Purchases and Sales Made in Q4 2023 in Spdr Ser Tr Spdr Portfolio Tip (SPIP)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Tip (SPIP) during Q4 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO TIP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
8.46KNew |
$207K - $219K
|
8.46K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
8.34K+ 27.3% |
$204K - $216K
|
38.9K
$981K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8.33KNew |
$203K - $216K
|
8.33K
$210K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.88KNew |
$192K - $204K
|
7.88K
$199K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.33K+ 39.66% |
$179K - $190K
|
25.8K
$651K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.85K+ 17.08% |
$167K - $177K
|
46.9K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.12K+ 31.75% |
$150K - $158K
|
25.4K
$641K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
6.06K+ 3.33% |
$148K - $157K
|
188K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.54K+ 5.26% |
$135K - $143K
|
111K
$2.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5.39K+ 43.37% |
$132K - $139K
|
17.8K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.22K+ 16.41% |
$127K - $135K
|
37K
$933K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.39KNew |
$107K - $113K
|
4.39K
$111K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.24K+ 13.27% |
$104K - $110K
|
36.2K
$913K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.91K+ 12.04% |
$95.5K - $101K
|
36.4K
$917K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.67KNew |
$89.7K - $95K
|
3.67K
$92.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.86KNew |
$69.7K - $73.9K
|
2.86K
$72K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.4KNew |
$58.6K - $62K
|
2.4K
$60.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 2522.22% |
$55.4K - $58.7K
|
2.36K
$59.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.99KNew |
$48.5K - $51.4K
|
1.99K
$50.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.96K+ 2.26% |
$47.9K - $50.7K
|
88.9K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.95K+ 22.19% |
$47.5K - $50.4K
|
10.7K
$270K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.94K+ 9.65% |
$47.3K - $50.1K
|
22K
$555K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.54K+ 76900.0% |
$37.6K - $39.8K
|
1.54K
$38.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.51K+ 17.94% |
$36.8K - $39K
|
9.9K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.48K+ 3.22% |
$36.2K - $38.4K
|
47.5K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.47K+ 8.39% |
$35.8K - $38K
|
19K
$478K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.39K+ 6.15% |
$33.9K - $35.9K
|
23.9K
$604K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.3K+ 3.56% |
$31.8K - $33.7K
|
38K
$957K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1.05K+ 2.71% |
$25.6K - $27.1K
|
39.8K
$1M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
928+ 117.47% |
$22.7K - $24K
|
1.72K
$43.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
814New |
$19.9K - $21.1K
|
814
$20.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
795+ 6.39% |
$19.4K - $20.6K
|
13.2K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
750New |
$18.3K - $19.4K
|
750
$18.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
700New |
$17.1K - $18.1K
|
700
$17.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
658New |
$16.1K - $17K
|
658
$16.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
644+ 1.02% |
$15.7K - $16.7K
|
63.6K
$1.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
570+ 0.42% |
$13.9K - $14.7K
|
137K
$3.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
559+ 0.5% |
$13.7K - $14.5K
|
112K
$2.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
524+ 4.43% |
$12.8K - $13.6K
|
12.3K
$311K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
523+ 0.29% |
$12.8K - $13.5K
|
179K
$4.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
432+ 9.01% |
$10.5K - $11.2K
|
5.23K
$132K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
393New |
$9.6K - $10.2K
|
393
$9.91K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
368+ 69.17% |
$8.99K - $9.52K
|
900
$22.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
350New |
$8.55K - $9.05K
|
350
$8.82K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
287+ 2.26% |
$7.01K - $7.42K
|
13K
$328K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
270New |
$6.59K - $6.98K
|
270
$6.81K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
157+ 1.39% |
$3.83K - $4.06K
|
11.4K
$289K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
134+ 1.55% |
$3.27K - $3.47K
|
8.76K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
124New |
$3.03K - $3.21K
|
124
$3.13K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
71+ 7.37% |
$1.73K - $1.84K
|
1.04K
$26.1K
|