Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
319+ 24.5% |
$5.87K - $5.95K
|
1.62K
$30.3K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
312+ 328.42% |
$5.74K - $5.82K
|
407
$7.61K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
90+ 48.13% |
$1.66K - $1.68K
|
277
$5.18K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
75+ 0.27% |
$1.38K - $1.4K
|
27.8K
$519K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
63+ 1.5% |
$1.16K - $1.18K
|
4.26K
$79.6K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
9+ 0.06% |
$166 - $168
|
15.2K
$283K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 30.77% |
$73.6 - $74.6
|
9
$168
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10- 0.04% |
$184 - $187
|
27.6K
$515K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-13- 4.48% |
$239 - $243
|
277
$5.18K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-73- 3.41% |
$1.34K - $1.36K
|
2.07K
$38.7K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-117- 30.55% |
$2.15K - $2.18K
|
266
$4.97K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-248- 89.21% |
$4.56K - $4.63K
|
30
$561
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-334- 0.38% |
$6.15K - $6.23K
|
88.3K
$1.65M
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-484- 3.97% |
$8.91K - $9.03K
|
11.7K
$219K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-540- 92.94% |
$9.94K - $10.1K
|
41
$766
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-545- 7.17% |
$10K - $10.2K
|
7.06K
$132K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-570- 4.1% |
$10.5K - $10.6K
|
13.3K
$249K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-859- 3.55% |
$15.8K - $16K
|
23.3K
$436K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-919- 9.78% |
$16.9K - $17.1K
|
8.48K
$159K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.27K- 1.84% |
$23.4K - $23.7K
|
67.9K
$1.27M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.4K- 11.9% |
$25.7K - $26.1K
|
10.3K
$193K
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.66K- 0.55% |
$30.5K - $31K
|
297K
$5.56M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.96K- 8.98% |
$36.1K - $36.6K
|
19.9K
$372K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.05K- 7.88% |
$37.7K - $38.2K
|
23.9K
$448K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.49K- 3.07% |
$45.8K - $46.4K
|
78.5K
$1.47M
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.86K- 19.09% |
$52.6K - $53.3K
|
12.1K
$226K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.97K- 14.49% |
$54.6K - $55.4K
|
17.5K
$327K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.19K- 88.35% |
$58.6K - $59.5K
|
420
$7.85K
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.52K- 19.12% |
$64.8K - $65.7K
|
14.9K
$278K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.53K- 25.95% |
$64.9K - $65.9K
|
10.1K
$188K
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.81K- 17.35% |
$70.2K - $71.2K
|
18.2K
$340K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.24K- 5.61% |
$77.9K - $79K
|
71.2K
$1.33M
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.62K- 17.86% |
$85K - $86.2K
|
21.3K
$397K
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-5.02K- 9.81% |
$92.4K - $93.7K
|
46.2K
$863K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.24K- 34.29% |
$96.4K - $97.8K
|
10K
$188K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-6.06K- 32.47% |
$111K - $113K
|
12.6K
$236K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.29K- 16.88% |
$116K - $117K
|
31K
$579K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.51K- 33.05% |
$120K - $121K
|
13.2K
$246K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.74K- 15.05% |
$124K - $126K
|
38K
$711K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.86K- 55.51% |
$126K - $128K
|
5.5K
$103K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.25K- 49.77% |
$133K - $135K
|
7.32K
$137K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.3K- 28.61% |
$134K - $136K
|
18.2K
$340K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.2K- 8.87% |
$151K - $153K
|
84.2K
$1.57M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-10.3K- 23.34% |
$189K - $192K
|
33.7K
$630K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.4K- 33.75% |
$191K - $194K
|
20.4K
$381K
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-10.8K- 33.75% |
$198K - $201K
|
21.1K
$395K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.5K- 7.67% |
$212K - $215K
|
139K
$2.59M
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-13.6K- 21.5% |
$249K - $253K
|
49.5K
$925K
|