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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
64+ 0.73% |
$1.56K - $1.66K
|
8.83K
$223K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
54+ 2.42% |
$1.32K - $1.4K
|
2.29K
$57.6K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
27+ 0.91% |
$659 - $698
|
3K
$75.7K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$48.8 - $51.7
|
2
$50.4
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1New |
$24.4 - $25.9
|
1
$25.2
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-3- 0.14% |
$73.3 - $77.6
|
2.1K
$52.9K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-32- 14.55% |
$781 - $828
|
188
$4.74K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-46- 11.65% |
$1.12K - $1.19K
|
349
$8.8K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-48- 13.41% |
$1.17K - $1.24K
|
310
$7.82K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-50- 0.19% |
$1.22K - $1.29K
|
26.1K
$658K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-85- 1.13% |
$2.08K - $2.2K
|
7.41K
$187K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-91- 1.03% |
$2.22K - $2.35K
|
8.71K
$219K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-103- 0.95% |
$2.52K - $2.66K
|
10.7K
$269K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-111- 16.89% |
$2.71K - $2.87K
|
546
$13.8K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-122- 0.24% |
$2.98K - $3.16K
|
49.9K
$1.26M
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-125- 12.14% |
$3.05K - $3.23K
|
905
$22.8K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-126- 8.97% |
$3.08K - $3.26K
|
1.28K
$32.2K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-140- 8.13% |
$3.42K - $3.62K
|
1.58K
$39.9K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-141Closed |
$3.44K - $3.65K
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-167- 2.35% |
$4.08K - $4.32K
|
6.95K
$175K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-206- 26.58% |
$5.03K - $5.33K
|
569
$14.3K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-249- 2.48% |
$6.08K - $6.44K
|
9.78K
$247K
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-257- 2.24% |
$6.28K - $6.65K
|
11.2K
$283K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-284- 7.08% |
$6.94K - $7.35K
|
3.73K
$94K
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-290- 1.11% |
$7.08K - $7.5K
|
25.9K
$653K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-295- 1.97% |
$7.2K - $7.63K
|
14.7K
$370K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-357- 1.86% |
$8.72K - $9.24K
|
18.9K
$476K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-779- 1.42% |
$19K - $20.2K
|
54.2K
$1.37M
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-791- 76.5% |
$19.3K - $20.5K
|
243
$6.13K
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-819- 1.95% |
$20K - $21.2K
|
41.1K
$1.04M
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-855- 4.12% |
$20.9K - $22.1K
|
19.9K
$501K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-932- 7.51% |
$22.8K - $24.1K
|
11.5K
$289K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.1K- 45.81% |
$26.8K - $28.4K
|
1.3K
$32.8K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.13K- 10.37% |
$27.6K - $29.2K
|
9.77K
$246K
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.17K- 5.28% |
$28.6K - $30.3K
|
21K
$530K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.2K- 6.49% |
$29.4K - $31.1K
|
17.3K
$436K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.29K- 2.64% |
$31.5K - $33.4K
|
47.6K
$1.2M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.34K- 18.08% |
$32.7K - $34.7K
|
6.08K
$153K
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.47K- 8.67% |
$35.8K - $37.9K
|
15.4K
$389K
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.48K- 4.45% |
$36.2K - $38.4K
|
31.9K
$804K
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.53K- 10.63% |
$37.3K - $39.5K
|
12.8K
$324K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.55K- 6.03% |
$37.8K - $40K
|
24.1K
$608K
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.72K- 1.95% |
$42K - $44.5K
|
86.7K
$2.19M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.81K- 5.96% |
$44.2K - $46.9K
|
28.6K
$720K
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.91K- 17.74% |
$46.6K - $49.3K
|
8.84K
$223K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.43K- 31.3% |
$59.4K - $62.9K
|
5.34K
$135K
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.02K- 14.47% |
$73.7K - $78K
|
17.8K
$450K
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.08K- 1.64% |
$75.2K - $79.7K
|
184K
$4.65M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.25K- 26.16% |
$79.4K - $84.1K
|
9.18K
$231K
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.51K- 15.58% |
$85.7K - $90.8K
|
19K
$479K
|