Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
892K+ 3228.85% |
$21.8M - $23.1M
|
919K
$23.3M
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
433KNew |
$10.6M - $11.2M
|
433K
$11M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
357K+ 47.6% |
$8.71M - $9.23M
|
1.11M
$28M
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
350KNew |
$8.55M - $9.06M
|
350K
$8.87M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
261K+ 3.33% |
$6.38M - $6.76M
|
8.09M
$205M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
223K+ 327.47% |
$5.45M - $5.78M
|
292K
$7.39M
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
217K+ 142.72% |
$5.31M - $5.63M
|
370K
$9.37M
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
196K+ 1353.96% |
$4.78M - $5.06M
|
210K
$5.32M
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
166KNew |
$4.06M - $4.3M
|
166K
$4.21M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
146K+ 24.2% |
$3.57M - $3.78M
|
749K
$19M
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
101K+ 61.67% |
$2.46M - $2.61M
|
264K
$6.7M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
96.1KNew |
$2.35M - $2.49M
|
96.1K
$2.43M
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
90.5K+ 326.84% |
$2.21M - $2.34M
|
118K
$2.99M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
86.9KNew |
$2.12M - $2.25M
|
86.9K
$2.2M
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
81.5K+ 359.46% |
$1.99M - $2.11M
|
104K
$2.64M
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
77.5KNew |
$1.89M - $2M
|
77.5K
$1.96M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
76.7K+ 354.02% |
$1.87M - $1.98M
|
98.4K
$2.49M
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
68.4KNew |
$1.67M - $1.77M
|
68.4K
$1.73M
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
52.1K+ 99.99% |
$1.27M - $1.35M
|
104K
$2.64M
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
49.6KNew |
$1.21M - $1.28M
|
49.6K
$1.26M
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
48KNew |
$1.17M - $1.24M
|
48K
$1.21M
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
47.3KNew |
$1.16M - $1.22M
|
47.3K
$1.2M
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
46.8KNew |
$1.14M - $1.21M
|
46.8K
$1.18M
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
41.2KNew |
$1.01M - $1.07M
|
41.2K
$1.04M
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
40K+ 87.01% |
$978K - $1.04M
|
86.1K
$2.18M
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
37.7K+ 192.11% |
$921K - $975K
|
57.3K
$1.45M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
37.5K+ 7.17% |
$915K - $969K
|
560K
$14.2M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
34.9KNew |
$853K - $904K
|
34.9K
$885K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31KNew |
$757K - $802K
|
31K
$785K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.6K+ 204.98% |
$699K - $741K
|
42.6K
$1.08M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24KNew |
$587K - $622K
|
24K
$609K
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
23KNew |
$561K - $594K
|
23K
$582K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.6K+ 53.08% |
$430K - $455K
|
50.7K
$1.28M
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
17.1KNew |
$418K - $443K
|
17.1K
$434K
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16KNew |
$390K - $413K
|
16K
$405K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
15.5K+ 100.06% |
$379K - $402K
|
31.1K
$787K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.8K+ 4.76% |
$362K - $384K
|
326K
$8.26M
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14.8KNew |
$361K - $382K
|
14.8K
$374K
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
14.4K+ 43.18% |
$351K - $372K
|
47.6K
$1.21M
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13.5KNew |
$331K - $350K
|
13.5K
$343K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
13.3K+ 8.26% |
$326K - $345K
|
175K
$4.43M
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
12.7K+ 5.01% |
$311K - $329K
|
267K
$6.76M
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
12.5K+ 12.74% |
$306K - $324K
|
111K
$2.81M
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
12.5KNew |
$305K - $323K
|
12.5K
$316K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.5KNew |
$304K - $322K
|
12.5K
$315K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12K+ 10.01% |
$294K - $312K
|
132K
$3.35M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7K+ 6.26% |
$285K - $302K
|
198K
$5.02M
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.5KNew |
$280K - $296K
|
11.5K
$290K
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
11.4K+ 6.62% |
$279K - $296K
|
184K
$4.66M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 9.33% |
$246K - $261K
|
118K
$2.99M
|