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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-416Closed |
$11.4K - $12.5K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.1KNew |
$30.1K - $32.9K
|
1.1K
$28.6K
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-11.5KClosed |
$314K - $343K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
480KNew |
$13.2M - $14.4M
|
480K
$12.5M
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-49.4KClosed |
$1.35M - $1.48M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-32.6K- 42.07% |
$894K - $977K
|
44.9K
$1.17M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
32.4KNew |
$887K - $969K
|
32.4K
$841K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.26KClosed |
$226K - $247K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-15.5KClosed |
$425K - $464K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
519+ 3.66% |
$14.2K - $15.5K
|
14.7K
$382K
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
825+ 0.74% |
$22.6K - $24.7K
|
113K
$2.93M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.36K- 7.91% |
$64.6K - $70.5K
|
27.4K
$712K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-68Closed |
$1.86K - $2.04K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.06K- 9.95% |
$139K - $151K
|
45.8K
$1.19M
|
|
Jul 18, 2022
Q2 2022
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-7.8KClosed |
$214K - $233K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.81K+ 18.25% |
$159K - $174K
|
37.6K
$977K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
47.1K+ 31.02% |
$1.29M - $1.41M
|
199K
$5.16M
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-132Closed |
$3.62K - $3.95K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
11.4KNew |
$311K - $340K
|
11.4K
$295K
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-254Closed |
$6.96K - $7.6K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-3.13K- 17.44% |
$85.8K - $93.7K
|
14.8K
$385K
|
|
Q1 2022 | |||||||
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-32.4KClosed |
$966K - $1.02M
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.27KClosed |
$97.6K - $103K
|
0
$0
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-312K- 95.47% |
$9.31M - $9.78M
|
14.8K
$384K
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-35.9KClosed |
$1.07M - $1.13M
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.77KClosed |
$202K - $212K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.9KClosed |
$325K - $341K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-251Closed |
$7.49K - $7.88K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-291Closed |
$8.69K - $9.13K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-11KClosed |
$327K - $344K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-75.1KClosed |
$2.24M - $2.36M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.7KClosed |
$80.5K - $84.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-34- 50.75% |
$1.01K - $1.07K
|
33
$857
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.49KClosed |
$194K - $204K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-939Closed |
$28K - $29.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-18Closed |
$537 - $565
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-1.59KClosed |
$47.4K - $49.8K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-592Closed |
$17.7K - $18.6K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-7Closed |
$209 - $220
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-559Closed |
$16.7K - $17.5K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-9.8KClosed |
$293K - $308K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-35Closed |
$1.04K - $1.1K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-7.5KClosed |
$224K - $235K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
52New |
$1.55K - $1.63K
|
52
$1.35K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-18- 4.5% |
$537 - $565
|
382
$9.92K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-35Closed |
$1.04K - $1.1K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-72.5KClosed |
$2.16M - $2.28M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2Closed |
$59.7 - $62.8
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-17.4KClosed |
$519K - $546K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-9.04KClosed |
$270K - $284K
|
0
$0
|