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 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200New |
$5.06K - $5.18K
|
200
$5.21K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.75K+ 18.81% |
$44.2K - $45.2K
|
11K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.2KNew |
$587K - $600K
|
23.2K
$604K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.89K- 23.53% |
$98.5K - $101K
|
12.7K
$330K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-133K- 3.61% |
$3.36M - $3.43M
|
3.54M
$92.1M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.25K- 42.62% |
$158K - $162K
|
8.41K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
518New |
$13.1K - $13.4K
|
518
$13.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
259K+ 3.2% |
$6.54M - $6.7M
|
8.35M
$218M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 37.95% |
$5.06K - $5.18K
|
327
$8.52K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.89K- 16.51% |
$47.8K - $48.9K
|
9.56K
$249K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1New |
$25.3 - $25.9
|
1
$26.1
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.15K- 27.01% |
$130K - $133K
|
13.9K
$363K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.95K- 34.73% |
$150K - $154K
|
11.2K
$291K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.39KNew |
$60.4K - $61.8K
|
2.39K
$62.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.69K- 21.62% |
$68.1K - $69.7K
|
9.76K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-11.9K- 25.03% |
$302K - $309K
|
35.8K
$932K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
52+ 0.59% |
$1.32K - $1.35K
|
8.88K
$231K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-32.7K- 9.35% |
$828K - $847K
|
317K
$8.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-30.9K- 74.95% |
$782K - $800K
|
10.3K
$269K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.93K- 6.91% |
$48.7K - $49.9K
|
26K
$676K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-716- 79.56% |
$18.1K - $18.5K
|
184
$4.79K
|
|
| Q4 2023 | |||||||
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-36.8K- 99.2% |
$898K - $951K
|
296
$7.71K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.54K+ 76900.0% |
$37.6K - $39.8K
|
1.54K
$40.1K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-46- 11.65% |
$1.12K - $1.19K
|
349
$9.09K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
270New |
$6.59K - $6.98K
|
270
$7.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.1K- 45.81% |
$26.8K - $28.4K
|
1.3K
$33.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
750New |
$18.3K - $19.4K
|
750
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.51K+ 17.94% |
$36.8K - $39K
|
9.9K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1New |
$24.4 - $25.9
|
1
$26.1
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31KNew |
$757K - $802K
|
31K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
700New |
$17.1K - $18.1K
|
700
$18.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
96.1KNew |
$2.35M - $2.49M
|
96.1K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
77.5KNew |
$1.89M - $2M
|
77.5K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
350New |
$8.55K - $9.05K
|
350
$9.12K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.68K- 33.13% |
$163K - $173K
|
13.5K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
124New |
$3.03K - $3.21K
|
124
$3.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
393New |
$9.6K - $10.2K
|
393
$10.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.91K- 17.74% |
$46.6K - $49.3K
|
8.84K
$230K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-6.55K- 33.98% |
$160K - $169K
|
12.7K
$331K
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13.5KNew |
$331K - $350K
|
13.5K
$353K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-91- 1.03% |
$2.22K - $2.35K
|
8.71K
$227K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.7K- 76.05% |
$651K - $690K
|
8.4K
$219K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
37.7K+ 192.11% |
$921K - $975K
|
57.3K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.13K- 10.37% |
$27.6K - $29.2K
|
9.77K
$254K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-32- 14.55% |
$781 - $828
|
188
$4.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-3- 0.14% |
$73.3 - $77.6
|
2.1K
$54.7K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.09K+ 11.45% |
$76.5K - $79.7K
|
30K
$783K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21K+ 19.33% |
$521K - $543K
|
130K
$3.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1New |
$24.8 - $25.8
|
1
$26.1
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.33% |
$24.8 - $25.8
|
303
$7.89K
|
|