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 |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5.7K+ 4.27% |
$141K - $147K
|
139K
$3.51M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.41K+ 2.09% |
$134K - $140K
|
264K
$6.68M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.3K+ 19.12% |
$131K - $137K
|
33K
$834K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.65K+ 17.96% |
$115K - $120K
|
30.6K
$772K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
4.56K+ 6.97% |
$113K - $118K
|
70K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.52K+ 12.49% |
$112K - $117K
|
40.7K
$1.03M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.33KNew |
$107K - $112K
|
4.33K
$109K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.05K+ 1800.0% |
$100K - $105K
|
4.28K
$108K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.01KNew |
$99.4K - $104K
|
4.01K
$101K
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
3.92K+ 3.11% |
$97.2K - $101K
|
130K
$3.28M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
3.76K+ 2.38% |
$93.2K - $97.1K
|
162K
$4.08M
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.73K+ 11.19% |
$92.4K - $96.3K
|
37.1K
$936K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.72K+ 345.95% |
$92.1K - $96.1K
|
4.79K
$121K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.45K+ 94.34% |
$85.5K - $89.2K
|
7.11K
$180K
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
3.35K+ 30.22% |
$83.1K - $86.6K
|
14.5K
$365K
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.2K+ 0.25% |
$79.3K - $82.7K
|
1.27M
$32M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.09K+ 11.45% |
$76.5K - $79.7K
|
30K
$759K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.81K+ 6.01% |
$44.9K - $46.9K
|
32K
$808K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.73K+ 18.12% |
$42.9K - $44.7K
|
11.3K
$285K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.63K+ 1.48% |
$40.4K - $42.1K
|
112K
$2.82M
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.46K+ 7.85% |
$36.2K - $37.8K
|
20.1K
$507K
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 4.68% |
$36K - $37.5K
|
32.5K
$820K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.1K+ 84.54% |
$27.2K - $28.4K
|
2.4K
$60.6K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
777+ 0.57% |
$19.2K - $20.1K
|
137K
$3.46M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
631+ 0.93% |
$15.6K - $16.3K
|
68.2K
$1.72M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
578New |
$14.3K - $14.9K
|
578
$14.6K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
532New |
$13.2K - $13.7K
|
532
$13.4K
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
530+ 0.3% |
$13.1K - $13.7K
|
179K
$4.51M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
481+ 2.83% |
$11.9K - $12.4K
|
17.5K
$442K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
414+ 41.82% |
$10.3K - $10.7K
|
1.4K
$35.5K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
361+ 3.0% |
$8.94K - $9.32K
|
12.4K
$313K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
354+ 116.83% |
$8.77K - $9.14K
|
657
$16.6K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
323+ 4.55% |
$8K - $8.34K
|
7.42K
$187K
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
307+ 2.67% |
$7.6K - $7.93K
|
11.8K
$299K
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
250+ 1.5% |
$6.19K - $6.46K
|
16.9K
$427K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
150+ 5000.0% |
$3.72K - $3.87K
|
153
$3.86K
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
145+ 0.74% |
$3.59K - $3.75K
|
19.6K
$496K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
115+ 5.43% |
$2.85K - $2.97K
|
2.23K
$56.4K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
96+ 0.17% |
$2.38K - $2.48K
|
55K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
90New |
$2.23K - $2.32K
|
90
$2.27K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
84New |
$2.08K - $2.17K
|
84
$2.12K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
69New |
$1.71K - $1.78K
|
69
$1.74K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48+ 15.48% |
$1.19K - $1.24K
|
358
$9.04K
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
42+ 0.33% |
$1.04K - $1.08K
|
12.7K
$321K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
41New |
$1.02K - $1.06K
|
41
$1.04K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20+ 1.97% |
$495 - $517
|
1.03K
$26.1K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19+ 9.27% |
$471 - $491
|
224
$5.66K
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
2+ 1.18% |
$49.5 - $51.7
|
172
$4.34K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1New |
$24.8 - $25.8
|
1
$25.3
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1New |
$24.8 - $25.8
|
1
$25.3
|