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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-164K- 4.36% |
$4.14M - $4.34M
|
3.6M
$92.1M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.65KNew |
$218K - $228K
|
8.65K
$221K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.34K- 84.71% |
$33.8K - $35.4K
|
242
$6.18K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
476+ 14.03% |
$12K - $12.6K
|
3.87K
$98.8K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.34K- 1.46% |
$33.6K - $35.2K
|
90.1K
$2.3M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.97K+ 2.81% |
$49.7K - $52K
|
72.1K
$1.84M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-950K- 70.74% |
$23.9M - $25.1M
|
393K
$10M
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.61K- 58.67% |
$40.7K - $42.6K
|
1.14K
$29K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
22K+ 22.08% |
$554K - $581K
|
122K
$3.11M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
186New |
$4.69K - $4.91K
|
186
$4.75K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.35K- 55.49% |
$34.1K - $35.7K
|
1.09K
$27.7K
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-42.9K- 41.68% |
$1.08M - $1.13M
|
60.1K
$1.53M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
798+ 3.92% |
$20.1K - $21.1K
|
21.1K
$540K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.39K+ 161.98% |
$85.3K - $89.4K
|
5.48K
$140K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$25.2 - $26.4
|
1
$25.5
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-26.8K- 2.93% |
$676K - $708K
|
889K
$22.7M
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
680+ 3.64% |
$17.1K - $17.9K
|
19.4K
$495K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.65KNew |
$218K - $228K
|
8.65K
$221K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-8.51K- 23.25% |
$214K - $225K
|
28.1K
$717K
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-467- 3.01% |
$11.8K - $12.3K
|
15K
$384K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 0.35% |
$353 - $369
|
4K
$102K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-351K- 92.69% |
$8.84M - $9.26M
|
27.7K
$707K
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
22KNew |
$554K - $581K
|
22K
$562K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-579- 4.19% |
$14.6K - $15.3K
|
13.2K
$338K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-209K- 12.89% |
$5.27M - $5.52M
|
1.41M
$36.1M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.38K+ 38.16% |
$161K - $168K
|
23.1K
$590K
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-5.54K- 20.64% |
$139K - $146K
|
21.3K
$544K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-47.4K- 96.89% |
$1.19M - $1.25M
|
1.52K
$38.9K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-36.7K- 23.34% |
$923K - $967K
|
120K
$3.08M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-479- 1.31% |
$12.1K - $12.6K
|
36.1K
$923K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$25.2 - $26.4
|
1
$25.5
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.59K- 11.68% |
$90.3K - $94.6K
|
27.1K
$692K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.9K- 9.23% |
$979K - $1.03M
|
382K
$9.76M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.04K- 19.94% |
$102K - $107K
|
16.2K
$414K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
116+ 1.09% |
$2.92K - $3.06K
|
10.7K
$274K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-7.85K- 23.07% |
$198K - $207K
|
26.2K
$668K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-87- 21.91% |
$2.19K - $2.3K
|
310
$7.92K
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-386- 59.48% |
$9.72K - $10.2K
|
263
$6.72K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-152- 0.15% |
$3.83K - $4.01K
|
98.9K
$2.53M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-763- 4.83% |
$19.2K - $20.1K
|
15K
$384K
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 1.86% |
$93.3K - $97.7K
|
203K
$5.19M
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.04K+ 0.91% |
$26.2K - $27.4K
|
115K
$2.93M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.11% |
$25.2 - $26.4
|
950
$24.3K
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.15K- 12.75% |
$29K - $30.3K
|
7.87K
$201K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
158New |
$3.98K - $4.17K
|
158
$4.04K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 0.08% |
$50.4 - $52.8
|
2.41K
$61.4K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.52% |
$75.6 - $79.2
|
570
$14.6K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-217- 0.96% |
$5.47K - $5.73K
|
22.5K
$574K
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-531- 14.43% |
$13.4K - $14K
|
3.15K
$80.4K
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-1.57K- 9.86% |
$39.6K - $41.5K
|
14.4K
$367K
|