Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Tip (SPIP)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Tip (SPIP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-6.9K- 44.64% |
$175K - $197K
|
8.56K
$222K
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-629- 5.66% |
$16K - $18K
|
10.5K
$273K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.14K- 39.22% |
$181K - $204K
|
11.1K
$288K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.87KNew |
$72.8K - $82.2K
|
2.87K
$74.6K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.54K- 7.31% |
$64.4K - $72.7K
|
32.2K
$837K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.65K- 33.2% |
$219K - $247K
|
17.4K
$452K
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
13.3KNew |
$338K - $381K
|
13.3K
$346K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.64K+ 2.86% |
$168K - $190K
|
239K
$6.21M
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.32KNew |
$211K - $238K
|
8.32K
$216K
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-99.7K- 15.66% |
$2.53M - $2.85M
|
537K
$14M
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-73.6KClosed |
$1.87M - $2.11M
|
0
$0
|
|
Q2 2022 | |||||||
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.18KClosed |
$87.2K - $95.2K
|
0
$0
|
|
Jun 06, 2023
Q2 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-37.7KClosed |
$1.03M - $1.13M
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
65New |
$1.78K - $1.95K
|
65
$1.69K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.17KClosed |
$114K - $125K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-323Closed |
$8.85K - $9.67K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-16.4KClosed |
$450K - $491K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
6+ 24.0% |
$164 - $180
|
31
$805
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-138KClosed |
$3.79M - $4.14M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
376New |
$10.3K - $11.3K
|
376
$9.77K
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.25K+ 0.42% |
$34.1K - $37.3K
|
299K
$7.78M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.1K- 3.09% |
$57.5K - $62.8K
|
65.8K
$1.71M
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-53.9KClosed |
$1.48M - $1.61M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-230KClosed |
$6.29M - $6.87M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.59KNew |
$208K - $227K
|
7.59K
$197K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.4KClosed |
$284K - $310K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.57KClosed |
$235K - $257K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.6K- 12.61% |
$71.2K - $77.8K
|
18K
$468K
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-53KClosed |
$1.45M - $1.59M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
16+ 4.83% |
$438 - $479
|
347
$9.02K
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-13.9KClosed |
$381K - $417K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.2KClosed |
$335K - $366K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.86KClosed |
$188K - $205K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.3K- 72.22% |
$35.6K - $38.9K
|
500
$13K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-92.4KClosed |
$2.53M - $2.77M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-19.9KClosed |
$545K - $596K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.59K- 13.69% |
$43.6K - $47.6K
|
10K
$261K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.04K- 27.7% |
$248K - $271K
|
23.6K
$613K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
18+ 2.72% |
$493 - $539
|
679
$17.6K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-542- 52.42% |
$14.9K - $16.2K
|
492
$12.8K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.86KNew |
$50.9K - $55.6K
|
1.86K
$48.2K
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-16.7KClosed |
$459K - $501K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-8.91KClosed |
$244K - $267K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-20Closed |
$548 - $599
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-16.1KClosed |
$441K - $481K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-14.5KClosed |
$398K - $434K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-6.75KClosed |
$185K - $202K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-17Closed |
$466 - $509
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-13.4KClosed |
$367K - $401K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
11.7KNew |
$320K - $349K
|
11.7K
$303K
|