Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
619K+ 10331.64% |
$11.4M - $11.8M
|
625K
$11.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
89.2KNew |
$1.64M - $1.7M
|
89.2K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
58.8K+ 12.56% |
$1.08M - $1.12M
|
527K
$9.84M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
40.6K+ 4.32% |
$745K - $772K
|
981K
$18.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.1K+ 37.85% |
$351K - $363K
|
69.6K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
19.1K+ 2.5% |
$350K - $362K
|
782K
$14.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15.8K+ 22.43% |
$289K - $300K
|
86.1K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
14.9K+ 96.5% |
$274K - $284K
|
30.4K
$569K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
13.4KNew |
$245K - $254K
|
13.4K
$250K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.9K+ 5.27% |
$71.5K - $74.1K
|
77.8K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.78K+ 1.38% |
$69.4K - $71.9K
|
278K
$5.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.74K+ 21.37% |
$68.7K - $71.2K
|
21.3K
$397K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.4K+ 5.96% |
$62.4K - $64.7K
|
60.5K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.34K+ 2.88% |
$24.6K - $25.5K
|
48K
$897K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.3K+ 5.4% |
$23.8K - $24.6K
|
25.3K
$473K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.12K+ 9.2% |
$20.6K - $21.3K
|
13.3K
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
676+ 6.38% |
$12.4K - $12.9K
|
11.3K
$211K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
518+ 2.52% |
$9.51K - $9.85K
|
21.1K
$394K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
216+ 0.5% |
$3.96K - $4.11K
|
43.8K
$818K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
151+ 0.93% |
$2.77K - $2.87K
|
16.4K
$306K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
98+ 0.55% |
$1.8K - $1.86K
|
17.9K
$335K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-64- 1.89% |
$1.17K - $1.22K
|
3.32K
$62.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-365- 86.9% |
$6.7K - $6.94K
|
55
$1.03K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-666- 8.05% |
$12.2K - $12.7K
|
7.61K
$142K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-835- 2.93% |
$15.3K - $15.9K
|
27.7K
$517K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-841- 6.38% |
$15.4K - $16K
|
12.3K
$231K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 1.14% |
$18.7K - $19.4K
|
88.3K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.44K- 3.74% |
$26.4K - $27.3K
|
37K
$691K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.71K- 23.45% |
$31.4K - $32.5K
|
5.59K
$104K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.53K- 1.97% |
$46.4K - $48.1K
|
126K
$2.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.84K- 96.93% |
$52.1K - $54K
|
90
$1.68K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.55K- 5.04% |
$102K - $106K
|
105K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-6.11K- 74.18% |
$112K - $116K
|
2.13K
$39.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-6.13K- 14.78% |
$113K - $117K
|
35.3K
$661K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.47K- 24.06% |
$137K - $142K
|
23.6K
$441K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11.2K- 33.37% |
$205K - $212K
|
22.3K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-13.6K- 5.84% |
$249K - $258K
|
219K
$4.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.7K- 17.18% |
$361K - $374K
|
94.8K
$1.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-124K- 91.01% |
$2.27M - $2.35M
|
12.2K
$228K
|