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
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.75K+ 18.81% |
$44.2K - $45.2K
|
11K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-462- 0.97% |
$11.7K - $12K
|
47K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.2KNew |
$587K - $600K
|
23.2K
$607K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.89K- 23.53% |
$98.5K - $101K
|
12.7K
$331K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-133K- 3.61% |
$3.36M - $3.43M
|
3.54M
$92.6M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.25K- 42.62% |
$158K - $162K
|
8.41K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
518New |
$13.1K - $13.4K
|
518
$13.6K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
259K+ 3.2% |
$6.54M - $6.7M
|
8.35M
$219M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1New |
$25.3 - $25.9
|
1
$26.2
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.15K- 27.01% |
$130K - $133K
|
13.9K
$364K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.95K- 34.73% |
$150K - $154K
|
11.2K
$293K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.39KNew |
$60.4K - $61.8K
|
2.39K
$62.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-11.9K- 25.03% |
$302K - $309K
|
35.8K
$937K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-32.7K- 9.35% |
$828K - $847K
|
317K
$8.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.93K- 6.91% |
$48.7K - $49.9K
|
26K
$680K
|
|
| Q4 2023 | |||||||
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
4KNew |
$97.7K - $103K
|
4K
$105K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-36.8K- 99.2% |
$898K - $951K
|
296
$7.75K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.54K+ 76900.0% |
$37.6K - $39.8K
|
1.54K
$40.3K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-46- 11.65% |
$1.12K - $1.19K
|
349
$9.14K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
270New |
$6.59K - $6.98K
|
270
$7.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
700New |
$17.1K - $18.1K
|
700
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1New |
$24.4 - $25.9
|
1
$26.2
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.51K+ 17.94% |
$36.8K - $39K
|
9.9K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
750New |
$18.3K - $19.4K
|
750
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.1K- 45.81% |
$26.8K - $28.4K
|
1.3K
$34K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
77.5KNew |
$1.89M - $2M
|
77.5K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
96.1KNew |
$2.35M - $2.49M
|
96.1K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
350New |
$8.55K - $9.05K
|
350
$9.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.68K- 33.13% |
$163K - $173K
|
13.5K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
124New |
$3.03K - $3.21K
|
124
$3.25K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
393New |
$9.6K - $10.2K
|
393
$10.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.91K- 17.74% |
$46.6K - $49.3K
|
8.84K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13.5KNew |
$331K - $350K
|
13.5K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-91- 1.03% |
$2.22K - $2.35K
|
8.71K
$228K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.7K- 76.05% |
$651K - $690K
|
8.4K
$220K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
37.7K+ 192.11% |
$921K - $975K
|
57.3K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-32- 14.55% |
$781 - $828
|
188
$4.92K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.09K+ 11.45% |
$76.5K - $79.7K
|
30K
$786K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21K+ 19.33% |
$521K - $543K
|
130K
$3.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1New |
$24.8 - $25.8
|
1
$26.2
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.33% |
$24.8 - $25.8
|
303
$7.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$362K - $378K
|
14.6K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1New |
$24.8 - $25.8
|
1
$26.2
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
150+ 5000.0% |
$3.72K - $3.87K
|
153
$4.01K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.21K- 6.17% |
$30.1K - $31.4K
|
18.5K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-833KClosed |
$20.6M - $21.5M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
18.8K+ 3.97% |
$466K - $486K
|
493K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.33K- 13.43% |
$32.9K - $34.3K
|
8.57K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
84New |
$2.08K - $2.17K
|
84
$2.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.29KNew |
$205K - $214K
|
8.29K
$217K
|
|