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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9.52KNew |
$241K - $254K
|
9.52K
$248K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-186K- 87.91% |
$4.71M - $4.97M
|
25.6K
$667K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-37.8K- 66.3% |
$955K - $1.01M
|
19.2K
$500K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
302New |
$7.63K - $8.05K
|
302
$7.87K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
572+ 187.54% |
$14.5K - $15.3K
|
877
$22.8K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$25.3 - $26.7
|
1
$26.1
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
229New |
$5.79K - $6.11K
|
229
$5.97K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.53K- 40.47% |
$216K - $227K
|
12.5K
$327K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15New |
$379 - $400
|
15
$391
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$25.3 - $26.7
|
1
$26.1
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
250New |
$6.32K - $6.67K
|
250
$6.51K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
72New |
$1.82K - $1.92K
|
72
$1.88K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
8+ 3.4% |
$202 - $213
|
243
$6.33K
|
|
| Q3 2022 | |||||||
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
99KNew |
$2.51M - $2.83M
|
99K
$2.58M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 4.26% |
$43.1K - $48.6K
|
38.2K
$995K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.7KNew |
$551K - $621K
|
21.7K
$566K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-613- 0.93% |
$15.5K - $17.5K
|
65.5K
$1.71M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
60New |
$1.52K - $1.72K
|
60
$1.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.12K- 3.06% |
$28.4K - $32.1K
|
35.6K
$926K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
569+ 6.12% |
$14.4K - $16.3K
|
9.87K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
966+ 0.61% |
$24.5K - $27.6K
|
160K
$4.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.8KNew |
$325K - $367K
|
12.8K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
14.6KNew |
$370K - $418K
|
14.6K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
250KNew |
$6.35M - $7.17M
|
250K
$6.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-77.4K- 54.55% |
$1.96M - $2.22M
|
64.5K
$1.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.4K+ 137.54% |
$289K - $326K
|
19.7K
$512K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-807- 5.15% |
$20.5K - $23.1K
|
14.9K
$387K
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-62.5K- 82.15% |
$1.58M - $1.79M
|
13.6K
$354K
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.48KNew |
$240K - $271K
|
9.48K
$247K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.4K- 28.39% |
$111K - $126K
|
11.1K
$289K
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
255KNew |
$6.46M - $7.29M
|
255K
$6.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1New |
$25.4 - $28.6
|
1
$26.1
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
91New |
$2.31K - $2.6K
|
91
$2.37K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.78K+ 20.49% |
$45.2K - $51K
|
10.5K
$273K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
65.9KNew |
$1.67M - $1.89M
|
65.9K
$1.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-42.3K- 24.07% |
$1.07M - $1.21M
|
133K
$3.48M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-6.9K- 44.64% |
$175K - $197K
|
8.56K
$223K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-629- 5.66% |
$16K - $18K
|
10.5K
$273K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.87KNew |
$72.8K - $82.2K
|
2.87K
$74.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.14K- 39.22% |
$181K - $204K
|
11.1K
$288K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.54K- 7.31% |
$64.4K - $72.7K
|
32.2K
$839K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.65K- 33.2% |
$219K - $247K
|
17.4K
$453K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
13.3KNew |
$338K - $381K
|
13.3K
$347K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.64K+ 2.86% |
$168K - $190K
|
239K
$6.22M
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.32KNew |
$211K - $238K
|
8.32K
$217K
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-99.7K- 15.66% |
$2.53M - $2.85M
|
537K
$14M
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-73.6KClosed |
$1.87M - $2.11M
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.18KClosed |
$87.2K - $95.2K
|
0
$0
|
|
|
Jun 06, 2023
Q2 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-37.7KClosed |
$1.03M - $1.13M
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
65New |
$1.78K - $1.95K
|
65
$1.69K
|
|