Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.3K+ 4.15% |
$78.5K - $81.1K
|
108K
$2.02M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.78KNew |
$69K - $71.3K
|
3.78K
$70.7K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.52K+ 12.41% |
$64.2K - $66.3K
|
31.9K
$596K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.67K+ 7.28% |
$48.8K - $50.4K
|
39.4K
$736K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.58K+ 1.86% |
$47.2K - $48.7K
|
142K
$2.65M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$45.7K - $47.2K
|
2.5K
$46.8K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.29K+ 5.66% |
$41.9K - $43.2K
|
42.8K
$800K
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.24K+ 3.7% |
$40.9K - $42.2K
|
62.8K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2KNew |
$36.5K - $37.7K
|
2K
$37.4K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.82K+ 11.73% |
$33.2K - $34.3K
|
17.3K
$324K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.64K+ 0.49% |
$30K - $31K
|
339K
$6.34M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.61KNew |
$29.4K - $30.3K
|
1.61K
$30.1K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22KNew |
$22.2K - $22.9K
|
1.22K
$22.7K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.05K+ 48.03% |
$19.1K - $19.8K
|
3.23K
$60.4K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.01K+ 2.06% |
$18.5K - $19K
|
50K
$935K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
982New |
$17.9K - $18.5K
|
982
$18.4K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
662+ 16.04% |
$12.1K - $12.5K
|
4.79K
$89.5K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
470New |
$8.58K - $8.85K
|
470
$8.78K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
466+ 0.5% |
$8.5K - $8.78K
|
93.5K
$1.75M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
425+ 2.25% |
$7.76K - $8.01K
|
19.3K
$360K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
320+ 2.59% |
$5.84K - $6.03K
|
12.7K
$237K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
280+ 1.09% |
$5.11K - $5.28K
|
25.9K
$484K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
178New |
$3.25K - $3.35K
|
178
$3.33K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
114+ 6.64% |
$2.08K - $2.15K
|
1.83K
$34.2K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
84+ 10.7% |
$1.53K - $1.58K
|
869
$16.2K
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
21+ 1.41% |
$383 - $396
|
1.51K
$28.3K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.09% |
$128 - $132
|
7.9K
$148K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.27% |
$128 - $132
|
2.61K
$48.8K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 7.14% |
$36.5 - $37.7
|
26
$486
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18- 42.86% |
$329 - $339
|
24
$449
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27- 0.26% |
$493 - $509
|
10.4K
$194K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-97- 49.24% |
$1.77K - $1.83K
|
100
$1.87K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-105- 0.95% |
$1.92K - $1.98K
|
11K
$205K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-114- 10.48% |
$2.08K - $2.15K
|
974
$18.2K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-185- 2.22% |
$3.38K - $3.49K
|
8.16K
$152K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-242- 12.44% |
$4.42K - $4.56K
|
1.7K
$31.8K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-328- 3.13% |
$5.99K - $6.18K
|
10.1K
$189K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-364- 0.97% |
$6.64K - $6.86K
|
37.2K
$696K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-472- 0.86% |
$8.61K - $8.89K
|
54.3K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.17K- 16.55% |
$21.3K - $21.9K
|
5.88K
$110K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.27K- 4.0% |
$23.2K - $23.9K
|
30.5K
$570K
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.28K- 3.52% |
$23.4K - $24.1K
|
35.1K
$655K
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-1.65K- 7.02% |
$30.1K - $31K
|
21.8K
$408K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.79K- 5.96% |
$32.6K - $33.7K
|
28.2K
$528K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.19K- 24.23% |
$39.9K - $41.2K
|
6.83K
$128K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.91K- 8.72% |
$53.1K - $54.9K
|
30.5K
$570K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.35K- 4.28% |
$61.2K - $63.1K
|
75K
$1.4M
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.54K- 4.94% |
$64.5K - $66.6K
|
68.1K
$1.27M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.04K- 2.6% |
$73.8K - $76.2K
|
152K
$2.83M
|