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 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.33% |
$24.8 - $25.8
|
303
$7.65K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.1% |
$24.8 - $25.8
|
964
$24.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.02% |
$24.8 - $25.8
|
4.15K
$105K
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-3- 0.14% |
$74.3 - $77.5
|
2.1K
$53.1K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8- 0.07% |
$198 - $207
|
10.8K
$273K
|
|
|
Nov 06, 2023
Q3 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-16- 0.01% |
$396 - $413
|
273K
$6.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-35- 1.52% |
$867 - $904
|
2.28K
$57.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-38- 0.36% |
$941 - $982
|
10.5K
$264K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-42- 14.09% |
$1.04K - $1.08K
|
256
$6.47K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-52- 8.06% |
$1.29K - $1.34K
|
593
$15K
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-77- 0.34% |
$1.91K - $1.99K
|
22.6K
$570K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-102- 5.59% |
$2.53K - $2.63K
|
1.72K
$43.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-128- 36.78% |
$3.17K - $3.31K
|
220
$5.56K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-160- 0.48% |
$3.96K - $4.13K
|
33.3K
$840K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-179- 2.0% |
$4.43K - $4.62K
|
8.78K
$222K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-320- 1.13% |
$7.93K - $8.27K
|
27.9K
$704K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-334- 1.58% |
$8.27K - $8.63K
|
20.7K
$524K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-468- 5.07% |
$11.6K - $12.1K
|
8.76K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-569- 5.37% |
$14.1K - $14.7K
|
10K
$253K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-569- 94.99% |
$14.1K - $14.7K
|
30
$758
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-586- 2.69% |
$14.5K - $15.1K
|
21.2K
$535K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-681- 8.33% |
$16.9K - $17.6K
|
7.49K
$189K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-767- 3.34% |
$19K - $19.8K
|
22.2K
$560K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-827- 3.59% |
$20.5K - $21.4K
|
22.2K
$560K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-875- 1.75% |
$21.7K - $22.6K
|
49K
$1.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-878- 3.75% |
$21.7K - $22.7K
|
22.5K
$569K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-893- 5.85% |
$22.1K - $23.1K
|
14.4K
$363K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1K- 9.09% |
$24.8K - $25.8K
|
10K
$253K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.06K- 11.42% |
$26.3K - $27.5K
|
8.25K
$208K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.12K- 5.7% |
$27.7K - $28.9K
|
18.5K
$468K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.17K- 1.5% |
$29.1K - $30.3K
|
77.1K
$1.95M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.2K- 2.78% |
$29.7K - $31K
|
41.9K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.21K- 6.17% |
$30.1K - $31.4K
|
18.5K
$466K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.26K- 3.62% |
$31.1K - $32.4K
|
33.4K
$843K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.3K- 9.44% |
$32.1K - $33.4K
|
12.4K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.33K- 13.43% |
$32.9K - $34.3K
|
8.57K
$216K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.4K- 1.79% |
$34.7K - $36.2K
|
76.8K
$1.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.42K- 14.17% |
$35.3K - $36.8K
|
8.62K
$218K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.45K- 0.77% |
$35.8K - $37.3K
|
187K
$4.73M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.47K- 8.92% |
$36.4K - $37.9K
|
15K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.86K- 3.89% |
$46.1K - $48.1K
|
46K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.88K- 5.35% |
$46.5K - $48.5K
|
33.2K
$839K
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 1.23% |
$56.1K - $58.5K
|
182K
$4.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.65K- 11.28% |
$65.7K - $68.5K
|
20.9K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.71K- 20.12% |
$67.1K - $69.9K
|
10.8K
$272K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.78K- 26.44% |
$68.8K - $71.8K
|
7.73K
$195K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.78K- 2.71% |
$68.9K - $71.9K
|
99.9K
$2.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.86K- 12.43% |
$70.9K - $73.9K
|
20.2K
$509K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.11K- 1.71% |
$77K - $80.3K
|
179K
$4.52M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.23K- 9.61% |
$80K - $83.4K
|
30.4K
$767K
|