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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
160+ 1.64% |
$4.03K - $4.22K
|
9.91K
$259K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-140- 1.77% |
$3.53K - $3.69K
|
7.77K
$203K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.09KNew |
$27.4K - $28.7K
|
1.09K
$28.5K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-799- 94.78% |
$20.1K - $21.1K
|
44
$1.15K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-384- 4.43% |
$9.68K - $10.1K
|
8.28K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.25% |
$25.2 - $26.4
|
402
$10.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.24KNew |
$107K - $112K
|
4.24K
$111K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
249New |
$6.28K - $6.57K
|
249
$6.52K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-327K- 95.1% |
$8.25M - $8.63M
|
16.8K
$441K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.63KNew |
$218K - $228K
|
8.63K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.28K- 20.47% |
$57.6K - $60.3K
|
8.87K
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
49.7KNew |
$1.25M - $1.31M
|
49.7K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.83KNew |
$197K - $206K
|
7.83K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
289KNew |
$7.29M - $7.62M
|
289K
$7.57M
|
|
| Q4 2024 | |||||||
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
72New |
$1.82K - $1.9K
|
72
$1.88K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-48Closed |
$1.21K - $1.26K
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
450New |
$11.4K - $11.9K
|
450
$11.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-32- 47.76% |
$808 - $843
|
35
$916
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
66New |
$1.67K - $1.74K
|
66
$1.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
194+ 2.02% |
$4.9K - $5.11K
|
9.79K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-10.7K- 50.3% |
$270K - $282K
|
10.6K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.94K+ 12.55% |
$48.9K - $51K
|
17.4K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-5.71K- 67.44% |
$144K - $150K
|
2.76K
$72.2K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
65New |
$1.64K - $1.71K
|
65
$1.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$2.53K - $2.63K
|
100
$2.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-107- 50.0% |
$2.7K - $2.82K
|
107
$2.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
200New |
$5.05K - $5.27K
|
200
$5.24K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41.9KNew |
$1.06M - $1.1M
|
41.9K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
160New |
$4.04K - $4.21K
|
160
$4.19K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
750+ 31.19% |
$18.9K - $19.8K
|
3.16K
$82.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
196New |
$4.95K - $5.16K
|
196
$5.13K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 0.09% |
$75.8 - $79
|
3.24K
$84.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
19KNew |
$481K - $501K
|
19K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
8.81KNew |
$223K - $232K
|
8.81K
$231K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
384+ 2.94% |
$9.7K - $10.1K
|
13.4K
$352K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12.1K- 12.19% |
$306K - $320K
|
87.4K
$2.29M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-6.82K- 23.8% |
$172K - $180K
|
21.8K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-58- 24.89% |
$1.46K - $1.53K
|
175
$4.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-185K- 94.83% |
$4.66M - $4.88M
|
10.1K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
51New |
$1.28K - $1.35K
|
51
$1.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
75New |
$1.89K - $1.98K
|
75
$1.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
51New |
$1.28K - $1.35K
|
51
$1.34K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.27K- 70.87% |
$31.9K - $33.4K
|
520
$13.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.18K- 12.14% |
$29.6K - $31.1K
|
8.52K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.61K- 58.67% |
$40.7K - $42.6K
|
1.14K
$29.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
186New |
$4.69K - $4.91K
|
186
$4.87K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.65KNew |
$218K - $228K
|
8.65K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$25.2 - $26.4
|
1
$26.2
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
22KNew |
$554K - $581K
|
22K
$576K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$25.2 - $26.4
|
1
$26.2
|
|