Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.82M+ 3.98% |
$33.3M - $33.7M
|
47.6M
$878M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
226K+ 1778.37% |
$4.13M - $4.19M
|
239K
$4.41M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
151K+ 29.72% |
$2.75M - $2.79M
|
657K
$12.1M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
144K+ 89.46% |
$2.63M - $2.67M
|
305K
$5.63M
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
116K+ 100.04% |
$2.12M - $2.15M
|
233K
$4.3M
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
109K+ 55.45% |
$1.99M - $2.02M
|
306K
$5.65M
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
87KNew |
$1.59M - $1.61M
|
87K
$1.61M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
82KNew |
$1.5M - $1.52M
|
82K
$1.51M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62.6K+ 7.23% |
$1.14M - $1.16M
|
928K
$17.1M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
59.4K+ 14.54% |
$1.08M - $1.1M
|
468K
$8.64M
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
52.9K+ 265.79% |
$965K - $978K
|
72.7K
$1.34M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50.9K+ 5.72% |
$929K - $942K
|
940K
$17.4M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48.1K+ 116.91% |
$879K - $891K
|
89.3K
$1.65M
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
43.5KNew |
$795K - $806K
|
43.5K
$804K
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
40.6KNew |
$741K - $751K
|
40.6K
$749K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
33KNew |
$603K - $611K
|
33K
$610K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.6K+ 294.93% |
$394K - $399K
|
28.9K
$533K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.2K+ 2.77% |
$369K - $374K
|
750K
$13.9M
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
19K+ 2.56% |
$347K - $352K
|
763K
$14.1M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.8K+ 61.24% |
$288K - $292K
|
41.6K
$768K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
14.7K+ 51.42% |
$268K - $272K
|
43.2K
$798K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.9KNew |
$217K - $220K
|
11.9K
$220K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 26.56% |
$193K - $196K
|
50.5K
$932K
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
9.36K+ 4.87% |
$171K - $173K
|
202K
$3.72M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.92K+ 3.0% |
$163K - $165K
|
306K
$5.65M
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7.6K+ 15.35% |
$139K - $141K
|
57.1K
$1.05M
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.23K+ 11.46% |
$132K - $134K
|
70.3K
$1.3M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.17K+ 2.31% |
$113K - $114K
|
274K
$5.05M
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
5.99KNew |
$109K - $111K
|
5.99K
$111K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5.62K+ 17.51% |
$103K - $104K
|
37.7K
$696K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.28K+ 11.83% |
$59.9K - $60.8K
|
31K
$573K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.93KNew |
$53.5K - $54.3K
|
2.93K
$54.1K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.76K+ 0.52% |
$50.3K - $51K
|
529K
$9.77M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.71K+ 6.19% |
$49.4K - $50.1K
|
46.4K
$857K
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.62K+ 17.57% |
$47.8K - $48.5K
|
17.5K
$323K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.46K+ 7.04% |
$44.8K - $45.4K
|
37.3K
$689K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.45K+ 7.92% |
$44.8K - $45.4K
|
33.5K
$618K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.38K+ 13.05% |
$43.4K - $44K
|
20.6K
$380K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.31K+ 46.26% |
$42.1K - $42.7K
|
7.3K
$135K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.54K+ 1.83% |
$28.2K - $28.6K
|
85.8K
$1.58M
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
1.07K+ 6.68% |
$19.4K - $19.7K
|
17K
$314K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
880+ 4.31% |
$16.1K - $16.3K
|
21.3K
$393K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
688+ 2.95% |
$12.6K - $12.7K
|
24K
$443K
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
650+ 6.46% |
$11.9K - $12K
|
10.7K
$198K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
642+ 4.12% |
$11.7K - $11.9K
|
16.2K
$300K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
636+ 369.77% |
$11.6K - $11.8K
|
808
$14.9K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
564+ 0.64% |
$10.3K - $10.4K
|
88.9K
$1.64M
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
471+ 1.02% |
$8.6K - $8.72K
|
46.6K
$861K
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
351+ 1.58% |
$6.41K - $6.5K
|
22.6K
$416K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
324+ 1.52% |
$5.91K - $6K
|
21.6K
$398K
|