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 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.11K- 16.12% |
$54.2K - $56.3K
|
11K
$280K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
23New |
$591 - $614
|
23
$587
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-9.45K- 50.85% |
$243K - $252K
|
9.13K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.77K- 3.05% |
$200K - $207K
|
247K
$6.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.04KNew |
$232K - $241K
|
9.04K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.85KNew |
$253K - $263K
|
9.85K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-229- 95.82% |
$5.89K - $6.11K
|
10
$255
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6.49K- 33.41% |
$167K - $173K
|
12.9K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
22.3KNew |
$572K - $594K
|
22.3K
$569K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-8.02K- 21.0% |
$206K - $214K
|
30.2K
$770K
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-43.3K- 42.65% |
$1.11M - $1.16M
|
58.2K
$1.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8.11K- 15.39% |
$208K - $216K
|
44.6K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
210New |
$5.4K - $5.6K
|
210
$5.36K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.85K- 14.61% |
$73.2K - $76.1K
|
16.7K
$426K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.8K- 0.79% |
$72K - $74.7K
|
352K
$8.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-220Closed |
$5.65K - $5.87K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
338+ 3.75% |
$8.69K - $9.02K
|
9.35K
$239K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-214- 47.77% |
$5.5K - $5.71K
|
234
$5.98K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
49New |
$1.26K - $1.31K
|
49
$1.25K
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9.24KClosed |
$237K - $246K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-46K- 79.51% |
$1.18M - $1.23M
|
11.9K
$303K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
88New |
$2.26K - $2.35K
|
88
$2.25K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
8.3KNew |
$213K - $221K
|
8.3K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-20.6K- 68.73% |
$530K - $551K
|
9.4K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
127KNew |
$3.25M - $3.38M
|
127K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.2K+ 32.65% |
$82.2K - $85.3K
|
13K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-29.6K- 79.26% |
$760K - $789K
|
7.75K
$198K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-42.9K- 61.84% |
$1.1M - $1.14M
|
26.4K
$675K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.1K- 50.64% |
$772K - $801K
|
29.3K
$748K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-203K- 99.99% |
$5.22M - $5.42M
|
12
$306
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-9.55K- 50.0% |
$245K - $255K
|
9.55K
$244K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
170New |
$4.37K - $4.53K
|
170
$4.34K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
602New |
$15.5K - $16.1K
|
602
$15.4K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.73K- 46.18% |
$199K - $206K
|
9.01K
$230K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.74KNew |
$96.1K - $99.7K
|
3.74K
$95.5K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.3KNew |
$213K - $221K
|
8.3K
$212K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
358New |
$9.2K - $9.55K
|
358
$9.14K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.39K+ 9.21% |
$35.6K - $37K
|
16.4K
$420K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-295- 98.33% |
$7.58K - $7.87K
|
5
$128
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.26K- 23.03% |
$58K - $60.2K
|
7.55K
$193K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.93K- 13.55% |
$49.5K - $51.4K
|
12.3K
$314K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
24KNew |
$617K - $640K
|
24K
$613K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$51.4 - $53.3
|
2
$51.1
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
320New |
$8.22K - $8.53K
|
320
$8.17K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
400+ 11.81% |
$10.3K - $10.7K
|
3.79K
$96.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-120- 1.45% |
$3.08K - $3.2K
|
8.18K
$209K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-6.71K- 27.28% |
$172K - $179K
|
17.9K
$457K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.67K+ 3.94% |
$42.8K - $44.4K
|
43.9K
$1.12M
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.16K+ 13.94% |
$29.4K - $31K
|
9.5K
$243K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.4K+ 11175.85% |
$667K - $703K
|
26.6K
$680K
|
|