Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.73K+ 3.04% |
$50.2K - $51.9K
|
92.5K
$1.72M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.69KNew |
$49.4K - $51.1K
|
2.69K
$49.9K
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.83KNew |
$33.7K - $34.8K
|
1.83K
$34.1K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.73K+ 1.13% |
$31.9K - $33K
|
155K
$2.89M
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.44K+ 4.78% |
$26.6K - $27.5K
|
31.6K
$588K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1.29K+ 25.89% |
$23.8K - $24.6K
|
6.28K
$117K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.18K+ 8.39% |
$21.7K - $22.4K
|
15.2K
$282K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.17KNew |
$21.5K - $22.2K
|
1.17K
$21.7K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.06K+ 7.5% |
$19.5K - $20.1K
|
15.2K
$282K
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
896New |
$16.5K - $17K
|
896
$16.7K
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
713+ 6.84% |
$13.1K - $13.6K
|
11.1K
$207K
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
654+ 3.5% |
$12K - $12.4K
|
19.4K
$360K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
593+ 1.54% |
$10.9K - $11.3K
|
39K
$725K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
540New |
$9.94K - $10.3K
|
540
$10K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
531+ 7.46% |
$9.78K - $10.1K
|
7.65K
$142K
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
514+ 1.11% |
$9.46K - $9.78K
|
46.7K
$867K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
505+ 1.83% |
$9.3K - $9.61K
|
28K
$521K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
496+ 2.25% |
$9.13K - $9.43K
|
22.5K
$419K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
473+ 2.29% |
$8.71K - $9K
|
21.1K
$392K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
420+ 2.34% |
$7.73K - $7.99K
|
18.4K
$341K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
379New |
$6.98K - $7.21K
|
379
$7.05K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
254New |
$4.68K - $4.83K
|
254
$4.72K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
253+ 1.46% |
$4.66K - $4.81K
|
17.6K
$326K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
157+ 0.57% |
$2.89K - $2.99K
|
27.6K
$512K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
135+ 3.26% |
$2.49K - $2.57K
|
4.28K
$79.5K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
107+ 0.89% |
$1.97K - $2.04K
|
12.2K
$226K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
24+ 0.35% |
$442 - $456
|
6.86K
$127K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 10.0% |
$36.8 - $38
|
22
$409
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3- 0.03% |
$55.2 - $57.1
|
11K
$205K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-56- 8.18% |
$1.03K - $1.07K
|
629
$11.7K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-170- 1.31% |
$3.13K - $3.23K
|
12.8K
$238K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-344- 2.64% |
$6.33K - $6.54K
|
12.7K
$236K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-465- 1.44% |
$8.56K - $8.84K
|
31.9K
$592K
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-633- 1.89% |
$11.7K - $12K
|
32.9K
$612K
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-672- 1.01% |
$12.4K - $12.8K
|
65.9K
$1.23M
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-723- 5.08% |
$13.3K - $13.8K
|
13.5K
$251K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-774- 42.3% |
$14.2K - $14.7K
|
1.06K
$19.6K
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-788- 2.76% |
$14.5K - $15K
|
27.7K
$516K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-807- 2.47% |
$14.9K - $15.3K
|
31.9K
$593K
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.02K- 6.45% |
$18.9K - $19.5K
|
14.9K
$276K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.05K- 8.24% |
$19.2K - $19.9K
|
11.6K
$216K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.14K- 1.75% |
$21K - $21.7K
|
64K
$1.19M
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.27K- 8.12% |
$23.3K - $24.1K
|
14.3K
$266K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.27K- 76.95% |
$23.3K - $24.1K
|
379
$7.05K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.28K- 21.22% |
$23.6K - $24.3K
|
4.75K
$88.3K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.31K- 12.52% |
$24.1K - $24.9K
|
9.16K
$170K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.32K- 84.08% |
$24.3K - $25.1K
|
250
$4.65K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.34K- 9.33% |
$24.7K - $25.6K
|
13.1K
$243K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.49K- 3.29% |
$27.4K - $28.3K
|
43.7K
$812K
|