Latest Institutional Purchases of Spdr Ser Tr Spdr Portfolio Tip (SPIP)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Tip (SPIP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
8.3KNew |
$213K - $221K
|
8.3K
$212K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.3KNew |
$213K - $221K
|
8.3K
$212K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.74KNew |
$96.1K - $99.7K
|
3.74K
$95.4K
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.2K+ 32.65% |
$82.2K - $85.3K
|
13K
$332K
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.67K+ 3.94% |
$42.8K - $44.4K
|
43.9K
$1.12M
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.39K+ 9.21% |
$35.6K - $37K
|
16.4K
$419K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
602New |
$15.5K - $16.1K
|
602
$15.4K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
400+ 11.81% |
$10.3K - $10.7K
|
3.79K
$96.6K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
358New |
$9.2K - $9.55K
|
358
$9.14K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
320New |
$8.22K - $8.53K
|
320
$8.17K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
170New |
$4.37K - $4.53K
|
170
$4.34K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
88New |
$2.26K - $2.35K
|
88
$2.25K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$51.4 - $53.3
|
2
$51
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
493KNew |
$12.5M - $13.2M
|
493K
$12.6M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
138K+ 1387.43% |
$3.48M - $3.67M
|
148K
$3.77M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.4K+ 11175.85% |
$667K - $703K
|
26.6K
$679K
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
16.9KNew |
$427K - $450K
|
16.9K
$431K
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9.52KNew |
$241K - $254K
|
9.52K
$243K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.05KNew |
$128K - $135K
|
5.05K
$129K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.11K+ 61.99% |
$104K - $110K
|
10.7K
$274K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.31KNew |
$83.6K - $88.1K
|
3.31K
$84.3K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.4KNew |
$35.5K - $37.4K
|
1.4K
$35.8K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.3KNew |
$32.9K - $34.7K
|
1.3K
$33.2K
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.16K+ 13.94% |
$29.4K - $31K
|
9.5K
$242K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
572+ 187.54% |
$14.5K - $15.3K
|
877
$22.4K
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
457New |
$11.6K - $12.2K
|
457
$11.7K
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
432+ 0.23% |
$10.9K - $11.5K
|
191K
$4.86M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
345New |
$8.72K - $9.2K
|
345
$8.8K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
302New |
$7.63K - $8.05K
|
302
$7.71K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
250New |
$6.32K - $6.67K
|
250
$6.38K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
229New |
$5.79K - $6.11K
|
229
$5.84K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
128New |
$3.24K - $3.41K
|
128
$3.27K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
72New |
$1.82K - $1.92K
|
72
$1.84K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15New |
$379 - $400
|
15
$383
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
8+ 3.4% |
$202 - $213
|
243
$6.2K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$25.3 - $26.7
|
1
$25.5
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$25.3 - $26.7
|
1
$25.5
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
255KNew |
$6.46M - $7.29M
|
255K
$6.5M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
250KNew |
$6.35M - $7.17M
|
250K
$6.39M
|
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
99KNew |
$2.51M - $2.83M
|
99K
$2.53M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
65.9KNew |
$1.67M - $1.89M
|
65.9K
$1.68M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.7KNew |
$551K - $621K
|
21.7K
$554K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
14.6KNew |
$370K - $418K
|
14.6K
$373K
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
13.3KNew |
$338K - $381K
|
13.3K
$340K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.8KNew |
$325K - $367K
|
12.8K
$327K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.4K+ 137.54% |
$289K - $326K
|
19.7K
$502K
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.48KNew |
$240K - $271K
|
9.48K
$242K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.32KNew |
$211K - $238K
|
8.32K
$212K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.64K+ 2.86% |
$168K - $190K
|
239K
$6.1M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.87KNew |
$72.8K - $82.2K
|
2.87K
$73.3K
|