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 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-46K- 79.51% |
$1.18M - $1.23M
|
11.9K
$309K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
88New |
$2.26K - $2.35K
|
88
$2.29K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
8.3KNew |
$213K - $221K
|
8.3K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-20.6K- 68.73% |
$530K - $551K
|
9.4K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
127KNew |
$3.25M - $3.38M
|
127K
$3.3M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.2K+ 32.65% |
$82.2K - $85.3K
|
13K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-42.9K- 61.84% |
$1.1M - $1.14M
|
26.4K
$689K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-203K- 99.99% |
$5.22M - $5.42M
|
12
$313
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.1K- 50.64% |
$772K - $801K
|
29.3K
$763K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-29.6K- 79.26% |
$760K - $789K
|
7.75K
$202K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
170New |
$4.37K - $4.53K
|
170
$4.43K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-9.55K- 50.0% |
$245K - $255K
|
9.55K
$249K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.73K- 46.18% |
$199K - $206K
|
9.01K
$235K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
602New |
$15.5K - $16.1K
|
602
$15.7K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.74KNew |
$96.1K - $99.7K
|
3.74K
$97.4K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
358New |
$9.2K - $9.55K
|
358
$9.33K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.3KNew |
$213K - $221K
|
8.3K
$216K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.39K+ 9.21% |
$35.6K - $37K
|
16.4K
$428K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-295- 98.33% |
$7.58K - $7.87K
|
5
$130
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.26K- 23.03% |
$58K - $60.2K
|
7.55K
$197K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.93K- 13.55% |
$49.5K - $51.4K
|
12.3K
$320K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
24KNew |
$617K - $640K
|
24K
$626K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$51.4 - $53.3
|
2
$52.1
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
320New |
$8.22K - $8.53K
|
320
$8.34K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
400+ 11.81% |
$10.3K - $10.7K
|
3.79K
$98.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-120- 1.45% |
$3.08K - $3.2K
|
8.18K
$213K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-6.71K- 27.28% |
$172K - $179K
|
17.9K
$466K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.67K+ 3.94% |
$42.8K - $44.4K
|
43.9K
$1.14M
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.16K+ 13.94% |
$29.4K - $31K
|
9.5K
$247K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.4K+ 11175.85% |
$667K - $703K
|
26.6K
$693K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.4KNew |
$35.5K - $37.4K
|
1.4K
$36.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
SELL
|
- |
-4.94K- 38.14% |
$125K - $132K
|
8.01K
$209K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
432+ 0.23% |
$10.9K - $11.5K
|
191K
$4.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-227- 2.13% |
$5.74K - $6.05K
|
10.5K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-44.9K- 95.25% |
$1.14M - $1.2M
|
2.24K
$58.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.05KNew |
$128K - $135K
|
5.05K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
128New |
$3.24K - $3.41K
|
128
$3.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
457New |
$11.6K - $12.2K
|
457
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
493KNew |
$12.5M - $13.2M
|
493K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.3KNew |
$32.9K - $34.7K
|
1.3K
$33.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.93K- 30.13% |
$99.3K - $105K
|
9.11K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.11K+ 61.99% |
$104K - $110K
|
10.7K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
16.9KNew |
$427K - $450K
|
16.9K
$440K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.02K- 99.95% |
$51K - $53.8K
|
1
$26.1
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-9.48K- 2.84% |
$240K - $253K
|
324K
$8.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-13.6K- 99.78% |
$343K - $362K
|
30
$782
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.31KNew |
$83.6K - $88.1K
|
3.31K
$86.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
138K+ 1387.43% |
$3.48M - $3.67M
|
148K
$3.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-7.58K- 16.72% |
$192K - $202K
|
37.8K
$984K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
345New |
$8.72K - $9.2K
|
345
$8.99K
|
|