Latest Institutional Transactions on Spdr Bloomberg 1 10 Year Tips (TIPX)
This table provides information on the latest institutional transactions involving Spdr Bloomberg 1 10 Year Tips (TIPX) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-320- 71.91% |
$5.78K - $5.92K
|
125
$2.34K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.34K- 5.3% |
$24.2K - $24.8K
|
23.9K
$448K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
896New |
$16.5K - $17K
|
896
$16.8K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.17KNew |
$21.5K - $22.2K
|
1.17K
$21.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.05K- 8.24% |
$19.2K - $19.9K
|
11.6K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
47.2KNew |
$870K - $898K
|
47.2K
$885K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.18K- 64.58% |
$95.4K - $98.6K
|
2.84K
$53.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.06K+ 7.5% |
$19.5K - $20.1K
|
15.2K
$284K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
56.1KNew |
$1.03M - $1.07M
|
56.1K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-97.5K- 85.78% |
$1.79M - $1.85M
|
16.2K
$303K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-18.6K- 57.86% |
$343K - $354K
|
13.6K
$254K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-56- 8.18% |
$1.03K - $1.07K
|
629
$11.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-26.5K- 70.42% |
$488K - $504K
|
11.1K
$209K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-344- 2.64% |
$6.33K - $6.54K
|
12.7K
$238K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.83KNew |
$33.7K - $34.8K
|
1.83K
$34.3K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-235- 4.07% |
$4.32K - $4.47K
|
5.55K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.6KNew |
$195K - $202K
|
10.6K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.39K- 11.77% |
$80.6K - $83.4K
|
32.9K
$615K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11KNew |
$201K - $209K
|
11K
$205K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
959New |
$17.6K - $18.2K
|
959
$18K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4.99K- 18.13% |
$91.7K - $95K
|
22.5K
$422K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-40.4K- 74.42% |
$742K - $768K
|
13.9K
$260K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
73New |
$1.34K - $1.39K
|
73
$1.37K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-2.41K- 30.49% |
$44.3K - $45.8K
|
5.49K
$103K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-17.6K- 52.64% |
$323K - $335K
|
15.8K
$296K
|
|
| Q4 2022 | |||||||
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.27% |
$128 - $132
|
2.61K
$48.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2KNew |
$36.5K - $37.7K
|
2K
$37.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
20K+ 156.25% |
$365K - $377K
|
32.8K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.8K+ 151.97% |
$288K - $297K
|
26.2K
$490K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-10.5K- 3.39% |
$191K - $197K
|
299K
$5.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-105- 0.95% |
$1.92K - $1.98K
|
11K
$206K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
25.8KNew |
$471K - $486K
|
25.8K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
10.1KNew |
$185K - $191K
|
10.1K
$190K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
42.2KNew |
$770K - $794K
|
42.2K
$790K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.82K+ 11.73% |
$33.2K - $34.3K
|
17.3K
$324K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.42K- 22.13% |
$135K - $140K
|
26.1K
$489K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18- 42.86% |
$329 - $339
|
24
$450
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
21+ 1.41% |
$383 - $396
|
1.51K
$28.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
62.8KNew |
$1.15M - $1.18M
|
62.8K
$1.18M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6.76K+ 29.36% |
$123K - $127K
|
29.8K
$558K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
10KNew |
$183K - $188K
|
10K
$187K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$45.7K - $47.2K
|
2.5K
$46.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
470New |
$8.58K - $8.85K
|
470
$8.8K
|
|
| Q3 2022 | |||||||
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
87.2KNew |
$1.59M - $1.75M
|
87.2K
$1.63M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
18.6K+ 35.47% |
$338K - $373K
|
71K
$1.33M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-59.6K- 84.2% |
$1.09M - $1.2M
|
11.2K
$210K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
22.6KNew |
$412K - $454K
|
22.6K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$728K - $803K
|
40K
$749K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-601K- 88.31% |
$10.9M - $12.1M
|
79.5K
$1.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
202+ 1.53% |
$3.68K - $4.06K
|
13.4K
$252K
|
|