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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
952New |
$24K - $25.1K
|
952
$24.8K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.15K+ 0.8% |
$181K - $188K
|
896K
$23.3M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.58K- 17.11% |
$90.3K - $94.2K
|
17.3K
$451K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.96K- 11.2% |
$176K - $183K
|
55.2K
$1.44M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
498+ 0.65% |
$12.6K - $13.1K
|
77.6K
$2.02M
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
30.9KNew |
$780K - $814K
|
30.9K
$805K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
843New |
$21.3K - $22.2K
|
843
$22K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
601+ 5.58% |
$15.2K - $15.8K
|
11.4K
$296K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.7K+ 61.38% |
$573K - $598K
|
59.7K
$1.55M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.5K- 48.57% |
$340K - $354K
|
14.2K
$371K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-300- 0.83% |
$7.58K - $7.9K
|
36.1K
$939K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
295+ 7.63% |
$7.45K - $7.77K
|
4.16K
$108K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-107- 50.0% |
$2.7K - $2.82K
|
107
$2.79K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.91KNew |
$200K - $208K
|
7.91K
$206K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.16K- 3.1% |
$231K - $241K
|
287K
$7.46M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.6K- 4.34% |
$419K - $437K
|
366K
$9.53M
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.55K- 4.61% |
$89.6K - $93.5K
|
73.5K
$1.92M
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
200New |
$5.05K - $5.27K
|
200
$5.21K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7- 0.12% |
$177 - $184
|
5.78K
$151K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.2K- 25.97% |
$610K - $637K
|
68.9K
$1.79M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135K+ 9.53% |
$3.4M - $3.55M
|
1.55M
$40.4M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.5K+ 5.13% |
$189K - $198K
|
154K
$4M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.58K- 6.23% |
$191K - $200K
|
114K
$2.97M
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
88New |
$2.22K - $2.32K
|
88
$2.29K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.15KNew |
$29K - $30.3K
|
1.15K
$30K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.39K- 16.44% |
$161K - $168K
|
32.5K
$846K
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
570KNew |
$14.4M - $15M
|
570K
$14.8M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.06K- 10.17% |
$52.1K - $54.4K
|
18.2K
$475K
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-7.72K- 29.52% |
$195K - $203K
|
18.4K
$480K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-897- 58.86% |
$22.6K - $23.6K
|
627
$16.3K
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.45K- 12.3% |
$87.2K - $91K
|
24.6K
$642K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.11% |
$25.3 - $26.3
|
951
$24.8K
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-22.7K- 18.84% |
$573K - $598K
|
97.7K
$2.55M
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4K+ 17.32% |
$101K - $105K
|
27.1K
$705K
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.69K- 17.85% |
$67.8K - $70.7K
|
12.4K
$322K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.01K- 10.91% |
$227K - $237K
|
73.5K
$1.92M
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3.23K+ 19.93% |
$81.6K - $85.1K
|
19.4K
$507K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-301- 1.42% |
$7.6K - $7.93K
|
20.8K
$543K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
403New |
$10.2K - $10.6K
|
403
$10.5K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41.9KNew |
$1.06M - $1.1M
|
41.9K
$1.09M
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
44.4KNew |
$1.12M - $1.17M
|
44.4K
$1.16M
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
13+ 0.41% |
$328 - $342
|
3.16K
$82.4K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$442K - $461K
|
17.5K
$456K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.17K- 91.37% |
$54.8K - $57.2K
|
205
$5.34K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
160New |
$4.04K - $4.21K
|
160
$4.17K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-119K- 3.3% |
$3M - $3.13M
|
3.49M
$90.8M
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
766+ 1.93% |
$19.3K - $20.2K
|
40.5K
$1.05M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
540+ 5.69% |
$13.6K - $14.2K
|
10K
$261K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
204KNew |
$5.15M - $5.37M
|
204K
$5.31M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-810- 26.31% |
$20.5K - $21.3K
|
2.27K
$59.1K
|