Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.89K+ 24.42% |
$120K - $124K
|
19.8K
$501K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.6K+ 21.96% |
$111K - $114K
|
20K
$504K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.26K+ 4.14% |
$101K - $104K
|
82K
$2.07M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.93K+ 39.49% |
$90.8K - $93.3K
|
10.4K
$262K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.92KNew |
$90.5K - $92.9K
|
2.92K
$73.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.74K+ 30.47% |
$84.8K - $87.1K
|
11.7K
$296K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.44K+ 36.93% |
$75.7K - $77.7K
|
9.06K
$229K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.37K+ 15.71% |
$73.5K - $75.5K
|
17.5K
$442K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.26K+ 9.02% |
$70.1K - $72K
|
27.4K
$691K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
2.18KNew |
$67.6K - $69.4K
|
2.18K
$55.1K
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2K+ 8.59% |
$61.8K - $63.5K
|
25.2K
$637K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.98K+ 6.27% |
$61.2K - $62.9K
|
33.5K
$846K
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.84K+ 1.46% |
$57.1K - $58.7K
|
128K
$3.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.75K+ 25.68% |
$54.2K - $55.7K
|
8.56K
$216K
|
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
1.68K+ 12.86% |
$52.1K - $53.5K
|
14.8K
$373K
|
|
|
Oct 13, 2021
Q3 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.62K+ 3.05% |
$50.2K - $51.5K
|
54.8K
$1.38M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.58K+ 3.66% |
$48.9K - $50.2K
|
44.7K
$1.13M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5K+ 96.15% |
$46.5K - $47.7K
|
3.06K
$77.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.45K+ 10.12% |
$44.8K - $46K
|
15.7K
$398K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.11KNew |
$34.4K - $35.3K
|
1.11K
$28K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
958New |
$29.7K - $30.5K
|
958
$24.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
939New |
$29.1K - $29.9K
|
939
$23.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
903+ 6.64% |
$28K - $28.7K
|
14.5K
$367K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
885+ 9.46% |
$27.4K - $28.2K
|
10.2K
$259K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
854New |
$26.5K - $27.2K
|
854
$21.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
814+ 3.61% |
$25.2K - $25.9K
|
23.4K
$591K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
719+ 6.52% |
$22.3K - $22.9K
|
11.8K
$297K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
694+ 3.41% |
$21.5K - $22.1K
|
21K
$531K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
654New |
$20.3K - $20.8K
|
654
$16.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
619New |
$19.2K - $19.7K
|
619
$15.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
592+ 1.71% |
$18.3K - $18.8K
|
35.1K
$887K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
569+ 4.19% |
$17.6K - $18.1K
|
14.1K
$357K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
548+ 7.83% |
$17K - $17.4K
|
7.55K
$191K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
547+ 0.06% |
$16.9K - $17.4K
|
847K
$21.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
540+ 0.26% |
$16.7K - $17.2K
|
207K
$5.24M
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
535+ 4.34% |
$16.6K - $17K
|
12.9K
$325K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
535+ 4.34% |
$16.6K - $17K
|
12.9K
$325K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
414+ 20.12% |
$12.8K - $13.2K
|
2.47K
$62.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
398+ 5.33% |
$12.3K - $12.7K
|
7.87K
$199K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
386New |
$12K - $12.3K
|
386
$9.75K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
334+ 1.93% |
$10.3K - $10.6K
|
17.7K
$446K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
328+ 2.8% |
$10.2K - $10.4K
|
12K
$304K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
321+ 39.05% |
$9.94K - $10.2K
|
1.14K
$28.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
319+ 300.94% |
$9.88K - $10.2K
|
425
$10.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
300New |
$9.29K - $9.55K
|
300
$7.58K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
278+ 60.7% |
$8.61K - $8.85K
|
736
$18.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
270+ 30.0% |
$8.36K - $8.59K
|
1.17K
$29.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
265+ 1.94% |
$8.21K - $8.43K
|
13.9K
$351K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
250New |
$7.75K - $7.96K
|
250
$6.32K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
243+ 0.75% |
$7.53K - $7.73K
|
32.8K
$829K
|