Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
3.09M+ 10.21% |
$56.4M - $58.2M
|
33.3M
$623M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
584K+ 903.04% |
$10.7M - $11M
|
649K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
407K+ 219.66% |
$7.42M - $7.66M
|
592K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
242KNew |
$4.41M - $4.55M
|
242K
$4.52M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
215K+ 187.63% |
$3.92M - $4.05M
|
329K
$6.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
154K+ 1.7% |
$2.81M - $2.9M
|
9.21M
$172M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
153KNew |
$2.8M - $2.89M
|
153K
$2.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
146KNew |
$2.67M - $2.76M
|
146K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
134KNew |
$2.44M - $2.52M
|
134K
$2.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
129KNew |
$2.36M - $2.43M
|
129K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
84.9K+ 468.78% |
$1.55M - $1.6M
|
103K
$1.93M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
81.6K+ 26.9% |
$1.49M - $1.54M
|
385K
$7.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68.4K+ 57.94% |
$1.25M - $1.29M
|
186K
$3.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
62.8KNew |
$1.15M - $1.18M
|
62.8K
$1.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
61.7KNew |
$1.13M - $1.16M
|
61.7K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
45.8K+ 36.8% |
$836K - $864K
|
170K
$3.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
42.2KNew |
$770K - $794K
|
42.2K
$788K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
40.5K+ 13.3% |
$740K - $764K
|
345K
$6.45M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.1KNew |
$696K - $718K
|
38.1K
$712K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
37.2K+ 55.75% |
$679K - $701K
|
104K
$1.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.3K+ 59.43% |
$626K - $646K
|
92K
$1.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30.2K+ 9.9% |
$551K - $569K
|
335K
$6.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 46.13% |
$544K - $562K
|
94.4K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
25.8KNew |
$471K - $486K
|
25.8K
$482K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
24.2KNew |
$442K - $457K
|
24.2K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
19.9KNew |
$364K - $375K
|
19.9K
$372K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
19.7K+ 3.44% |
$359K - $371K
|
592K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19.1K+ 31.6% |
$348K - $360K
|
79.5K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
18.5KNew |
$337K - $348K
|
18.5K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
17K+ 5.18% |
$310K - $320K
|
345K
$6.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.8K+ 151.97% |
$288K - $297K
|
26.2K
$489K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
15.8KNew |
$287K - $297K
|
15.8K
$294K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
13.8KNew |
$253K - $261K
|
13.8K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.5KNew |
$246K - $254K
|
13.5K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$245K - $253K
|
13.4K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.1K+ 52.23% |
$240K - $248K
|
38.3K
$716K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.5K+ 10.78% |
$228K - $235K
|
128K
$2.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.9KNew |
$217K - $224K
|
11.9K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11K+ 5.4% |
$200K - $206K
|
214K
$3.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
10.1KNew |
$185K - $191K
|
10.1K
$189K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
10KNew |
$183K - $188K
|
10K
$187K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8.17K+ 19.01% |
$149K - $154K
|
51.1K
$955K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.97K+ 0.98% |
$145K - $150K
|
824K
$15.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.48K+ 1870.5% |
$137K - $141K
|
7.88K
$147K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.25K+ 8.95% |
$132K - $137K
|
88.2K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.06KNew |
$129K - $133K
|
7.06K
$132K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6.76K+ 29.36% |
$123K - $127K
|
29.8K
$557K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.27K+ 593.93% |
$114K - $118K
|
7.32K
$137K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.78KNew |
$105K - $109K
|
5.78K
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.05K+ 34.71% |
$92.2K - $95.1K
|
19.6K
$366K
|