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 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
96.1KNew |
$2.35M - $2.49M
|
96.1K
$2.5M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
124New |
$3.03K - $3.21K
|
124
$3.22K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.68K- 33.13% |
$163K - $173K
|
13.5K
$350K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
350New |
$8.55K - $9.05K
|
350
$9.09K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
393New |
$9.6K - $10.2K
|
393
$10.2K
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.91K- 17.74% |
$46.6K - $49.3K
|
8.84K
$230K
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-6.55K- 33.98% |
$160K - $169K
|
12.7K
$330K
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13.5KNew |
$331K - $350K
|
13.5K
$352K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-91- 1.03% |
$2.22K - $2.35K
|
8.71K
$226K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.7K- 76.05% |
$651K - $690K
|
8.4K
$218K
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
37.7K+ 192.11% |
$921K - $975K
|
57.3K
$1.49M
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.13K- 10.37% |
$27.6K - $29.2K
|
9.77K
$254K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-32- 14.55% |
$781 - $828
|
188
$4.88K
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-3- 0.14% |
$73.3 - $77.6
|
2.1K
$54.5K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.09K+ 11.45% |
$76.5K - $79.7K
|
30K
$780K
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21K+ 19.33% |
$521K - $543K
|
130K
$3.37M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1New |
$24.8 - $25.8
|
1
$26
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.21K- 6.17% |
$30.1K - $31.4K
|
18.5K
$480K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
150+ 5000.0% |
$3.72K - $3.87K
|
153
$3.97K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1New |
$24.8 - $25.8
|
1
$26
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$362K - $378K
|
14.6K
$380K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.33% |
$24.8 - $25.8
|
303
$7.87K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.29KNew |
$205K - $214K
|
8.29K
$215K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
84New |
$2.08K - $2.17K
|
84
$2.18K
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.33K- 13.43% |
$32.9K - $34.3K
|
8.57K
$223K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-833KClosed |
$20.6M - $21.5M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
18.8K+ 3.97% |
$466K - $486K
|
493K
$12.8M
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-3.73K- 8.81% |
$92.4K - $96.3K
|
38.6K
$1M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
15.4KNew |
$382K - $399K
|
15.4K
$401K
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
10.3KNew |
$254K - $265K
|
10.3K
$266K
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
2+ 1.18% |
$49.5 - $51.7
|
172
$4.47K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-569- 94.99% |
$14.1K - $14.7K
|
30
$779
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
578New |
$14.3K - $14.9K
|
578
$15K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-38- 0.36% |
$941 - $982
|
10.5K
$272K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-52- 8.06% |
$1.29K - $1.34K
|
593
$15.4K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
4.56K+ 6.97% |
$113K - $118K
|
70K
$1.82M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.61KNew |
$213K - $222K
|
8.61K
$224K
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-827- 3.59% |
$20.5K - $21.4K
|
22.2K
$576K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-586- 2.69% |
$14.5K - $15.1K
|
21.2K
$550K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
41.3KNew |
$1.02M - $1.07M
|
41.3K
$1.07M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
41New |
$1.02K - $1.06K
|
41
$1.07K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.33KNew |
$107K - $112K
|
4.33K
$112K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
41.2KNew |
$1.02M - $1.06M
|
41.2K
$1.07M
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11.1K- 41.07% |
$274K - $286K
|
15.9K
$413K
|
|
Q2 2023 | |||||||
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.44KClosed |
$37K - $38.4K
|
0
$0
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
723New |
$18.6K - $19.3K
|
723
$18.8K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.79K- 10.34% |
$97.4K - $101K
|
32.9K
$854K
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.11K- 16.12% |
$54.2K - $56.3K
|
11K
$285K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
23New |
$591 - $614
|
23
$598
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.77K- 3.05% |
$200K - $207K
|
247K
$6.41M
|