Purchases and Sales Made in Q1 2024 in Spdr Bloomberg 1 10 Year Tips (TIPX)
This table provides information about the institutional ownership of Spdr Bloomberg 1 10 Year Tips (TIPX) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG 1-10 YEAR TIPS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-13.6K- 21.5% |
$249K - $253K
|
49.5K
$923K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14.2K- 29.87% |
$261K - $264K
|
33.3K
$621K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-15.9K- 10.94% |
$292K - $296K
|
129K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-16.9K- 34.44% |
$310K - $315K
|
32.1K
$599K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.1K- 43.99% |
$315K - $319K
|
21.8K
$406K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.1K- 30.03% |
$315K - $320K
|
39.9K
$745K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-18.4K- 53.48% |
$338K - $343K
|
16K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18.4K- 13.28% |
$339K - $344K
|
120K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-19.7K- 26.77% |
$363K - $368K
|
53.9K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-21.4K- 17.51% |
$393K - $399K
|
101K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.5K- 20.11% |
$414K - $419K
|
89.3K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24K- 70.34% |
$442K - $448K
|
10.1K
$189K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-25.6K- 82.16% |
$471K - $478K
|
5.56K
$104K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25.8K- 29.03% |
$475K - $481K
|
63.1K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-28.1K- 19.47% |
$517K - $525K
|
116K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.9K- 23.03% |
$551K - $559K
|
100K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42.8K- 31.51% |
$787K - $798K
|
93K
$1.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-58.8K- 18.02% |
$1.08M - $1.1M
|
268K
$4.99M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63.2K- 43.47% |
$1.16M - $1.18M
|
82.2K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.6K- 25.9% |
$1.17M - $1.19M
|
182K
$3.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-73.1K- 54.66% |
$1.34M - $1.36M
|
60.6K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-93KClosed |
$1.71M - $1.74M
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-97.3K- 11.75% |
$1.79M - $1.82M
|
730K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-115K- 86.04% |
$2.12M - $2.15M
|
18.7K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-157K- 92.52% |
$2.89M - $2.93M
|
12.7K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-164K- 66.63% |
$3.02M - $3.06M
|
82.2K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-204K- 86.97% |
$3.75M - $3.8M
|
30.5K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-223K- 57.12% |
$4.11M - $4.17M
|
168K
$3.13M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-223K- 57.12% |
$4.11M - $4.17M
|
168K
$3.13M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-269K- 40.5% |
$4.94M - $5.01M
|
395K
$7.36M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-639K- 11.46% |
$11.8M - $11.9M
|
4.93M
$92.1M
|