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 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-103K- 34.83% |
$2.64M - $2.72M
|
193K
$5.1M
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-986- 4.83% |
$25.2K - $26K
|
19.4K
$513K
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-13.4K- 53.51% |
$343K - $353K
|
11.6K
$308K
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-172- 0.46% |
$4.4K - $4.53K
|
37.5K
$991K
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-6.52K- 14.31% |
$167K - $172K
|
39K
$1.03M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-417- 3.88% |
$10.7K - $11K
|
10.3K
$273K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.39K- 28.2% |
$112K - $116K
|
11.2K
$295K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.7K- 32.06% |
$197K - $203K
|
16.3K
$431K
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-75- 0.42% |
$1.92K - $1.98K
|
18K
$474K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$5.11K - $5.27K
|
200
$5.28K
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
15.2K+ 14.15% |
$388K - $400K
|
123K
$3.24M
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.95K+ 1.72% |
$49.8K - $51.3K
|
115K
$3.04M
|
|
Q1 2025 | |||||||
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
113K+ 3.51% |
$2.84M - $2.97M
|
3.32M
$87.8M
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.04K- 9.07% |
$26.3K - $27.5K
|
10.5K
$276K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
230New |
$5.8K - $6.07K
|
230
$6.08K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
500+ 6.25% |
$12.6K - $13.2K
|
8.5K
$225K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
9.99KNew |
$252K - $263K
|
9.99K
$264K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-291- 5.93% |
$7.34K - $7.68K
|
4.62K
$122K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.7K+ 324.79% |
$1.15M - $1.21M
|
59.7K
$1.58M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
69New |
$1.74K - $1.82K
|
69
$1.82K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18New |
$454 - $475
|
18
$476
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.9K- 97.4% |
$350K - $366K
|
371
$9.8K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.69KNew |
$42.5K - $44.5K
|
1.69K
$44.5K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-593- 3.39% |
$14.9K - $15.6K
|
16.9K
$447K
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
193+ 2.02% |
$4.87K - $5.09K
|
9.75K
$258K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
5.67KNew |
$143K - $149K
|
5.67K
$150K
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.35K- 27.08% |
$84.3K - $88.2K
|
9.01K
$238K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.09KNew |
$27.4K - $28.7K
|
1.09K
$28.7K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-140- 1.77% |
$3.53K - $3.69K
|
7.77K
$205K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
160+ 1.64% |
$4.03K - $4.22K
|
9.91K
$262K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.49K- 4.9% |
$113K - $118K
|
87K
$2.3M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-799- 94.78% |
$20.1K - $21.1K
|
44
$1.16K
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-384- 4.43% |
$9.68K - $10.1K
|
8.28K
$219K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.25% |
$25.2 - $26.4
|
402
$10.6K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.24KNew |
$107K - $112K
|
4.24K
$112K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
249New |
$6.28K - $6.57K
|
249
$6.58K
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-327K- 95.1% |
$8.25M - $8.63M
|
16.8K
$445K
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.63KNew |
$218K - $228K
|
8.63K
$228K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.5K+ 13.91% |
$164K - $171K
|
53.3K
$1.41M
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
49.7KNew |
$1.25M - $1.31M
|
49.7K
$1.31M
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.28K- 20.47% |
$57.6K - $60.3K
|
8.87K
$234K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.83KNew |
$197K - $206K
|
7.83K
$207K
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
289KNew |
$7.29M - $7.62M
|
289K
$7.63M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-470- 3.45% |
$11.8K - $12.4K
|
13.2K
$347K
|
|
Q4 2024 | |||||||
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
72New |
$1.82K - $1.9K
|
72
$1.9K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-48Closed |
$1.21K - $1.26K
|
0
$0
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
450New |
$11.4K - $11.9K
|
450
$11.9K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-32- 47.76% |
$808 - $843
|
35
$925
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
66New |
$1.67K - $1.74K
|
66
$1.74K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
194+ 2.02% |
$4.9K - $5.11K
|
9.79K
$259K
|