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 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
97.8K+ 81.12% |
$1.78M - $1.96M
|
218K
$4.08M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.2KClosed |
$81.2K - $85.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-30Closed |
$580 - $614
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9.07K- 32.38% |
$175K - $185K
|
18.9K
$354K
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.5K- 12.74% |
$435K - $461K
|
154K
$2.88M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-209K- 98.83% |
$4.03M - $4.27M
|
2.48K
$46.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
156New |
$3.02K - $3.19K
|
156
$2.92K
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-60.5K- 80.48% |
$1.17M - $1.24M
|
14.7K
$274K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
36New |
$696 - $737
|
36
$673
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
47.9KNew |
$927K - $981K
|
47.9K
$896K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.37KNew |
$26.4K - $27.9K
|
1.37K
$25.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
552+ 28.03% |
$10.7K - $11.3K
|
2.52K
$47.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
57.2K+ 42.96% |
$1.11M - $1.17M
|
190K
$3.56M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
11.1KNew |
$214K - $227K
|
11.1K
$207K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
967New |
$18.7K - $19.8K
|
967
$18.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-5.41K- 33.4% |
$105K - $111K
|
10.8K
$202K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-352Closed |
$6.8K - $7.2K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$216K - $228K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-15.8KClosed |
$304K - $322K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-162KClosed |
$3.13M - $3.32M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-26.2KClosed |
$537K - $559K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35.2KNew |
$719K - $749K
|
35.2K
$657K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-84.8KClosed |
$1.73M - $1.81M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.2KClosed |
$250K - $260K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-12.7KClosed |
$259K - $270K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-11.2KClosed |
$229K - $239K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-13.5KClosed |
$275K - $287K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
376New |
$7.88K - $8.06K
|
376
$7.03K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-12.7KClosed |
$266K - $272K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-12KClosed |
$251K - $257K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
568New |
$11.9K - $12.2K
|
568
$10.6K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-12.1KClosed |
$255K - $261K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-953Closed |
$20K - $20.5K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-175Closed |
$3.68K - $3.76K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.6KClosed |
$33.2K - $33.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-28KClosed |
$579K - $590K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-17KClosed |
$352K - $359K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-59.2K- 95.79% |
$1.21M - $1.24M
|
2.6K
$48.6K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-8.46KClosed |
$166K - $172K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.5KClosed |
$29.5K - $30.5K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-11KClosed |
$216K - $223K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-88Closed |
$1.73K - $1.79K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-284Closed |
$5.29K - $5.74K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.73KClosed |
$131K - $132K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-68Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 03, 2019
Q1 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-315Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
May 07, 2020
Q2 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.86KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-10.3KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Private Capital Group, LLC
|
SELL
|
- |
-1.82KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-19.2KClosed |
N/A
|
0
$0
|
|