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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.7K- 24.74% |
$198K - $205K
|
32.7K
$603K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.1K- 22.75% |
$204K - $211K
|
37.7K
$695K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.3K- 43.97% |
$208K - $215K
|
14.4K
$266K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 14.33% |
$209K - $217K
|
68.1K
$1.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-12.6K- 48.66% |
$231K - $240K
|
13.3K
$245K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15.7K- 99.88% |
$289K - $299K
|
19
$351
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-17.6K- 52.64% |
$323K - $335K
|
15.8K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.6K- 6.08% |
$379K - $393K
|
319K
$5.88M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24.9K- 19.59% |
$457K - $473K
|
102K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27K- 28.63% |
$497K - $515K
|
67.4K
$1.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32.9K- 9.73% |
$605K - $626K
|
305K
$5.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-35.9K- 52.71% |
$659K - $683K
|
32.2K
$594K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-39.8K- 6.14% |
$732K - $758K
|
609K
$11.2M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-40.4K- 74.42% |
$742K - $768K
|
13.9K
$256K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-40.5K- 11.74% |
$745K - $771K
|
305K
$5.62M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-40.5K- 11.74% |
$745K - $771K
|
305K
$5.62M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.8K- 39.64% |
$751K - $777K
|
62.2K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-48K- 44.47% |
$882K - $914K
|
59.9K
$1.11M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-49.8K- 33.25% |
$916K - $948K
|
100K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-49.8K- 33.25% |
$916K - $948K
|
100K
$1.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-53K- 65.02% |
$975K - $1.01M
|
28.5K
$526K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-65.3K- 27.23% |
$1.2M - $1.24M
|
175K
$3.22M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-67.1K- 9.35% |
$1.23M - $1.28M
|
651K
$12M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-70.6K- 18.34% |
$1.3M - $1.34M
|
314K
$5.8M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-76.1K- 21.15% |
$1.4M - $1.45M
|
284K
$5.24M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-94.4K- 54.33% |
$1.74M - $1.8M
|
79.4K
$1.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-123K- 22.77% |
$2.26M - $2.34M
|
417K
$7.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-218K- 61.55% |
$4.01M - $4.15M
|
136K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-314K- 53.13% |
$5.78M - $5.98M
|
277K
$5.12M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-454K- 4.94% |
$8.35M - $8.65M
|
8.75M
$161M
|