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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-61- 0.14% |
$1.53K - $1.56K
|
44.4K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
32+ 39.02% |
$800 - $817
|
114
$2.96K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-485- 85.24% |
$12.1K - $12.4K
|
84
$2.18K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
962New |
$24.1K - $24.6K
|
962
$25K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 4.48% |
$29.9K - $30.5K
|
25.5K
$662K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-600- 66.3% |
$15K - $15.3K
|
305
$7.92K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
715+ 6.37% |
$17.9K - $18.3K
|
11.9K
$310K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
5.37K+ 7.45% |
$134K - $137K
|
77.4K
$2.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.12K- 27.75% |
$78K - $79.7K
|
8.12K
$211K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-230- 2.83% |
$5.75K - $5.87K
|
7.91K
$205K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.65K- 21.26% |
$41.4K - $42.2K
|
6.13K
$159K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-255- 99.61% |
$6.38K - $6.51K
|
1
$26
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8- 3.29% |
$200 - $204
|
235
$6.11K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
287New |
$7.18K - $7.33K
|
287
$7.46K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.25KNew |
$209K - $214K
|
8.25K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 3.85% |
$25.3 - $25.9
|
25
$650
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-14- 1.72% |
$354 - $362
|
800
$20.8K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1New |
$25.3 - $25.9
|
1
$26
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.07K+ 4.37% |
$52.4K - $53.6K
|
49.4K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200New |
$5.06K - $5.18K
|
200
$5.2K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.75K+ 18.81% |
$44.2K - $45.2K
|
11K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-462- 0.97% |
$11.7K - $12K
|
47K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.2KNew |
$587K - $600K
|
23.2K
$602K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.89K- 23.53% |
$98.5K - $101K
|
12.7K
$329K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.25K- 42.62% |
$158K - $162K
|
8.41K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-133K- 3.61% |
$3.36M - $3.43M
|
3.54M
$91.9M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
518New |
$13.1K - $13.4K
|
518
$13.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
259K+ 3.2% |
$6.54M - $6.7M
|
8.35M
$217M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1New |
$25.3 - $25.9
|
1
$26
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.15K- 27.01% |
$130K - $133K
|
13.9K
$362K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.95K- 34.73% |
$150K - $154K
|
11.2K
$290K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.39KNew |
$60.4K - $61.8K
|
2.39K
$62K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-11.9K- 25.03% |
$302K - $309K
|
35.8K
$930K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.69K- 21.62% |
$68.1K - $69.7K
|
9.76K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
52+ 0.59% |
$1.32K - $1.35K
|
8.88K
$231K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-32.7K- 9.35% |
$828K - $847K
|
317K
$8.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-30.9K- 74.95% |
$782K - $800K
|
10.3K
$268K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.93K- 6.91% |
$48.7K - $49.9K
|
26K
$674K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-716- 79.56% |
$18.1K - $18.5K
|
184
$4.78K
|
|
| Q4 2023 | |||||||
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-36.8K- 99.2% |
$898K - $951K
|
296
$7.69K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.54K+ 76900.0% |
$37.6K - $39.8K
|
1.54K
$40K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-46- 11.65% |
$1.12K - $1.19K
|
349
$9.07K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
270New |
$6.59K - $6.98K
|
270
$7.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.1K- 45.81% |
$26.8K - $28.4K
|
1.3K
$33.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
750New |
$18.3K - $19.4K
|
750
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.51K+ 17.94% |
$36.8K - $39K
|
9.9K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1New |
$24.4 - $25.9
|
1
$26
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31KNew |
$757K - $802K
|
31K
$805K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
700New |
$17.1K - $18.1K
|
700
$18.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
77.5KNew |
$1.89M - $2M
|
77.5K
$2.01M
|
|