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 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
826+ 3.11% |
$20.7K - $21.1K
|
27.4K
$723K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
25.1K+ 49.68% |
$627K - $640K
|
75.5K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.73K+ 12.66% |
$143K - $146K
|
51K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
324New |
$8.1K - $8.27K
|
324
$8.56K
|
|
|
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
$4.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
615+ 4.73% |
$15.4K - $15.7K
|
13.6K
$360K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
445+ 44500.0% |
$11.1K - $11.4K
|
446
$11.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-296- 29.6% |
$7.4K - $7.56K
|
704
$18.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300New |
$7.5K - $7.66K
|
300
$7.93K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-298- 1.11% |
$7.45K - $7.61K
|
26.6K
$703K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1New |
$25 - $25.5
|
1
$26.4
|
|
|
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
$32.2K
|
|
|
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
$1.46M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-61- 0.14% |
$1.53K - $1.56K
|
44.4K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-485- 85.24% |
$12.1K - $12.4K
|
84
$2.22K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
32+ 39.02% |
$800 - $817
|
114
$3.01K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 4.48% |
$29.9K - $30.5K
|
25.5K
$674K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
962New |
$24.1K - $24.6K
|
962
$25.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-600- 66.3% |
$15K - $15.3K
|
305
$8.06K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
5.37K+ 7.45% |
$134K - $137K
|
77.4K
$2.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
715+ 6.37% |
$17.9K - $18.3K
|
11.9K
$316K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.12K- 27.75% |
$78K - $79.7K
|
8.12K
$215K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-230- 2.83% |
$5.75K - $5.87K
|
7.91K
$209K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.65K- 21.26% |
$41.4K - $42.2K
|
6.13K
$162K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-255- 99.61% |
$6.38K - $6.51K
|
1
$26.4
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8- 3.29% |
$200 - $204
|
235
$6.21K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
287New |
$7.18K - $7.33K
|
287
$7.58K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.25KNew |
$209K - $214K
|
8.25K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1New |
$25.3 - $25.9
|
1
$26.4
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-14- 1.72% |
$354 - $362
|
800
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 3.85% |
$25.3 - $25.9
|
25
$661
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.07K+ 4.37% |
$52.4K - $53.6K
|
49.4K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200New |
$5.06K - $5.18K
|
200
$5.28K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.75K+ 18.81% |
$44.2K - $45.2K
|
11K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-462- 0.97% |
$11.7K - $12K
|
47K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.2KNew |
$587K - $600K
|
23.2K
$613K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.89K- 23.53% |
$98.5K - $101K
|
12.7K
$334K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-133K- 3.61% |
$3.36M - $3.43M
|
3.54M
$93.4M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.25K- 42.62% |
$158K - $162K
|
8.41K
$222K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
518New |
$13.1K - $13.4K
|
518
$13.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
259K+ 3.2% |
$6.54M - $6.7M
|
8.35M
$221M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1New |
$25.3 - $25.9
|
1
$26.4
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.15K- 27.01% |
$130K - $133K
|
13.9K
$368K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.39KNew |
$60.4K - $61.8K
|
2.39K
$63.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.95K- 34.73% |
$150K - $154K
|
11.2K
$295K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-11.9K- 25.03% |
$302K - $309K
|
35.8K
$945K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-32.7K- 9.35% |
$828K - $847K
|
317K
$8.38M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.93K- 6.91% |
$48.7K - $49.9K
|
26K
$686K
|
|