Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Tip (SPIP)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Tip (SPIP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.3K- 72.22% |
$35.6K - $38.9K
|
500
$13.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.59K- 13.69% |
$43.6K - $47.6K
|
10K
$263K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
18+ 2.72% |
$493 - $539
|
679
$17.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.04K- 27.7% |
$248K - $271K
|
23.6K
$617K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-542- 52.42% |
$14.9K - $16.2K
|
492
$12.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.86KNew |
$50.9K - $55.6K
|
1.86K
$48.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-16.7KClosed |
$459K - $501K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-8.91KClosed |
$244K - $267K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-20Closed |
$548 - $599
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-16.1KClosed |
$441K - $481K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-14.5KClosed |
$398K - $434K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-17Closed |
$466 - $509
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-6.75KClosed |
$185K - $202K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
11.7KNew |
$320K - $349K
|
11.7K
$306K
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-13.4KClosed |
$367K - $401K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
480KNew |
$13.2M - $14.4M
|
480K
$12.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-49.4KClosed |
$1.35M - $1.48M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-416Closed |
$11.4K - $12.5K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.1KNew |
$30.1K - $32.9K
|
1.1K
$28.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-11.5KClosed |
$314K - $343K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-32.6K- 42.07% |
$894K - $977K
|
44.9K
$1.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
32.4KNew |
$887K - $969K
|
32.4K
$847K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.26KClosed |
$226K - $247K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-15.5KClosed |
$425K - $464K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
519+ 3.66% |
$14.2K - $15.5K
|
14.7K
$385K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
825+ 0.74% |
$22.6K - $24.7K
|
113K
$2.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.36K- 7.91% |
$64.6K - $70.5K
|
27.4K
$718K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-68Closed |
$1.86K - $2.04K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.06K- 9.95% |
$139K - $151K
|
45.8K
$1.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-7.8KClosed |
$214K - $233K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.81K+ 18.25% |
$159K - $174K
|
37.6K
$985K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
47.1K+ 31.02% |
$1.29M - $1.41M
|
199K
$5.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-132Closed |
$3.62K - $3.95K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-3.13K- 17.44% |
$85.8K - $93.7K
|
14.8K
$388K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
11.4KNew |
$311K - $340K
|
11.4K
$297K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-254Closed |
$6.96K - $7.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-32.4KClosed |
$966K - $1.02M
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.27KClosed |
$97.6K - $103K
|
0
$0
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-312K- 95.47% |
$9.31M - $9.78M
|
14.8K
$387K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-35.9KClosed |
$1.07M - $1.13M
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.77KClosed |
$202K - $212K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.9KClosed |
$325K - $341K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-251Closed |
$7.49K - $7.88K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.49KClosed |
$194K - $204K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-11KClosed |
$327K - $344K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-291Closed |
$8.69K - $9.13K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.7KClosed |
$80.5K - $84.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-34- 50.75% |
$1.01K - $1.07K
|
33
$864
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-18Closed |
$537 - $565
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-939Closed |
$28K - $29.5K
|
0
$0
|
|