Purchases and Sales Made in Q1 2025 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 2025. 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 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-795- 2.0% |
$20K - $21K
|
39K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-799- 94.78% |
$20.1K - $21.1K
|
44
$1.15K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-899- 4.9% |
$22.7K - $23.7K
|
17.5K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-1.01K- 5.29% |
$25.4K - $26.6K
|
18K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.01K- 5.79% |
$25.4K - $26.6K
|
16.4K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.03K- 4.62% |
$26K - $27.3K
|
21.3K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.04K- 9.07% |
$26.3K - $27.5K
|
10.5K
$273K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-1.05K- 0.97% |
$26.5K - $27.7K
|
107K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.33K- 7.23% |
$33.6K - $35.2K
|
17.1K
$447K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.38K- 23.83% |
$34.7K - $36.4K
|
4.41K
$115K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.51K- 3.2% |
$38K - $39.8K
|
45.5K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.72K- 9.42% |
$43.3K - $45.3K
|
16.5K
$431K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 0.86% |
$46.8K - $48.9K
|
214K
$5.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.15K- 26.17% |
$54.1K - $56.6K
|
6.06K
$158K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.16K- 19.02% |
$54.5K - $57K
|
9.2K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.27K- 14.31% |
$57.3K - $60K
|
13.6K
$355K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.28K- 20.47% |
$57.6K - $60.3K
|
8.87K
$232K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.49K- 14.39% |
$62.8K - $65.8K
|
14.8K
$387K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.74K- 20.44% |
$69K - $72.2K
|
10.7K
$278K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.74K- 21.79% |
$69K - $72.2K
|
9.83K
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.79K- 6.9% |
$70.4K - $73.7K
|
37.7K
$984K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.95K- 30.21% |
$74.4K - $77.9K
|
6.82K
$178K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.13K- 5.66% |
$78.8K - $82.4K
|
52K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.34K- 8.38% |
$84.1K - $88K
|
36.5K
$952K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.35K- 27.08% |
$84.3K - $88.2K
|
9.01K
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.68K- 5.01% |
$92.8K - $97.1K
|
69.9K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.77K- 5.47% |
$95K - $99.4K
|
65.1K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.26K- 13.12% |
$107K - $112K
|
28.2K
$737K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.49K- 4.9% |
$113K - $118K
|
87K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.63K- 11.72% |
$117K - $122K
|
34.9K
$911K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.69K- 16.35% |
$118K - $124K
|
24K
$627K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-4.8K- 11.64% |
$121K - $127K
|
36.4K
$951K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.02K- 5.13% |
$126K - $132K
|
92.7K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-5.23K- 5.32% |
$132K - $138K
|
93.2K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-5.68K- 5.53% |
$143K - $150K
|
97.1K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.94K- 27.28% |
$150K - $157K
|
15.8K
$413K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.09K- 50.0% |
$154K - $161K
|
6.09K
$159K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-6.22K- 25.26% |
$157K - $164K
|
18.4K
$481K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-6.46K- 33.16% |
$163K - $170K
|
13K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-6.7K- 2.21% |
$169K - $177K
|
296K
$7.74M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-6.92K- 15.59% |
$174K - $182K
|
37.4K
$978K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.11K- 16.67% |
$179K - $187K
|
35.5K
$928K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.19K- 2.51% |
$181K - $190K
|
279K
$7.29M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-9.27K- 10.43% |
$234K - $244K
|
79.6K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.2K- 18.81% |
$283K - $296K
|
48.4K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.3K- 8.96% |
$311K - $325K
|
125K
$3.27M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.9K- 97.4% |
$350K - $366K
|
371
$9.69K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14K- 20.22% |
$352K - $369K
|
55.1K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.6K- 4.54% |
$419K - $438K
|
349K
$9.11M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-22.8K- 21.96% |
$575K - $601K
|
81K
$2.11M
|