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 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
557+ 3.24% |
$14.1K - $15.9K
|
17.8K
$448K
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
543+ 3.62% |
$13.8K - $15.5K
|
15.5K
$392K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
374+ 0.48% |
$9.48K - $10.7K
|
78K
$1.97M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
357+ 605.08% |
$9.05K - $10.2K
|
416
$10.5K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
284+ 0.14% |
$7.2K - $8.13K
|
203K
$5.13M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
264+ 1.62% |
$6.7K - $7.55K
|
16.5K
$418K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
263+ 2.21% |
$6.67K - $7.52K
|
12.2K
$307K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
235New |
$5.96K - $6.72K
|
235
$5.94K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
235New |
$5.96K - $6.72K
|
235
$5.94K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
140+ 72.54% |
$3.55K - $4.01K
|
333
$8.41K
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
131+ 1.09% |
$3.32K - $3.75K
|
12.2K
$307K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
92+ 0.26% |
$2.33K - $2.63K
|
36K
$910K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
91New |
$2.31K - $2.6K
|
91
$2.3K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
81+ 0.69% |
$2.05K - $2.32K
|
11.9K
$301K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
73New |
$1.85K - $2.09K
|
73
$1.84K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
60New |
$1.52K - $1.72K
|
60
$1.52K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 1.74% |
$456 - $515
|
1.05K
$26.6K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12+ 0.03% |
$304 - $343
|
34.3K
$867K
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
5+ 0.18% |
$127 - $143
|
2.71K
$68.5K
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1New |
$25.4 - $28.6
|
1
$25.3
|
|
Oct 11, 2022
Q3 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-3- 0.14% |
$76.1 - $85.8
|
2.18K
$55K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-6- 0.3% |
$152 - $172
|
2K
$50.5K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-12- 0.98% |
$304 - $343
|
1.21K
$30.5K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12- 0.23% |
$304 - $343
|
5.21K
$132K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-28- 0.04% |
$710 - $801
|
75.4K
$1.91M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-46- 0.55% |
$1.17K - $1.32K
|
8.28K
$209K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-55- 2.45% |
$1.39K - $1.57K
|
2.19K
$55.2K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-66- 1.91% |
$1.67K - $1.89K
|
3.39K
$85.6K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-69- 22.4% |
$1.75K - $1.97K
|
239
$6.04K
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-92- 0.53% |
$2.33K - $2.63K
|
17.2K
$435K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-97- 0.76% |
$2.46K - $2.78K
|
12.7K
$320K
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 1.9% |
$5.07K - $5.72K
|
10.4K
$261K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-210- 68.85% |
$5.33K - $6.01K
|
95
$2.4K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-335Closed |
$8.5K - $9.58K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-377- 3.41% |
$9.56K - $10.8K
|
10.7K
$270K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-402- 54.77% |
$10.2K - $11.5K
|
332
$8.39K
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-520- 2.91% |
$13.2K - $14.9K
|
17.4K
$439K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-549- 5.44% |
$13.9K - $15.7K
|
9.55K
$241K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-606- 5.45% |
$15.4K - $17.3K
|
10.5K
$266K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-613- 0.93% |
$15.5K - $17.5K
|
65.5K
$1.65M
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-629- 5.66% |
$16K - $18K
|
10.5K
$265K
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-774- 3.78% |
$19.6K - $22.1K
|
19.7K
$498K
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-807- 5.15% |
$20.5K - $23.1K
|
14.9K
$376K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-820- 1.44% |
$20.8K - $23.5K
|
56.1K
$1.42M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-900- 38.41% |
$22.8K - $25.7K
|
1.44K
$36.5K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-914- 6.22% |
$23.2K - $26.1K
|
13.8K
$348K
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-963- 5.96% |
$24.4K - $27.6K
|
15.2K
$384K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-968- 3.95% |
$24.5K - $27.7K
|
23.6K
$595K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.01K- 7.46% |
$25.7K - $29K
|
12.6K
$318K
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-1.09K- 6.74% |
$27.7K - $31.2K
|
15.1K
$381K
|