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 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-200- 0.84% |
$5K - $5.11K
|
23.5K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-218- 2.17% |
$5.45K - $5.57K
|
9.81K
$248K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-230- 2.83% |
$5.75K - $5.87K
|
7.91K
$200K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-255- 99.61% |
$6.38K - $6.51K
|
1
$25.3
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-268- 2.92% |
$6.7K - $6.84K
|
8.91K
$225K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-275- 0.7% |
$6.88K - $7.02K
|
39K
$986K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-296- 29.6% |
$7.4K - $7.56K
|
704
$17.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-298- 1.11% |
$7.45K - $7.61K
|
26.6K
$672K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-348- 1.51% |
$8.7K - $8.89K
|
22.6K
$572K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-350- 2.22% |
$8.75K - $8.94K
|
15.4K
$389K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-367- 1.17% |
$9.18K - $9.37K
|
30.9K
$781K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-420- 1.64% |
$10.5K - $10.7K
|
25.3K
$638K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-434- 0.7% |
$10.9K - $11.1K
|
62K
$1.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-450- 3.99% |
$11.3K - $11.5K
|
10.8K
$274K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-456- 7.63% |
$11.4K - $11.6K
|
5.52K
$139K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-473- 8.79% |
$11.8K - $12.1K
|
4.91K
$124K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-475- 0.21% |
$11.9K - $12.1K
|
224K
$5.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-485- 85.24% |
$12.1K - $12.4K
|
84
$2.12K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-490- 21.54% |
$12.3K - $12.5K
|
1.79K
$45.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-534- 3.34% |
$13.4K - $13.6K
|
15.4K
$390K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-600- 1.32% |
$15K - $15.3K
|
44.8K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-600- 66.3% |
$15K - $15.3K
|
305
$7.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-710- 0.04% |
$17.8K - $18.1K
|
1.62M
$41M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-905- 2.86% |
$22.6K - $23.1K
|
30.7K
$775K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-949- 5.67% |
$23.7K - $24.2K
|
15.8K
$399K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-986- 2.47% |
$24.7K - $25.2K
|
38.9K
$982K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.14K- 89.51% |
$28.6K - $29.2K
|
134
$3.38K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 4.48% |
$29.9K - $30.5K
|
25.5K
$644K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.46K- 1.13% |
$36.6K - $37.4K
|
128K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.47K- 90.22% |
$36.7K - $37.5K
|
159
$4.02K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.5K- 1.86% |
$37.5K - $38.3K
|
79K
$2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 96.25% |
$38.5K - $39.3K
|
60
$1.52K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.6K- 1.72% |
$40K - $40.8K
|
91.5K
$2.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.65K- 21.26% |
$41.4K - $42.2K
|
6.13K
$155K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.98K- 6.2% |
$49.4K - $50.5K
|
29.9K
$756K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.17K- 18.67% |
$54.1K - $55.3K
|
9.43K
$238K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.26K- 8.92% |
$56.6K - $57.8K
|
23.1K
$583K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.27K- 6.23% |
$56.7K - $57.9K
|
34.1K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.28K- 19.06% |
$57.1K - $58.3K
|
9.69K
$245K
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.41K- 11.43% |
$60.3K - $61.6K
|
18.7K
$472K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.54K- 12.03% |
$63.4K - $64.8K
|
18.5K
$468K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.78K- 4.62% |
$69.6K - $71.1K
|
57.4K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.12K- 27.75% |
$78K - $79.7K
|
8.12K
$205K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.17K- 14.94% |
$79.3K - $81K
|
18K
$456K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.25K- 12.26% |
$81.2K - $82.9K
|
23.2K
$587K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.29K- 94.85% |
$82.4K - $84.1K
|
179
$4.52K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.44K- 16.12% |
$86.1K - $87.9K
|
17.9K
$452K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.62K- 8.39% |
$90.4K - $92.4K
|
39.5K
$998K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.74K- 23.18% |
$93.5K - $95.5K
|
12.4K
$313K
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.23K- 12.86% |
$106K - $108K
|
28.7K
$724K
|