Purchases and Sales Made in Q4 2025 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 2025. 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 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
35.4K+ 11.42% |
$926K - $941K
|
346K
$9.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.4K+ 12.64% |
$429K - $435K
|
146K
$3.83M
|
|
|
Jan 21, 2026
Q4 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.05K+ 3.89% |
$158K - $161K
|
162K
$4.24M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5.9K+ 32.0% |
$154K - $157K
|
24.3K
$637K
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
5.68K+ 14.79% |
$149K - $151K
|
44.1K
$1.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.85K+ 24.45% |
$127K - $129K
|
24.7K
$647K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.1KNew |
$107K - $109K
|
4.1K
$107K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.17K+ 6.28% |
$56.7K - $57.6K
|
36.7K
$961K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
1.88K+ 4.87% |
$49.1K - $49.9K
|
40.5K
$1.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
721New |
$18.8K - $19.1K
|
721
$18.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
502+ 3.64% |
$13.1K - $13.3K
|
14.3K
$374K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
254+ 0.98% |
$6.64K - $6.74K
|
26K
$682K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
242+ 4.53% |
$6.33K - $6.43K
|
5.59K
$146K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
64+ 3.91% |
$1.67K - $1.7K
|
1.7K
$44.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
50+ 0.27% |
$1.31K - $1.33K
|
18.3K
$479K
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
49+ 0.5% |
$1.28K - $1.3K
|
9.81K
$257K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
32+ 0.09% |
$836 - $850
|
37.3K
$976K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-223- 0.22% |
$5.83K - $5.92K
|
99.9K
$2.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-504- 80.38% |
$13.2K - $13.4K
|
123
$3.22K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-564- 1.82% |
$14.7K - $15K
|
30.5K
$798K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-569- 6.64% |
$14.9K - $15.1K
|
8.01K
$210K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-873- 8.24% |
$22.8K - $23.2K
|
9.72K
$254K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.25K- 0.65% |
$32.6K - $33.1K
|
192K
$5.02M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 5.17% |
$34.3K - $34.9K
|
24.1K
$630K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.37K- 13.29% |
$35.9K - $36.5K
|
8.96K
$235K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.87K- 4.45% |
$75K - $76.2K
|
61.6K
$1.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6.52K- 41.37% |
$170K - $173K
|
9.24K
$242K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-10.5K- 19.64% |
$273K - $278K
|
42.8K
$1.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-18K- 7.12% |
$471K - $479K
|
235K
$6.16M
|
|