Purchases and Sales Made in Q1 2023 in Spdr Bloomberg 1 10 Year Tips (TIPX)
This table provides information about the institutional ownership of Spdr Bloomberg 1 10 Year Tips (TIPX) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG 1-10 YEAR TIPS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
937New |
$17.2K - $17.8K
|
937
$17.3K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
923+ 0.54% |
$17K - $17.6K
|
171K
$3.16M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
711New |
$13.1K - $13.5K
|
711
$13.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
685New |
$12.6K - $13K
|
685
$12.6K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
555+ 11.59% |
$10.2K - $10.6K
|
5.34K
$98.6K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
544+ 1600.0% |
$10K - $10.4K
|
578
$10.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 81.63% |
$3.68K - $3.81K
|
445
$8.21K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113+ 1.09% |
$2.08K - $2.15K
|
10.5K
$193K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
102+ 0.42% |
$1.87K - $1.94K
|
24.6K
$453K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
73New |
$1.34K - $1.39K
|
73
$1.35K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
71+ 0.19% |
$1.3K - $1.35K
|
38.4K
$708K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.06% |
$18.4 - $19
|
1.7K
$31.4K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 23.08% |
$110 - $114
|
20
$369
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-57- 0.31% |
$1.05K - $1.08K
|
18.4K
$340K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-84- 9.67% |
$1.54K - $1.6K
|
785
$14.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-146- 14.99% |
$2.68K - $2.78K
|
828
$15.3K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-235- 4.07% |
$4.32K - $4.47K
|
5.55K
$102K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-394- 10.42% |
$7.24K - $7.5K
|
3.39K
$62.5K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-553- 0.68% |
$10.2K - $10.5K
|
80.3K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-679- 0.56% |
$12.5K - $12.9K
|
121K
$2.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-711- 2.52% |
$13.1K - $13.5K
|
27.5K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.04K- 12.75% |
$19.1K - $19.8K
|
7.12K
$131K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.39K- 10.33% |
$25.5K - $26.4K
|
12K
$222K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.52K- 4.33% |
$27.9K - $28.9K
|
33.6K
$619K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.62K- 11.11% |
$29.8K - $30.8K
|
13K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.69K- 5.3% |
$31K - $32.1K
|
30.2K
$557K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.97K- 11.1% |
$36.2K - $37.5K
|
15.8K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.98K- 10.29% |
$36.4K - $37.7K
|
17.3K
$319K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.28K- 4.45% |
$41.8K - $43.3K
|
48.8K
$901K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-2.41K- 30.49% |
$44.3K - $45.8K
|
5.49K
$101K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.42K- 42.06% |
$44.4K - $46K
|
3.33K
$61.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.83K- 20.41% |
$51.9K - $53.8K
|
11K
$203K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.11K- 15.63% |
$57.2K - $59.3K
|
16.8K
$310K
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3.32K- 5.29% |
$61K - $63.2K
|
59.4K
$1.1M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.38K- 5.84% |
$80.5K - $83.3K
|
70.6K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.39K- 11.77% |
$80.6K - $83.4K
|
32.9K
$606K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.62K- 6.62% |
$84.9K - $87.9K
|
65.2K
$1.2M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.86K- 9.71% |
$89.3K - $92.4K
|
45.2K
$833K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4.99K- 18.13% |
$91.7K - $95K
|
22.5K
$416K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-5.59K- 4.17% |
$103K - $106K
|
128K
$2.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.66K- 6.06% |
$104K - $108K
|
87.8K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.96K- 19.55% |
$110K - $113K
|
24.5K
$452K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.32K- 51.17% |
$116K - $120K
|
6.03K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.45K- 4.25% |
$119K - $123K
|
145K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.5K- 19.21% |
$138K - $143K
|
31.6K
$582K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-7.61K- 34.85% |
$140K - $145K
|
14.2K
$263K
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-8.09K- 5.53% |
$149K - $154K
|
138K
$2.55M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.6K- 20.09% |
$158K - $164K
|
34.2K
$631K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.87K- 26.57% |
$163K - $169K
|
24.5K
$452K
|