Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.4M+ 923.32% |
$85M - $86.9M
|
3.77M
$95.5M
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
719KNew |
$18M - $18.4M
|
719K
$18.2M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
351K+ 1267.28% |
$8.77M - $8.96M
|
379K
$9.59M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
219K+ 137.09% |
$5.47M - $5.59M
|
379K
$9.59M
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
195KNew |
$4.88M - $4.98M
|
195K
$4.94M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
153K+ 12.84% |
$3.82M - $3.9M
|
1.34M
$34M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
113K+ 118.96% |
$2.81M - $2.88M
|
207K
$5.25M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.2K+ 50.38% |
$1.43M - $1.46M
|
171K
$4.32M
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
39.4K+ 14.21% |
$985K - $1.01M
|
317K
$8.02M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
25.1K+ 49.68% |
$627K - $640K
|
75.5K
$1.91M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.3K+ 152.17% |
$582K - $595K
|
38.6K
$978K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22.8K+ 87.01% |
$569K - $581K
|
48.9K
$1.24M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
21.9K+ 11.64% |
$546K - $558K
|
210K
$5.31M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
20.6K+ 40.85% |
$515K - $526K
|
71K
$1.8M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.1K+ 57.43% |
$504K - $514K
|
55.2K
$1.4M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
19.6K+ 44.13% |
$489K - $500K
|
63.9K
$1.62M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.6K+ 4.24% |
$465K - $475K
|
457K
$11.6M
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
17.8K+ 6.47% |
$446K - $456K
|
294K
$7.44M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.9K+ 1.77% |
$398K - $407K
|
916K
$23.2M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14.3K+ 292.12% |
$357K - $365K
|
19.2K
$485K
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
13.7K+ 31.53% |
$343K - $351K
|
57.3K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
13.1K+ 95.97% |
$328K - $336K
|
26.8K
$680K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.8K+ 127.75% |
$320K - $327K
|
22.8K
$578K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.3K+ 2.07% |
$307K - $313K
|
603K
$15.3M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.3K+ 2.07% |
$307K - $313K
|
603K
$15.3M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.8K+ 13.41% |
$295K - $301K
|
99.7K
$2.53M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11.3KNew |
$282K - $288K
|
11.3K
$285K
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 5.6% |
$264K - $270K
|
200K
$5.06M
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
10.2K+ 11.79% |
$256K - $261K
|
96.9K
$2.46M
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.63KNew |
$216K - $220K
|
8.63K
$218K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.52KNew |
$213K - $217K
|
8.52K
$216K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
8.18KNew |
$204K - $209K
|
8.18K
$207K
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
7.84K+ 39.56% |
$196K - $200K
|
27.6K
$700K
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.05K+ 5.62% |
$151K - $154K
|
114K
$2.88M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.73K+ 12.66% |
$143K - $146K
|
51K
$1.29M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
5.37K+ 7.45% |
$134K - $137K
|
77.4K
$1.96M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.48K+ 4.55% |
$112K - $114K
|
103K
$2.61M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4K+ 23529.41% |
$100K - $102K
|
4.02K
$102K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3.74K+ 8.46% |
$93.4K - $95.4K
|
47.9K
$1.21M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.14K+ 29.39% |
$78.5K - $80.2K
|
13.8K
$350K
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.03K+ 0.93% |
$75.6K - $77.3K
|
330K
$8.36M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.34K+ 16.29% |
$58.5K - $59.8K
|
16.7K
$423K
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.32K+ 5.6% |
$58.1K - $59.3K
|
43.8K
$1.11M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.09KNew |
$52.3K - $53.4K
|
2.09K
$53K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.65K+ 1.42% |
$41.4K - $42.2K
|
118K
$2.99M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 6.09% |
$38.5K - $39.3K
|
26.8K
$679K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.27K+ 4.59% |
$31.7K - $32.4K
|
28.9K
$731K
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.25K+ 6.56% |
$31.2K - $31.8K
|
20.3K
$513K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.25K+ 6.52% |
$31.1K - $31.8K
|
20.3K
$515K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.22KNew |
$30.4K - $31.1K
|
1.22K
$30.8K
|