Latest Institutional Sells of Spdr Ser Tr Spdr Portfolio Tip (SPIP)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Tip (SPIP) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-227- 2.13% |
$5.74K - $6.05K
|
10.5K
$265K
|
|
Q3 2022 | |||||||
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-99.7K- 15.66% |
$2.53M - $2.85M
|
537K
$13.6M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-77.4K- 54.55% |
$1.96M - $2.22M
|
64.5K
$1.64M
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-73.6KClosed |
$1.87M - $2.11M
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-62.5K- 82.15% |
$1.58M - $1.79M
|
13.6K
$344K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-42.3K- 24.07% |
$1.07M - $1.21M
|
133K
$3.38M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.65K- 33.2% |
$219K - $247K
|
17.4K
$441K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.14K- 39.22% |
$181K - $204K
|
11.1K
$281K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-6.9K- 44.64% |
$175K - $197K
|
8.56K
$217K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.4K- 28.39% |
$111K - $126K
|
11.1K
$281K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.54K- 7.31% |
$64.4K - $72.7K
|
32.2K
$816K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 4.26% |
$43.1K - $48.6K
|
38.2K
$968K
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.12K- 3.06% |
$28.4K - $32.1K
|
35.6K
$901K
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-807- 5.15% |
$20.5K - $23.1K
|
14.9K
$377K
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-629- 5.66% |
$16K - $18K
|
10.5K
$266K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-613- 0.93% |
$15.5K - $17.5K
|
65.5K
$1.66M
|
|
Q2 2022 | |||||||
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.63M- 45.46% |
$72M - $78.7M
|
3.15M
$79.9M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-230KClosed |
$6.29M - $6.87M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-138KClosed |
$3.79M - $4.14M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-92.4KClosed |
$2.53M - $2.77M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-53.9KClosed |
$1.48M - $1.61M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-53KClosed |
$1.45M - $1.59M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-49.4KClosed |
$1.35M - $1.48M
|
0
$0
|
|
Jun 06, 2023
Q2 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-37.7KClosed |
$1.03M - $1.13M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-32.6K- 42.07% |
$894K - $977K
|
44.9K
$1.14M
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-19.9KClosed |
$545K - $596K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-16.7KClosed |
$459K - $501K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-16.4KClosed |
$450K - $491K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-16.1KClosed |
$441K - $481K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-15.5KClosed |
$425K - $464K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-14.5KClosed |
$398K - $434K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-13.9KClosed |
$381K - $417K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-13.4KClosed |
$367K - $401K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.2KClosed |
$335K - $366K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-11.5KClosed |
$314K - $343K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.4KClosed |
$284K - $310K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.04K- 27.7% |
$248K - $271K
|
23.6K
$598K
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-8.91KClosed |
$244K - $267K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.57KClosed |
$235K - $257K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.26KClosed |
$226K - $247K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-7.8KClosed |
$214K - $233K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.86KClosed |
$188K - $205K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-6.75KClosed |
$185K - $202K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.06K- 9.95% |
$139K - $151K
|
45.8K
$1.16M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.17KClosed |
$114K - $125K
|
0
$0
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.18KClosed |
$87.2K - $95.2K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-3.13K- 17.44% |
$85.8K - $93.7K
|
14.8K
$376K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.6K- 12.61% |
$71.2K - $77.8K
|
18K
$456K
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.36K- 7.91% |
$64.6K - $70.5K
|
27.4K
$695K
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.1K- 3.09% |
$57.5K - $62.8K
|
65.8K
$1.67M
|