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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.94K+ 12.55% |
$48.9K - $51K
|
17.4K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-5.71K- 67.44% |
$144K - $150K
|
2.76K
$72.8K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
65New |
$1.64K - $1.71K
|
65
$1.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-10.7K- 50.3% |
$270K - $282K
|
10.6K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$2.53K - $2.63K
|
100
$2.64K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-107- 50.0% |
$2.7K - $2.82K
|
107
$2.83K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
200New |
$5.05K - $5.27K
|
200
$5.28K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41.9KNew |
$1.06M - $1.1M
|
41.9K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
160New |
$4.04K - $4.21K
|
160
$4.23K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
750+ 31.19% |
$18.9K - $19.8K
|
3.16K
$83.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
196New |
$4.95K - $5.16K
|
196
$5.18K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 0.09% |
$75.8 - $79
|
3.24K
$85.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
19KNew |
$481K - $501K
|
19K
$503K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
8.81KNew |
$223K - $232K
|
8.81K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.88K- 6.31% |
$72.6K - $75.8K
|
42.7K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-168- 21.13% |
$4.24K - $4.43K
|
627
$16.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
384+ 2.94% |
$9.7K - $10.1K
|
13.4K
$355K
|
|
| Q3 2024 | |||||||
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.08K+ 1.42% |
$203K - $213K
|
577K
$15.3M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12.1K- 12.19% |
$306K - $320K
|
87.4K
$2.31M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-6.82K- 23.8% |
$172K - $180K
|
21.8K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
51New |
$1.28K - $1.35K
|
51
$1.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-185K- 94.83% |
$4.66M - $4.88M
|
10.1K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-58- 24.89% |
$1.46K - $1.53K
|
175
$4.62K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
75New |
$1.89K - $1.98K
|
75
$1.98K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.18K- 12.14% |
$29.6K - $31.1K
|
8.52K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.27K- 70.87% |
$31.9K - $33.4K
|
520
$13.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
51New |
$1.28K - $1.35K
|
51
$1.35K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.61K- 58.67% |
$40.7K - $42.6K
|
1.14K
$30K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
186New |
$4.69K - $4.91K
|
186
$4.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.65KNew |
$218K - $228K
|
8.65K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$25.2 - $26.4
|
1
$26.4
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
22KNew |
$554K - $581K
|
22K
$581K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$25.2 - $26.4
|
1
$26.4
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-87- 21.91% |
$2.19K - $2.3K
|
310
$8.19K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
116+ 1.09% |
$2.92K - $3.06K
|
10.7K
$284K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-386- 59.48% |
$9.72K - $10.2K
|
263
$6.95K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
158New |
$3.98K - $4.17K
|
158
$4.17K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-217- 0.96% |
$5.47K - $5.73K
|
22.5K
$594K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-1.57K- 9.86% |
$39.6K - $41.5K
|
14.4K
$380K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-279- 0.66% |
$7.03K - $7.36K
|
41.7K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38New |
$957 - $1K
|
38
$1K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
111+ 0.36% |
$2.8K - $2.93K
|
31K
$820K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.5K- 10.07% |
$668K - $700K
|
237K
$6.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.66K- 18.57% |
$168K - $176K
|
29.2K
$771K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-39K- 100.0% |
$983K - $1.03M
|
1
$26.4
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-70- 39.11% |
$1.76K - $1.85K
|
109
$2.88K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
43New |
$1.08K - $1.13K
|
43
$1.14K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-90- 0.54% |
$2.27K - $2.38K
|
16.6K
$438K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
84New |
$2.1K - $2.15K
|
84
$2.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.6K+ 4.24% |
$465K - $475K
|
457K
$12.1M
|
|