Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-578- 3.34% |
$14.6K - $15K
|
16.7K
$423K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-641- 0.47% |
$16.2K - $16.6K
|
137K
$3.46M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-716- 79.56% |
$18.1K - $18.5K
|
184
$4.65K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-789- 3.97% |
$20K - $20.4K
|
19.1K
$482K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-896- 7.96% |
$22.7K - $23.2K
|
10.4K
$262K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-896- 1.41% |
$22.7K - $23.2K
|
62.4K
$1.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-921- 5.53% |
$23.3K - $23.8K
|
15.7K
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-942- 3.41% |
$23.8K - $24.4K
|
26.7K
$674K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-969- 11.08% |
$24.5K - $25.1K
|
7.78K
$197K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 7.0% |
$31.6K - $32.3K
|
16.6K
$419K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.28K- 3.12% |
$32.5K - $33.2K
|
39.8K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.33K- 6.32% |
$33.6K - $34.4K
|
19.7K
$497K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.89K- 16.51% |
$47.8K - $48.9K
|
9.56K
$241K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.93K- 6.91% |
$48.7K - $49.9K
|
26K
$656K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.98K- 37.87% |
$50.1K - $51.2K
|
3.25K
$82K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.18K- 8.42% |
$55.2K - $56.4K
|
23.7K
$599K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.21K- 8.03% |
$56K - $57.3K
|
25.4K
$641K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.35K- 30.35% |
$59.4K - $60.7K
|
5.38K
$136K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.51K- 5.05% |
$63.4K - $64.9K
|
47.1K
$1.19M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.55K- 61.46% |
$64.6K - $66.1K
|
1.6K
$40.4K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.61K- 3.37% |
$66K - $67.5K
|
74.8K
$1.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.63K- 49.26% |
$66.6K - $68.1K
|
2.71K
$68.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.69K- 21.62% |
$68.1K - $69.7K
|
9.76K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.7K- 2.04% |
$68.4K - $70K
|
130K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.02K- 12.52% |
$76.3K - $78.1K
|
21.1K
$533K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.14K- 22.72% |
$79.5K - $81.3K
|
10.7K
$270K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.17K- 21.49% |
$80.3K - $82.2K
|
11.6K
$293K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.22K- 18.07% |
$81.4K - $83.3K
|
14.6K
$369K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.89K- 23.53% |
$98.5K - $101K
|
12.7K
$320K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.93K- 53.11% |
$99.5K - $102K
|
3.47K
$87.7K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-4.16K- 13.39% |
$105K - $108K
|
26.9K
$680K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.44K- 2.41% |
$112K - $115K
|
180K
$4.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.48K- 9.41% |
$113K - $116K
|
43.1K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.02K- 2.8% |
$127K - $130K
|
174K
$4.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.15K- 27.01% |
$130K - $133K
|
13.9K
$352K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.2K- 3.31% |
$132K - $135K
|
152K
$3.84M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.52K- 11.08% |
$140K - $143K
|
44.4K
$1.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.95K- 34.73% |
$150K - $154K
|
11.2K
$282K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.25K- 42.62% |
$158K - $162K
|
8.41K
$213K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.51K- 28.76% |
$165K - $169K
|
16.1K
$407K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.95K- 7.43% |
$176K - $180K
|
86.6K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-7K- 5.2% |
$177K - $181K
|
128K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.03K- 36.99% |
$178K - $182K
|
12K
$302K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.61K- 9.39% |
$193K - $197K
|
73.4K
$1.85M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.62K- 40.41% |
$193K - $197K
|
11.2K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-8.13K- 27.58% |
$206K - $211K
|
21.3K
$539K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-8.25K- 12.05% |
$209K - $213K
|
60.2K
$1.52M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-8.91K- 15.03% |
$225K - $231K
|
50.4K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.9K- 0.82% |
$250K - $256K
|
1.19M
$30.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10K- 39.57% |
$254K - $260K
|
15.3K
$387K
|