.98 - $31.82 $17,286 - $17,755
-558 Reduced 0.72%
76,643 $2.38 Million
Q2 2021

Aug 10, 2021
BUY
$30.43 - $31.14 $30,095 - $30,797
989 Added 1.3%
77,201 $2.4 Million
Q1 2021

May 17, 2021
SELL
$30.22 - $31.24 $26,200 - $27,085
-867 Reduced 1.12%
76,212 $2.33 Million
Q4 2020

Feb 16, 2021
BUY
$30.37 - $31.17 $87,890 - $90,205
2,894 Added 3.9%
77,079 $2.4 Million
Q3 2020

Nov 06, 2020
SELL
$30.15 - $31.13 $77,063 - $79,568
-2,556 Reduced 3.33%
74,185 $2.29 Million
Q2 2020

Aug 07, 2020
SELL
$29.06 - $30.16 $103,540 - $107,460
-3,563 Reduced 4.44%
76,741 $2.31 Million
Q1 2020

May 15, 2020
SELL
$26.89 - $30.1 $132,191 - $147,971
-4,916 Reduced 5.77%
80,304 $2.33 Million
Q4 2019

Feb 19, 2020
SELL
$28.27 - $28.74 $10,431 - $10,605
-369 Reduced 0.43%
85,220 $2.43 Million
Q3 2019

Nov 12, 2019
BUY
$28.24 - $28.68 $1.2 Million - $1.22 Million
42,595 Added 99.07%
85,589 $2.44 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-293 Reduced 0.68%
42,994 $2.42 Million
Q1 2019

May 07, 2019
SELL
N/A
-18 Reduced 0.04%
43,287 $2.4 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-636 Reduced 1.45%
43,305 $2.33 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-151 Reduced 0.34%
43,941 $2.38 Million
Q2 2018

Aug 09, 2018
BUY
N/A
96 Added 0.22%
44,092 $2.44 Million
Q1 2018

May 11, 2018
BUY
N/A
23 Added 0.05%
43,996 $2.44 Million
Q4 2017

Feb 01, 2018
SELL
N/A
-256 Reduced 0.58%
43,973 $2.47 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-614 Reduced 1.37%
44,229 $2.49 Million
Q2 2017

Aug 11, 2017
BUY
N/A
44,843
44,843 $2.52 Million

Others Institutions Holding SPIP

# of Institutions
236
Shares Held
28.5M
Call Options Held
12.5K
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO TIP

SPIP Quotes by TradingView
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  • Sector ETFs
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More about SPIP
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