Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
519K+ 58.9% |
$12.8M - $13.4M
|
1.4M
$35.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
466KNew |
$11.5M - $12M
|
466K
$11.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
336KNew |
$8.32M - $8.68M
|
336K
$8.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
259K+ 52.94% |
$6.43M - $6.7M
|
750K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
219K+ 17.07% |
$5.44M - $5.67M
|
1.51M
$38.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
105KNew |
$2.61M - $2.72M
|
105K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
104K+ 63.15% |
$2.57M - $2.68M
|
268K
$6.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
98.5K+ 1028.6% |
$2.44M - $2.55M
|
108K
$2.74M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
87.6K+ 16.3% |
$2.17M - $2.26M
|
625K
$15.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
62.9KNew |
$1.56M - $1.63M
|
62.9K
$1.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
57.1KNew |
$1.41M - $1.47M
|
57.1K
$1.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
41.3KNew |
$1.02M - $1.07M
|
41.3K
$1.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
41.2KNew |
$1.02M - $1.06M
|
41.2K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
40.1KNew |
$993K - $1.04M
|
40.1K
$1.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
39.8K+ 68.05% |
$987K - $1.03M
|
98.4K
$2.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
38.7KNew |
$959K - $1M
|
38.7K
$980K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.4KNew |
$928K - $967K
|
37.4K
$949K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
36.7KNew |
$908K - $947K
|
36.7K
$928K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
34.3K+ 7.04% |
$850K - $887K
|
522K
$13.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
34.3K+ 11.78% |
$850K - $886K
|
326K
$8.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
33K+ 59.68% |
$818K - $853K
|
88.4K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33K+ 18309.44% |
$816K - $851K
|
33.1K
$839K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
29.3KNew |
$725K - $756K
|
29.3K
$741K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21K+ 19.33% |
$521K - $543K
|
130K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
19.3KNew |
$477K - $498K
|
19.3K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
18.8K+ 3.97% |
$466K - $486K
|
493K
$12.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
17K+ 11.58% |
$420K - $438K
|
164K
$4.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
15.5KNew |
$385K - $401K
|
15.5K
$393K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
15.4KNew |
$382K - $399K
|
15.4K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$362K - $378K
|
14.6K
$371K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.8K+ 40.47% |
$343K - $358K
|
48.1K
$1.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 20.86% |
$307K - $320K
|
71.8K
$1.82M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.2K+ 127.92% |
$301K - $314K
|
21.7K
$549K
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
11.5KNew |
$284K - $296K
|
11.5K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.4K+ 144.95% |
$281K - $293K
|
19.2K
$486K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
11.3K+ 4.65% |
$279K - $291K
|
254K
$6.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 129.46% |
$258K - $269K
|
18.5K
$468K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
10.3KNew |
$254K - $265K
|
10.3K
$260K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
9.96K+ 6.12% |
$247K - $257K
|
173K
$4.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
9.69K+ 74.67% |
$240K - $250K
|
22.7K
$574K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
9.53K+ 97.68% |
$236K - $246K
|
19.3K
$489K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9.18K+ 536.02% |
$227K - $237K
|
10.9K
$276K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.16KNew |
$227K - $237K
|
9.16K
$232K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.8KNew |
$218K - $227K
|
8.8K
$223K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.61KNew |
$213K - $222K
|
8.61K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
8.4KNew |
$208K - $217K
|
8.4K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.29KNew |
$205K - $214K
|
8.29K
$210K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
7.21K+ 17.55% |
$179K - $186K
|
48.3K
$1.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.56K+ 1.72% |
$163K - $170K
|
388K
$9.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.19K+ 15.53% |
$153K - $160K
|
46K
$1.17M
|