Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
3.75M+ 9.4% |
$67.2M - $69.9M
|
43.7M
$812M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
580K+ 207.21% |
$10.4M - $10.8M
|
860K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
520KNew |
$9.31M - $9.69M
|
520K
$9.67M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
238K+ 154.78% |
$4.25M - $4.43M
|
391K
$7.27M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
190K+ 36.64% |
$3.4M - $3.54M
|
709K
$13.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
144K+ 50053.13% |
$2.58M - $2.69M
|
144K
$2.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
121KNew |
$2.16M - $2.25M
|
121K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 233.23% |
$1.82M - $1.9M
|
145K
$2.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
91.1K+ 32.63% |
$1.63M - $1.7M
|
370K
$6.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
82.7KNew |
$1.48M - $1.54M
|
82.7K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
77.1K+ 83.07% |
$1.38M - $1.44M
|
170K
$3.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
56.8K+ 42.16% |
$1.02M - $1.06M
|
191K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
49KNew |
$876K - $912K
|
49K
$910K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
44.8KNew |
$802K - $834K
|
44.8K
$832K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40.4KNew |
$722K - $752K
|
40.4K
$750K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
29.2KNew |
$523K - $544K
|
29.2K
$543K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
25.7KNew |
$461K - $479K
|
25.7K
$478K
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
25.4KNew |
$455K - $473K
|
25.4K
$472K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
20K+ 56.74% |
$358K - $372K
|
55.2K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
19.9K+ 4.16% |
$356K - $370K
|
498K
$9.25M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
18.7KNew |
$334K - $348K
|
18.7K
$347K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
17.4KNew |
$311K - $324K
|
17.4K
$323K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.4KNew |
$293K - $305K
|
16.4K
$305K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
16.2K+ 2.44% |
$290K - $302K
|
681K
$12.7M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
15.7KNew |
$281K - $293K
|
15.7K
$292K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
15KNew |
$268K - $279K
|
15K
$278K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
14KNew |
$250K - $260K
|
14K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
13.3KNew |
$238K - $247K
|
13.3K
$247K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
12.6KNew |
$225K - $234K
|
12.6K
$234K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
11.3KNew |
$202K - $211K
|
11.3K
$210K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
11.3K+ 746.59% |
$202K - $210K
|
12.8K
$238K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11.2K+ 10.16% |
$201K - $210K
|
122K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.16K+ 16.12% |
$164K - $171K
|
66K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.81K+ 46.69% |
$158K - $164K
|
27.7K
$515K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.9K+ 11.87% |
$123K - $128K
|
65K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.98K+ 41.68% |
$89.1K - $92.7K
|
16.9K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.3K+ 2.35% |
$77K - $80.1K
|
188K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.22K+ 51.72% |
$75.4K - $78.5K
|
12.4K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
4.19KNew |
$75.1K - $78.1K
|
4.19K
$78K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.11K+ 5.35% |
$73.6K - $76.6K
|
81K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.49K+ 11.39% |
$62.5K - $65K
|
34.1K
$634K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.24K+ 5.7% |
$57.9K - $60.3K
|
60.1K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.51K+ 36.45% |
$44.9K - $46.8K
|
9.4K
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.38KNew |
$42.5K - $44.3K
|
2.38K
$44.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.31K+ 6.25% |
$41.4K - $43.1K
|
39.3K
$730K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.95K+ 15.49% |
$35K - $36.4K
|
14.6K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.88K+ 8.85% |
$33.7K - $35K
|
23.1K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.7K+ 11.21% |
$30.4K - $31.6K
|
16.8K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22KNew |
$21.8K - $22.7K
|
1.22K
$22.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.16KNew |
$20.8K - $21.6K
|
1.16K
$21.6K
|