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 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
223+ 1.46% |
$6.91K - $7.1K
|
15.5K
$391K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
220New |
$6.82K - $7K
|
220
$5.56K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
167+ 70.76% |
$5.17K - $5.31K
|
403
$10.2K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
147+ 0.72% |
$4.55K - $4.68K
|
20.5K
$517K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
142New |
$4.4K - $4.52K
|
142
$3.59K
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
135+ 0.53% |
$4.18K - $4.3K
|
25.6K
$646K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
132+ 0.64% |
$4.09K - $4.2K
|
20.7K
$523K
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
130+ 2.0% |
$4.03K - $4.14K
|
6.63K
$167K
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
93New |
$2.88K - $2.96K
|
93
$2.35K
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
89New |
$2.76K - $2.83K
|
89
$2.25K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
66+ 1.98% |
$2.04K - $2.1K
|
3.41K
$86K
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
61+ 0.68% |
$1.89K - $1.94K
|
9K
$227K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
45New |
$1.39K - $1.43K
|
45
$1.14K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
15+ 0.9% |
$465 - $477
|
1.68K
$42.3K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
2New |
$62 - $63.6
|
2
$50.5
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1New |
$31 - $31.8
|
1
$25.3
|
|
Oct 05, 2021
Q3 2021
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1+ 0.01% |
$31 - $31.8
|
8.79K
$222K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1Closed |
$31 - $31.8
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1- 0.02% |
$31 - $31.8
|
4.01K
$101K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-10- 0.62% |
$310 - $318
|
1.6K
$40.4K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-68- 4.49% |
$2.11K - $2.16K
|
1.45K
$36.6K
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-72- 0.28% |
$2.23K - $2.29K
|
26K
$656K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-80- 5.22% |
$2.48K - $2.55K
|
1.45K
$36.7K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-129- 1.59% |
$4K - $4.1K
|
8.01K
$202K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-145- 0.77% |
$4.49K - $4.61K
|
18.8K
$475K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-150Closed |
$4.65K - $4.77K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
SELL
|
- |
-254- 2.37% |
$7.87K - $8.08K
|
10.4K
$264K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-271- 1.94% |
$8.4K - $8.62K
|
13.7K
$346K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-274- 71.92% |
$8.49K - $8.72K
|
107
$2.7K
|
|
Oct 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-315- 1.51% |
$9.76K - $10K
|
20.5K
$518K
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-350- 1.11% |
$10.8K - $11.1K
|
31.3K
$791K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-478- 31.61% |
$14.8K - $15.2K
|
1.03K
$26.1K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-483- 0.49% |
$15K - $15.4K
|
97.4K
$2.46M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-514- 1.83% |
$15.9K - $16.4K
|
27.6K
$698K
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-541Closed |
$16.8K - $17.2K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-558- 0.72% |
$17.3K - $17.8K
|
76.6K
$1.94M
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-578- 3.52% |
$17.9K - $18.4K
|
15.8K
$400K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-586Closed |
$18.2K - $18.6K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-678Closed |
$21K - $21.6K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-708- 2.74% |
$21.9K - $22.5K
|
25.1K
$634K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-748- 2.17% |
$23.2K - $23.8K
|
33.7K
$851K
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-940- 3.3% |
$29.1K - $29.9K
|
27.5K
$696K
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.06KClosed |
$32.9K - $33.8K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.14KClosed |
$35.4K - $36.4K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.29K- 10.82% |
$40.1K - $41.2K
|
10.7K
$269K
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.36K- 44.8% |
$73.1K - $75.1K
|
2.91K
$73.5K
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.41K- 17.35% |
$74.6K - $76.7K
|
11.5K
$290K
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.51KClosed |
$77.9K - $80K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 21.29% |
$80.5K - $82.6K
|
9.6K
$243K
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.64K- 12.75% |
$81.8K - $84K
|
18.1K
$457K
|