Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Spdr Portfolio Tip (SPIP)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Tip (SPIP) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO TIP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
2.23K+ 18.59% |
$66.4K - $69.8K
|
14.2K
$359K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.09K+ 26.12% |
$62.4K - $65.6K
|
10.1K
$255K
|
|
May 09, 2022
Q1 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.94K+ 0.59% |
$58K - $61K
|
331K
$8.36M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.94K+ 16.97% |
$57.8K - $60.8K
|
13.4K
$337K
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.74K+ 3.85% |
$52K - $54.6K
|
47K
$1.19M
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.61KNew |
$48K - $50.5K
|
1.61K
$40.6K
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.55K+ 11.67% |
$46.2K - $48.5K
|
14.8K
$374K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.55K+ 11.67% |
$46.2K - $48.5K
|
14.8K
$374K
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.53K+ 1.6% |
$45.7K - $48K
|
97.4K
$2.46M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 2.65% |
$43.7K - $46K
|
56.8K
$1.43M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.21K+ 0.45% |
$36.1K - $38K
|
272K
$6.88M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.16K+ 2.38% |
$34.5K - $36.3K
|
49.8K
$1.26M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.07K+ 4.33% |
$31.9K - $33.5K
|
25.7K
$650K
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
985+ 7.99% |
$29.4K - $30.9K
|
13.3K
$336K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
946+ 2.81% |
$28.2K - $29.7K
|
34.7K
$876K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
868+ 11.96% |
$25.9K - $27.2K
|
8.13K
$205K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
859+ 10.4% |
$25.6K - $27K
|
9.12K
$230K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
833+ 3.6% |
$24.9K - $26.1K
|
24K
$606K
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
785+ 4.89% |
$23.4K - $24.6K
|
16.8K
$425K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
631+ 4.08% |
$18.8K - $19.8K
|
16.1K
$406K
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
617+ 1.7% |
$18.4K - $19.4K
|
36.9K
$932K
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
418+ 0.54% |
$12.5K - $13.1K
|
77.4K
$1.95M
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
370+ 2.93% |
$11K - $11.6K
|
13K
$328K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
358+ 0.17% |
$10.7K - $11.2K
|
212K
$5.36M
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
352+ 4.04% |
$10.5K - $11K
|
9.07K
$229K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
334+ 1.95% |
$9.97K - $10.5K
|
17.4K
$441K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
286+ 1.71% |
$8.54K - $8.97K
|
17K
$429K
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
254New |
$7.58K - $7.97K
|
254
$6.42K
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
165+ 0.67% |
$4.93K - $5.18K
|
24.8K
$626K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
132New |
$3.94K - $4.14K
|
132
$3.33K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
95+ 46.12% |
$2.84K - $2.98K
|
301
$7.6K
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
85+ 0.81% |
$2.54K - $2.67K
|
10.6K
$266K
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
84New |
$2.51K - $2.64K
|
84
$2.12K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
78+ 0.55% |
$2.33K - $2.45K
|
14.1K
$357K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
52New |
$1.55K - $1.63K
|
52
$1.31K
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
38+ 0.57% |
$1.13K - $1.19K
|
6.75K
$171K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
34+ 11.45% |
$1.01K - $1.07K
|
331
$8.36K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
20New |
$597 - $628
|
20
$505
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8+ 0.05% |
$239 - $251
|
15.1K
$381K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4+ 0.61% |
$119 - $126
|
661
$16.7K
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2+ 0.0% |
$59.7 - $62.8
|
41.4K
$1.05M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$29.9 - $31.4
|
193
$4.88K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$29.9 - $31.4
|
12.8K
$322K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1Closed |
$29.9 - $31.4
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-1Closed |
$29.9 - $31.4
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2- 0.09% |
$59.7 - $62.8
|
2.17K
$54.9K
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2Closed |
$59.7 - $62.8
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-7Closed |
$209 - $220
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-18Closed |
$537 - $565
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-18- 4.5% |
$537 - $565
|
382
$9.65K
|