Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
11K+ 8.32% |
$279K - $315K
|
143K
$3.62M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.6K+ 46.11% |
$269K - $304K
|
33.7K
$851K
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
9.53KNew |
$242K - $273K
|
9.53K
$241K
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.48KNew |
$240K - $271K
|
9.48K
$239K
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
9.47KNew |
$240K - $271K
|
9.47K
$239K
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.36K+ 5.17% |
$237K - $268K
|
190K
$4.8M
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
8.75KNew |
$222K - $250K
|
8.75K
$221K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.64K+ 15.77% |
$219K - $247K
|
63.4K
$1.6M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.56K+ 6.29% |
$217K - $245K
|
145K
$3.65M
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.51K+ 9.77% |
$216K - $243K
|
95.6K
$2.41M
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.32KNew |
$211K - $238K
|
8.32K
$210K
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
8.18K+ 24.36% |
$207K - $234K
|
41.7K
$1.05M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.88KNew |
$200K - $226K
|
7.88K
$199K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.16K+ 14.14% |
$182K - $205K
|
57.8K
$1.46M
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.64K+ 2.86% |
$168K - $190K
|
239K
$6.04M
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.6K+ 5.05% |
$142K - $160K
|
117K
$2.94M
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.03K+ 14.25% |
$128K - $144K
|
40.4K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4.33K+ 33.96% |
$110K - $124K
|
17.1K
$431K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.14K+ 0.97% |
$105K - $119K
|
433K
$10.9M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.04K+ 1.56% |
$102K - $116K
|
262K
$6.63M
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.94KNew |
$99.9K - $113K
|
3.94K
$99.5K
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.94K+ 13.29% |
$99.8K - $113K
|
33.6K
$848K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.84K+ 6.66% |
$97.5K - $110K
|
61.6K
$1.56M
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.61K+ 7.27% |
$91.7K - $103K
|
53.4K
$1.35M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
3.36K+ 17.38% |
$85.2K - $96.1K
|
22.7K
$573K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.01K+ 12.3% |
$76.4K - $86.2K
|
27.5K
$695K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.87KNew |
$72.8K - $82.2K
|
2.87K
$72.5K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.69K+ 16.74% |
$68.2K - $76.9K
|
18.8K
$474K
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 1.89% |
$66.7K - $75.3K
|
142K
$3.59M
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.61K+ 14.13% |
$66.2K - $74.6K
|
21.1K
$532K
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.49K+ 1.93% |
$63.1K - $71.2K
|
132K
$3.33M
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.27K+ 7.29% |
$57.6K - $65K
|
33.4K
$845K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.05K+ 1.48% |
$51.9K - $58.5K
|
140K
$3.54M
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.94K+ 3.75% |
$49.1K - $55.4K
|
53.6K
$1.35M
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
1.86K+ 11.51% |
$47.2K - $53.2K
|
18K
$455K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.86KNew |
$47.1K - $53.1K
|
1.86K
$46.9K
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.83K+ 1.85% |
$46.3K - $52.2K
|
101K
$2.54M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.8K+ 0.51% |
$45.7K - $51.6K
|
355K
$8.97M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.79K+ 0.73% |
$45.4K - $51.2K
|
247K
$6.23M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.78K+ 20.49% |
$45.2K - $51K
|
10.5K
$265K
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.65K+ 4.21% |
$41.8K - $47.2K
|
40.8K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.59KNew |
$40.4K - $45.6K
|
1.59K
$40.2K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.54K+ 10.21% |
$38.9K - $43.9K
|
16.6K
$419K
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
966+ 0.61% |
$24.5K - $27.6K
|
160K
$4.03M
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
962+ 1.4% |
$24.4K - $27.5K
|
69.4K
$1.75M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
958+ 90.38% |
$24.3K - $27.4K
|
2.02K
$51K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
839New |
$21.3K - $24K
|
839
$21.2K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
824+ 9.5% |
$20.9K - $23.6K
|
9.5K
$240K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
670+ 1.86% |
$17K - $19.2K
|
36.8K
$929K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
569+ 6.12% |
$14.4K - $16.3K
|
9.87K
$249K
|