Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
783KNew |
$19.8M - $20.6M
|
783K
$20.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
570KNew |
$14.4M - $15M
|
570K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
479K+ 68.09% |
$12.1M - $12.6M
|
1.18M
$30.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
204KNew |
$5.15M - $5.37M
|
204K
$5.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135K+ 9.53% |
$3.4M - $3.55M
|
1.55M
$40.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
98.4KNew |
$2.49M - $2.59M
|
98.4K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
54.8K+ 88.62% |
$1.38M - $1.44M
|
117K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
54.5K+ 7.59% |
$1.38M - $1.44M
|
772K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
44.4KNew |
$1.12M - $1.17M
|
44.4K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41.9KNew |
$1.06M - $1.1M
|
41.9K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
40.6K+ 7.25% |
$1.02M - $1.07M
|
600K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
39.8KNew |
$1.01M - $1.05M
|
39.8K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
38.4KNew |
$971K - $1.01M
|
38.4K
$1M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
33.1KNew |
$837K - $873K
|
33.1K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
30.9KNew |
$780K - $814K
|
30.9K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.7K+ 61.38% |
$573K - $598K
|
59.7K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.3K+ 30.67% |
$563K - $587K
|
94.9K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.9KNew |
$553K - $576K
|
21.9K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
19KNew |
$481K - $501K
|
19K
$495K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
19KNew |
$481K - $501K
|
19K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$442K - $461K
|
17.5K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
17.4KNew |
$440K - $459K
|
17.4K
$453K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
16.6K+ 5.07% |
$420K - $438K
|
344K
$8.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
12.2KNew |
$307K - $320K
|
12.2K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 5.95% |
$305K - $319K
|
215K
$5.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
12K+ 8.69% |
$304K - $317K
|
151K
$3.91M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
12K+ 5.46% |
$302K - $315K
|
231K
$6M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
10.2K+ 122.82% |
$257K - $268K
|
18.5K
$480K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
9.7K+ 9.83% |
$245K - $255K
|
108K
$2.82M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.6K+ 73.12% |
$242K - $253K
|
22.7K
$591K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
9.04KNew |
$228K - $238K
|
9.04K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
8.81KNew |
$223K - $232K
|
8.81K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.91KNew |
$200K - $208K
|
7.91K
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.5K+ 5.13% |
$189K - $198K
|
154K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.15K+ 0.8% |
$181K - $188K
|
896K
$23.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.22KNew |
$157K - $164K
|
6.22K
$162K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.78KNew |
$146K - $152K
|
5.78K
$150K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.36K+ 15.52% |
$135K - $141K
|
39.9K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.6K+ 13.57% |
$116K - $121K
|
38.5K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
4.29K+ 14.82% |
$108K - $113K
|
33.2K
$864K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.24K+ 106.94% |
$107K - $112K
|
8.21K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4K+ 17.32% |
$101K - $105K
|
27.1K
$704K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.84K+ 3.14% |
$96.8K - $101K
|
126K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.38K+ 9.35% |
$85.3K - $89K
|
39.5K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3.23K+ 19.93% |
$81.6K - $85.1K
|
19.4K
$506K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.67K+ 37.65% |
$67.5K - $70.4K
|
9.77K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
2.6K+ 0.34% |
$65.7K - $68.5K
|
760K
$19.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.02K+ 1.49% |
$51.1K - $53.3K
|
137K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.94K+ 12.55% |
$48.9K - $51K
|
17.4K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.85K+ 2.13% |
$46.8K - $48.8K
|
88.8K
$2.31M
|