Institutional Ownership Spdr Ser Tr Spdr Portfolio Tip (SPIP)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Tip (SPIP). We have compiled data on the 231 institutions that hold shares in the stock, with a total of 21.6 Million shares, which have been reported (via 13F filing form) to have a value of $547 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
64,531
shares
|
$1.64 Million
0.07% of portfolio
|
Q3 2022
Reduced 54.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
62,121
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
61,885
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
61,804
shares
|
$1.57 Million
0.12% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
61,219
shares
|
$1.55 Million
0.21% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
60,051
shares
|
$1.52 Million
0.97% of portfolio
|
Q3 2024
Reduced 41.68%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
50,634
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
50,531
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48,618
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2020
Added 154.28%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
47,086
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2024
Reduced 5.05%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
45,551
shares
|
$1.15 Million
0.44% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
43,559
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.74%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
41,725
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
41,335
shares
|
$1.05 Million
0.32% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
39,709
shares
|
$1.01 Million
0.29% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
38,926
shares
|
$986,384
0.27% of portfolio
|
Q3 2024
Reduced 52.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
38,868
shares
|
$984,915
0.0% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
37,156
shares
|
$941,533
0.24% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,963
shares
|
$936,642
0.0% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
36,351
shares
|
$921,134
0.04% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
36,146
shares
|
$915,939
0.06% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
34,770
shares
|
$881,071
0.0% of portfolio
|
Q3 2024
Reduced 51.02%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
34,551
shares
|
$875,522
0.07% of portfolio
|
Q3 2024
Added 19.69%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
33,872
shares
|
$858,316
0.07% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
31,069
shares
|
$787,288
0.3% of portfolio
|
Q3 2024
Reduced 51.4%
|