TIPX institutional holders

SPDR SERIES TRUST · 13F, 2026Q2

Managers holding150
Shares held95,340,356
Reported value$1.8bn
Quarter flows22 new, 81 added, 32 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
STATE STREET CORP59,157,599$1.1bn0.0%
UBS Group AG15,032,545$284.6m0.0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,201,578$60.6m0.0%
LPL Financial LLC2,989,664$56.6m0.0%
ST GERMAIN D J CO INC1,706,468$32.3m1.2%
ENVESTNET ASSET MANAGEMENT INC1,021,257$19.3m0.0%
Brio Consultants, LLC1,009,494$19.1m2.2%
Envestnet Portfolio Solutions, Inc.852,862$16.1m0.1%
Security National Bank650,277$12.3m1.5%
Stratos Wealth Partners, LTD.550,696$10.4m0.1%
Treasure Coast Financial Planning538,380$10.2m5.0%
JPMORGAN CHASE & CO502,817$9.5m0.0%
MORGAN STANLEY362,795$6.9m0.0%
Aspire Private Capital, LLC343,540$6.5m1.3%
ASSETMARK, INC338,125$6.4m0.0%
Continuum Advisory, LLC314,784$6.0m0.5%
Cerity Partners LLC300,675$5.7m0.0%
Alesco Advisors, LLC, An ESL Co284,895$5.4m0.1%
Cambridge Investment Research Advisors, Inc.249,956$4.7m0.0%
Pinnacle Wealth Planning Services, Inc.243,967$4.6m0.4%
BANK OF AMERICA CORP /DE/223,228$4.2m0.0%
Foundations Investment Advisors, LLC197,174$3.7m0.0%
Sovran Advisors, LLC196,516$3.7m0.3%
NewEdge Advisors, LLC189,782$3.6m0.0%
ROYAL BANK OF CANADA182,076$3.4m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("TIPX"). TIPX price history · All 13F data

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