Purchases and Sales Made in Q1 2025 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 2025. 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 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
342KNew |
$6.31M - $6.56M
|
342K
$6.54M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
132K+ 12.88% |
$2.44M - $2.54M
|
1.16M
$22.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
29KNew |
$535K - $556K
|
29K
$553K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
22KNew |
$406K - $422K
|
22K
$420K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.8K+ 3.46% |
$366K - $381K
|
594K
$11.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.5K+ 48.53% |
$323K - $336K
|
53.6K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
15.7KNew |
$289K - $301K
|
15.7K
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
15.1KNew |
$278K - $289K
|
15.1K
$288K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.6KNew |
$196K - $203K
|
10.6K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9.47K+ 927.91% |
$175K - $182K
|
10.5K
$201K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.12K+ 39.59% |
$131K - $137K
|
25.1K
$480K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6.62K+ 11.55% |
$122K - $127K
|
63.9K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
4.67K+ 0.75% |
$86.2K - $89.6K
|
630K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.2K+ 1.12% |
$59K - $61.3K
|
288K
$5.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.15K+ 2.02% |
$39.7K - $41.3K
|
109K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.05K+ 0.72% |
$37.9K - $39.4K
|
286K
$5.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.78K+ 100.11% |
$32.8K - $34.1K
|
3.55K
$67.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
764+ 0.37% |
$14.1K - $14.7K
|
208K
$3.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
380New |
$7.01K - $7.29K
|
380
$7.26K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
98New |
$1.81K - $1.88K
|
98
$1.87K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$36.9 - $38.4
|
1.61K
$30.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$18.5 - $19.2
|
10.2K
$194K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-39- 0.29% |
$720 - $748
|
13.2K
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-91- 0.41% |
$1.68K - $1.75K
|
22K
$421K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-128- 0.83% |
$2.36K - $2.46K
|
15.2K
$291K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-163- 0.34% |
$3.01K - $3.13K
|
47.4K
$906K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-391- 2.04% |
$7.22K - $7.5K
|
18.8K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-401- 0.31% |
$7.4K - $7.7K
|
128K
$2.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-589- 3.23% |
$10.9K - $11.3K
|
17.7K
$337K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-884- 3.17% |
$16.3K - $17K
|
27K
$515K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.78K- 50.0% |
$32.8K - $34.1K
|
1.78K
$33.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-5.3K- 12.85% |
$97.8K - $102K
|
35.9K
$687K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 15.07% |
$217K - $226K
|
66.3K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-14.1K- 13.5% |
$261K - $271K
|
90.5K
$1.73M
|