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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
773+ 0.78% |
$19.5K - $20.4K
|
99.5K
$2.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-498- 14.41% |
$12.6K - $13.1K
|
2.96K
$76.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
49.7KNew |
$1.25M - $1.31M
|
49.7K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.28K- 20.47% |
$57.6K - $60.3K
|
8.87K
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-470- 3.45% |
$11.8K - $12.4K
|
13.2K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
289KNew |
$7.29M - $7.62M
|
289K
$7.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.74K+ 25.68% |
$120K - $125K
|
23.2K
$603K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.83KNew |
$197K - $206K
|
7.83K
$203K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-899- 4.9% |
$22.7K - $23.7K
|
17.5K
$454K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.68K- 5.01% |
$92.8K - $97.1K
|
69.9K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-26.8K- 41.74% |
$676K - $707K
|
37.4K
$972K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-22.8K- 21.96% |
$575K - $601K
|
81K
$2.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-1.05K- 0.97% |
$26.5K - $27.7K
|
107K
$2.79M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.5K+ 32.9% |
$365K - $381K
|
58.4K
$1.52M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
72New |
$1.82K - $1.9K
|
72
$1.87K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-48Closed |
$1.21K - $1.26K
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
38.4KNew |
$971K - $1.01M
|
38.4K
$999K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.6K+ 73.12% |
$242K - $253K
|
22.7K
$590K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
450New |
$11.4K - $11.9K
|
450
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-32- 47.76% |
$808 - $843
|
35
$909
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
194+ 2.02% |
$4.9K - $5.11K
|
9.79K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
40.6K+ 7.25% |
$1.02M - $1.07M
|
600K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
66New |
$1.67K - $1.74K
|
66
$1.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-10.7K- 50.3% |
$270K - $282K
|
10.6K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-5.71K- 67.44% |
$144K - $150K
|
2.76K
$71.6K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
65New |
$1.64K - $1.71K
|
65
$1.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.94K+ 12.55% |
$48.9K - $51K
|
17.4K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$2.53K - $2.63K
|
100
$2.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-107- 50.0% |
$2.7K - $2.82K
|
107
$2.78K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.15KNew |
$29K - $30.3K
|
1.15K
$29.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
88New |
$2.22K - $2.32K
|
88
$2.29K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
200New |
$5.05K - $5.27K
|
200
$5.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-897- 58.86% |
$22.6K - $23.6K
|
627
$16.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
13+ 0.41% |
$328 - $342
|
3.16K
$82.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41.9KNew |
$1.06M - $1.1M
|
41.9K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
160New |
$4.04K - $4.21K
|
160
$4.16K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
263New |
$6.64K - $6.93K
|
263
$6.83K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
12.2KNew |
$307K - $320K
|
12.2K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
750+ 31.19% |
$18.9K - $19.8K
|
3.16K
$82K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-13- 21.67% |
$328 - $342
|
47
$1.22K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.75K- 23.33% |
$120K - $125K
|
15.6K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-69- 2.51% |
$1.74K - $1.82K
|
2.68K
$69.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
196New |
$4.95K - $5.16K
|
196
$5.09K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 0.09% |
$75.8 - $79
|
3.24K
$84.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
19KNew |
$481K - $501K
|
19K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.88K- 6.31% |
$72.6K - $75.8K
|
42.7K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
8.81KNew |
$223K - $232K
|
8.81K
$229K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-168- 21.13% |
$4.24K - $4.43K
|
627
$16.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
384+ 2.94% |
$9.7K - $10.1K
|
13.4K
$349K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12.1K- 12.19% |
$306K - $320K
|
87.4K
$2.27M
|
|