Latest Institutional Transactions on Spdr Bloomberg 1 10 Year Tips (TIPX)
This table provides information on the latest institutional transactions involving Spdr Bloomberg 1 10 Year Tips (TIPX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-10.5K- 3.39% |
$192K - $197K
|
299K
$5.49M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2KNew |
$36.6K - $37.7K
|
2K
$36.7K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
20K+ 156.25% |
$366K - $377K
|
32.8K
$603K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.8K+ 151.97% |
$289K - $297K
|
26.2K
$480K
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
10.1KNew |
$185K - $191K
|
10.1K
$186K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-105- 0.95% |
$1.92K - $1.98K
|
11K
$202K
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
25.8KNew |
$472K - $486K
|
25.8K
$474K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
178New |
$3.26K - $3.35K
|
178
$3.27K
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
42.2KNew |
$772K - $794K
|
42.2K
$775K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.82K+ 11.73% |
$33.3K - $34.3K
|
17.3K
$318K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.42K- 22.13% |
$136K - $140K
|
26.1K
$479K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18- 42.86% |
$329 - $339
|
24
$441
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
21+ 1.41% |
$384 - $396
|
1.51K
$27.8K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
62.8KNew |
$1.15M - $1.18M
|
62.8K
$1.15M
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6.76K+ 29.36% |
$124K - $127K
|
29.8K
$547K
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
10KNew |
$183K - $188K
|
10K
$184K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$45.8K - $47.2K
|
2.5K
$46K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
470New |
$8.6K - $8.85K
|
470
$8.63K
|
|
Q3 2022 | |||||||
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
87.2KNew |
N/A
|
87.2K
$1.6M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
18.6K+ 35.47% |
N/A
|
71K
$1.3M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-59.6K- 84.2% |
N/A
|
11.2K
$205K
|
|
Nov 14, 2022
Q3 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
40KNew |
N/A
|
40K
$735K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
22.6KNew |
N/A
|
22.6K
$416K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-601K- 88.31% |
N/A
|
79.5K
$1.46M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
202+ 1.53% |
N/A
|
13.4K
$247K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-88- 10.93% |
N/A
|
717
$13.2K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
851New |
N/A
|
851
$15.6K
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.23K- 8.96% |
N/A
|
12.5K
$230K
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-69.8K- 48.08% |
N/A
|
75.4K
$1.39M
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
5.01KNew |
N/A
|
5.01K
$92K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.46K+ 112.99% |
N/A
|
2.75K
$50.6K
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-250- 16.67% |
N/A
|
1.25K
$23K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
553New |
N/A
|
553
$10.2K
|
|
Oct 26, 2022
Q3 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-35.3K- 6.02% |
N/A
|
551K
$10.1M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.54KNew |
N/A
|
6.54K
$120K
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-4K- 19.79% |
N/A
|
16.2K
$298K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.96KNew |
N/A
|
1.96K
$36K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
604New |
N/A
|
604
$11.1K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
925New |
N/A
|
925
$17K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
97.8K+ 81.12% |
N/A
|
218K
$4.01M
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.2KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-209K- 98.83% |
N/A
|
2.48K
$45.5K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9.07K- 32.38% |
N/A
|
18.9K
$348K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.5K- 12.74% |
N/A
|
154K
$2.83M
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
156New |
N/A
|
156
$2.87K
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-60.5K- 80.48% |
N/A
|
14.7K
$269K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
36New |
N/A
|
36
$661
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
47.9KNew |
N/A
|
47.9K
$881K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
552+ 28.03% |
N/A
|
2.52K
$46.3K
|