Purchases and Sales Made in Q4 2024 in Spdr Ser Tr Spdr Portfolio Tip (SPIP)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Tip (SPIP) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO TIP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
783KNew |
$19.8M - $20.6M
|
783K
$20.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
54.8K+ 88.62% |
$1.38M - $1.44M
|
117K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
54.5K+ 7.59% |
$1.38M - $1.44M
|
772K
$19.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.9KNew |
$553K - $576K
|
21.9K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
19KNew |
$481K - $501K
|
19K
$488K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
19KNew |
$481K - $501K
|
19K
$488K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
16.6K+ 5.07% |
$420K - $438K
|
344K
$8.82M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
12K+ 5.46% |
$302K - $315K
|
231K
$5.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
10.2K+ 122.82% |
$257K - $268K
|
18.5K
$473K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
9.7K+ 9.83% |
$245K - $255K
|
108K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
8.81KNew |
$223K - $232K
|
8.81K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.22KNew |
$157K - $164K
|
6.22K
$160K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.78KNew |
$146K - $152K
|
5.78K
$148K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.6K+ 13.57% |
$116K - $121K
|
38.5K
$986K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
4.29K+ 14.82% |
$108K - $113K
|
33.2K
$852K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.24K+ 106.94% |
$107K - $112K
|
8.21K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.84K+ 3.14% |
$96.8K - $101K
|
126K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.02K+ 1.49% |
$51.1K - $53.3K
|
137K
$3.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.66K+ 6.85% |
$41.8K - $43.6K
|
25.8K
$662K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.38K+ 1.53% |
$34.8K - $36.3K
|
91.5K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 0.45% |
$34.6K - $36.1K
|
303K
$7.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.25K+ 2.03% |
$31.7K - $33K
|
63.1K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.04KNew |
$26.3K - $27.4K
|
1.04K
$26.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
750+ 31.19% |
$18.9K - $19.8K
|
3.16K
$80.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
711+ 5.84% |
$18K - $18.7K
|
12.9K
$330K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
384+ 2.94% |
$9.7K - $10.1K
|
13.4K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
196New |
$4.95K - $5.16K
|
196
$5.02K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
74New |
$1.87K - $1.95K
|
74
$1.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 0.63% |
$303 - $316
|
1.91K
$49.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2+ 0.02% |
$50.5 - $52.7
|
11.3K
$290K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 0.09% |
$75.8 - $79
|
3.24K
$83K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-13- 21.67% |
$328 - $342
|
47
$1.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-18- 0.21% |
$455 - $474
|
8.67K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-69- 2.51% |
$1.74K - $1.82K
|
2.68K
$68.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-110- 1.18% |
$2.78K - $2.9K
|
9.22K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-136- 0.91% |
$3.43K - $3.58K
|
14.9K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-152- 0.41% |
$3.84K - $4K
|
37K
$948K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-160- 25.08% |
$4.04K - $4.21K
|
478
$12.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-168- 21.13% |
$4.24K - $4.43K
|
627
$16.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-213- 0.22% |
$5.38K - $5.61K
|
98.7K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-289- 0.26% |
$7.3K - $7.61K
|
111K
$2.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-294- 2.11% |
$7.42K - $7.74K
|
13.6K
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-337- 0.72% |
$8.51K - $8.88K
|
46.7K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.88K- 6.31% |
$72.6K - $75.8K
|
42.7K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-3.3K- 13.61% |
$83.4K - $87K
|
21K
$537K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.39K- 17.57% |
$85.5K - $89.2K
|
15.9K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.49K- 10.03% |
$88K - $91.8K
|
31.3K
$802K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.59K- 7.1% |
$90.7K - $94.6K
|
47K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.75K- 23.33% |
$120K - $125K
|
15.6K
$400K
|