Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
1.96K+ 0.52% |
$60.8K - $62.5K
|
378K
$9.55M
|
|
|
Jan 24, 2022
Q4 2021
|
Verde Capital Management
|
BUY
|
- |
1.9K+ 4.76% |
$58.9K - $60.5K
|
41.7K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.89K+ 0.12% |
$58.7K - $60.3K
|
1.57M
$39.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.72K+ 0.81% |
$53.6K - $55K
|
215K
$5.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.68K+ 6.15% |
$52.2K - $53.7K
|
29K
$733K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.62K+ 13.83% |
$50.4K - $51.7K
|
13.3K
$337K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.62K+ 5.03% |
$50.2K - $51.6K
|
33.7K
$852K
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
1.59KNew |
$49.3K - $50.7K
|
1.59K
$40.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.43K+ 4.25% |
$44.5K - $45.7K
|
35.1K
$887K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.4KNew |
$43.5K - $44.7K
|
1.4K
$35.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
1.3K+ 8.78% |
$40.2K - $41.3K
|
16.1K
$405K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.24K+ 5.3% |
$38.5K - $39.5K
|
24.6K
$622K
|
|
|
Feb 09, 2022
Q4 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.2K+ 2.19% |
$37.3K - $38.3K
|
56K
$1.41M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.2KNew |
$37.3K - $38.3K
|
1.2K
$30.3K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.19K+ 5.98% |
$37K - $38K
|
21.1K
$532K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.02K+ 9.96% |
$31.7K - $32.6K
|
11.3K
$285K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
978+ 3.88% |
$30.4K - $31.2K
|
26.2K
$662K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
944+ 6.0% |
$29.3K - $30.1K
|
16.7K
$421K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
942+ 6.49% |
$29.3K - $30.1K
|
15.5K
$390K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
836+ 3.03% |
$26K - $26.7K
|
28.5K
$719K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
800+ 93.68% |
$24.9K - $25.5K
|
1.65K
$41.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
774+ 2.2% |
$24.1K - $24.7K
|
35.9K
$907K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
769+ 0.57% |
$23.9K - $24.5K
|
135K
$3.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
682New |
$21.2K - $21.8K
|
682
$17.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
657New |
$20.4K - $21K
|
657
$16.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
651+ 5.54% |
$20.2K - $20.8K
|
12.4K
$313K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
592New |
$18.4K - $18.9K
|
592
$15K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
559New |
$17.4K - $17.8K
|
559
$14.1K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
540+ 1.21% |
$16.8K - $17.2K
|
45.2K
$1.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
535New |
$16.6K - $17.1K
|
535
$13.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
422+ 68.17% |
$13.1K - $13.5K
|
1.04K
$26.3K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
390+ 3.03% |
$12.1K - $12.4K
|
13.3K
$335K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
390+ 3.03% |
$12.1K - $12.4K
|
13.3K
$335K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
372+ 40.04% |
$11.6K - $11.9K
|
1.3K
$32.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
313+ 0.41% |
$9.73K - $9.99K
|
77K
$1.94M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
297New |
$9.23K - $9.48K
|
297
$7.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
261+ 1.69% |
$8.11K - $8.33K
|
15.7K
$398K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
222New |
$6.9K - $7.09K
|
222
$5.61K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
192New |
$5.97K - $6.13K
|
192
$4.85K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
165+ 1.19% |
$5.13K - $5.27K
|
14.1K
$355K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
154+ 0.19% |
$4.79K - $4.92K
|
82.1K
$2.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
107New |
$3.33K - $3.42K
|
107
$2.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
96New |
$2.98K - $3.06K
|
96
$2.42K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
81+ 1.22% |
$2.52K - $2.59K
|
6.71K
$170K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
77+ 4.6% |
$2.39K - $2.46K
|
1.75K
$44.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
71+ 2.43% |
$2.21K - $2.27K
|
2.99K
$75.6K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
65New |
$2.02K - $2.07K
|
65
$1.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
41+ 16.4% |
$1.27K - $1.31K
|
291
$7.35K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
35New |
$1.09K - $1.12K
|
35
$884
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
35New |
$1.09K - $1.12K
|
35
$884
|