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 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
795New |
$20K - $21K
|
795
$20.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-90- 0.54% |
$2.27K - $2.38K
|
16.6K
$424K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
796+ 1.78% |
$20.1K - $21K
|
45.6K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
60+ 0.7% |
$1.51K - $1.58K
|
8.69K
$222K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
8.29KNew |
$209K - $219K
|
8.29K
$212K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-32.9K- 51.4% |
$828K - $867K
|
31.1K
$794K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-36.2K- 51.02% |
$912K - $956K
|
34.8K
$888K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.9K+ 3.44% |
$274K - $287K
|
328K
$8.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.83KNew |
$197K - $207K
|
7.83K
$200K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
171+ 0.68% |
$4.31K - $4.51K
|
25.4K
$650K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.78K- 6.82% |
$44.7K - $46.9K
|
24.3K
$620K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
25.1K+ 49.68% |
$627K - $640K
|
75.5K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
826+ 3.11% |
$20.7K - $21.1K
|
27.4K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.6K+ 4.24% |
$465K - $475K
|
457K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-534- 3.34% |
$13.4K - $13.6K
|
15.4K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.47K- 90.22% |
$36.7K - $37.5K
|
159
$4.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
324New |
$8.1K - $8.27K
|
324
$8.27K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.52KNew |
$213K - $217K
|
8.52K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.73K+ 12.66% |
$143K - $146K
|
51K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
615+ 4.73% |
$15.4K - $15.7K
|
13.6K
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.54K- 12.03% |
$63.4K - $64.8K
|
18.5K
$474K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$25 - $25.5
|
1
$25.5
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
445+ 44500.0% |
$11.1K - $11.4K
|
446
$11.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
212New |
$5.3K - $5.41K
|
212
$5.41K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-296- 29.6% |
$7.4K - $7.56K
|
704
$18K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1New |
$25 - $25.5
|
1
$25.5
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-298- 1.11% |
$7.45K - $7.61K
|
26.6K
$680K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300New |
$7.5K - $7.66K
|
300
$7.66K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.22KNew |
$30.4K - $31.1K
|
1.22K
$31.1K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.1K+ 57.43% |
$504K - $514K
|
55.2K
$1.41M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-61- 0.14% |
$1.53K - $1.56K
|
44.4K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-109- 3.82% |
$2.73K - $2.78K
|
2.75K
$70.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
32+ 39.02% |
$800 - $817
|
114
$2.91K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-485- 85.24% |
$12.1K - $12.4K
|
84
$2.15K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 96.25% |
$38.5K - $39.3K
|
60
$1.53K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
962New |
$24.1K - $24.6K
|
962
$24.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 4.48% |
$29.9K - $30.5K
|
25.5K
$651K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-600- 66.3% |
$15K - $15.3K
|
305
$7.79K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3.74K+ 8.46% |
$93.4K - $95.4K
|
47.9K
$1.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
715+ 6.37% |
$17.9K - $18.3K
|
11.9K
$305K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
5.37K+ 7.45% |
$134K - $137K
|
77.4K
$1.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.12K- 27.75% |
$78K - $79.7K
|
8.12K
$207K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-230- 2.83% |
$5.75K - $5.87K
|
7.91K
$202K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-450- 3.99% |
$11.3K - $11.5K
|
10.8K
$277K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.17K- 18.67% |
$54.1K - $55.3K
|
9.43K
$241K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.65K- 21.26% |
$41.4K - $42.2K
|
6.13K
$156K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.18% |
$125 - $128
|
2.73K
$69.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-255- 99.61% |
$6.38K - $6.51K
|
1
$25.5
|
|