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 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
12.6KNew |
$225K - $234K
|
12.6K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
29.2KNew |
$523K - $544K
|
29.2K
$565K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$286 - $298
|
16
$310
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22KNew |
$21.8K - $22.7K
|
1.22K
$23.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
177New |
$3.17K - $3.3K
|
177
$3.42K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.5K- 17.63% |
$510K - $531K
|
133K
$2.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
121KNew |
$2.16M - $2.25M
|
121K
$2.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
25.7KNew |
$461K - $479K
|
25.7K
$498K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
283New |
$5.07K - $5.27K
|
283
$5.48K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40.4KNew |
$722K - $752K
|
40.4K
$781K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.16KNew |
$20.8K - $21.6K
|
1.16K
$22.4K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.4KNew |
$293K - $305K
|
16.4K
$317K
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
25.4KNew |
$455K - $473K
|
25.4K
$492K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
20K+ 56.74% |
$358K - $372K
|
55.2K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-3.18K- 19.01% |
$56.9K - $59.3K
|
13.6K
$262K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-10.7K- 42.48% |
$192K - $200K
|
14.5K
$281K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
818New |
$14.6K - $15.2K
|
818
$15.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
320New |
$5.73K - $5.96K
|
320
$6.19K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
14KNew |
$250K - $260K
|
14K
$270K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-785Closed |
$14.2K - $14.5K
|
0
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.87K- 19.61% |
$51.8K - $53K
|
11.8K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.68K+ 16.29% |
$30.3K - $31K
|
12K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.02K- 13.62% |
$36.5K - $37.4K
|
12.8K
$248K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
133New |
$2.4K - $2.46K
|
133
$2.57K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-254Closed |
$4.58K - $4.7K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-763- 6.93% |
$13.8K - $14.1K
|
10.3K
$198K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.62K- 20.25% |
$101K - $104K
|
22.1K
$428K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
525New |
$9.48K - $9.71K
|
525
$10.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-393- 2.59% |
$7.09K - $7.27K
|
14.8K
$286K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.11K- 6.63% |
$20K - $20.4K
|
15.6K
$302K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
262+ 31.64% |
$4.73K - $4.84K
|
1.09K
$21.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-320- 71.91% |
$5.78K - $5.92K
|
125
$2.42K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.34K- 5.3% |
$24.2K - $24.8K
|
23.9K
$463K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
896New |
$16.5K - $17K
|
896
$17.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.17KNew |
$21.5K - $22.2K
|
1.17K
$22.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.05K- 8.24% |
$19.2K - $19.9K
|
11.6K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
47.2KNew |
$870K - $898K
|
47.2K
$914K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.18K- 64.58% |
$95.4K - $98.6K
|
2.84K
$55K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.06K+ 7.5% |
$19.5K - $20.1K
|
15.2K
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
56.1KNew |
$1.03M - $1.07M
|
56.1K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-97.5K- 85.78% |
$1.79M - $1.85M
|
16.2K
$313K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-18.6K- 57.86% |
$343K - $354K
|
13.6K
$262K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-56- 8.18% |
$1.03K - $1.07K
|
629
$12.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-26.5K- 70.42% |
$488K - $504K
|
11.1K
$216K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-344- 2.64% |
$6.33K - $6.54K
|
12.7K
$245K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.83KNew |
$33.7K - $34.8K
|
1.83K
$35.4K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-235- 4.07% |
$4.32K - $4.47K
|
5.55K
$107K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.39K- 11.77% |
$80.6K - $83.4K
|
32.9K
$636K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.6KNew |
$195K - $202K
|
10.6K
$205K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
959New |
$17.6K - $18.2K
|
959
$18.6K
|
|