SPDR SERIES TRUST (TIPX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
145
Reporting holders
$1.8B
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| STATE STREET CORP | $1.1B | 59,157,599 | 0.03% | 31q | +11.3%+$114.0M |
| UBS Group AG | $284.6M | 15,032,545 | 0.04% | 19q | +3.4%+$9.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $60.6M | 3,201,578 | 0.01% | 3q | -6.1%-$4.0M |
| LPL Financial LLC | $56.6M | 2,989,664 | 0.01% | 27q | +7.4%+$3.9M |
| ST GERMAIN D J CO INC | $32.3M | 1,706,468 | 1.16% | 16q | +7.5%+$2.3M |
| ENVESTNET ASSET MANAGEMENT INC | $19.3M | 1,021,257 | 0.00% | 20q | +11.8%+$2.0M |
| Brio Consultants, LLC | $19.1M | 1,009,494 | 2.24% | 31q | +2.5%+$458.1K |
| Envestnet Portfolio Solutions, Inc. | $16.1M | 852,862 | 0.08% | 12q | +11.4%+$1.6M |
| Security National Bank | $12.3M | 650,277 | 1.47% | 9q | HELD |
| Stratos Wealth Partners, LTD. | $10.4M | 550,696 | 0.10% | 7q | +2609.2%+$10.0M |
| Treasure Coast Financial Planning | $10.2M | 538,380 | 4.97% | 15q | +1.2%+$125.2K |
| JPMORGAN CHASE & CO | $9.5M | 502,817 | 0.00% | 19q | +579.6%+$8.1M |
| MORGAN STANLEY | $6.9M | 362,795 | 0.00% | 35q | +1.1%+$77.7K |
| Aspire Private Capital, LLC | $6.5M | 343,540 | 1.34% | 18q | +6.7%+$408.0K |
| ASSETMARK, INC | $6.4M | 338,125 | 0.01% | 18q | +3.0%+$188.2K |
| Continuum Advisory, LLC | $6.0M | 314,784 | 0.48% | 31q | +2.6%+$148.4K |
| Cerity Partners LLC | $5.7M | 300,675 | 0.01% | 2q | +12.6%+$638.8K |
| Alesco Advisors, LLC, An ESL Co | $5.4M | 284,895 | 0.12% | 16q | -4.3%-$244.0K |
| Pinnacle Wealth Planning Services, Inc. | $4.6M | 243,967 | 0.44% | 34q | +4.3%+$190.3K |
| BANK OF AMERICA CORP /DE/ | $4.2M | 223,228 | 0.00% | 31q | -77.4%-$14.5M |
| Foundations Investment Advisors, LLC | $3.7M | 197,174 | 0.04% | 7q | +21.0%+$647.4K |
| Sovran Advisors, LLC | $3.7M | 196,516 | 0.27% | 7q | HELD |
| NewEdge Advisors, LLC | $3.6M | 189,782 | 0.01% | 15q | +24.3%+$701.5K |
| ROYAL BANK OF CANADA | $3.4M | 182,076 | 0.00% | 31q | +244.5%+$2.4M |
| Cetera Investment Advisers | $3.3M | 174,366 | 0.00% | 17q | +5.0%+$157.5K |
| Lynx Investment Advisory | $3.0M | 158,174 | 0.98% | 9q | +36.4%+$798.5K |
| Rockefeller Capital Management L.P. | $2.8M | 145,518 | 0.00% | 4q | +2.3%+$63.1K |
| Sonoma Allocations LLC | $2.7M | 144,049 | 0.84% | 4q | -28.3%-$1.1M |
| Mutual Advisors, LLC | $2.7M | 140,114 | 0.05% | 28q | +1.9%+$48.9K |
| HighTower Advisors, LLC | $2.5M | 131,930 | 0.00% | 18q | +10.7%+$241.3K |
| Raleigh Capital Management Inc. | $2.5M | 131,289 | 0.79% | 18q | +8.1%+$187.2K |
| CHAPMAN FINANCIAL GROUP, LLC | $2.3M | 121,436 | 1.53% | 2q | +1.5%+$33.1K |
| Financial & Tax Architects, LLC | $2.2M | 113,911 | 0.45% | 4q | +38.5%+$598.9K |
| RAYMOND JAMES FINANCIAL INC | $2.1M | 110,115 | 0.00% | 7q | +1.4%+$28.7K |
| STIFEL FINANCIAL CORP | $2.0M | 103,194 | 0.00% | 20q | -38.5%-$1.2M |
| Good Harbor Advisors, Inc. | $1.9M | 101,987 | 1.89% | 3q | HELD |
| Hibernia Wealth Partners, LLC | $1.9M | 100,721 | 1.03% | 12q | -44.9%-$1.6M |
| Intrua Financial, LLC | $1.8M | 93,820 | 0.16% | 4q | -19.9%-$441.3K |
| LANDMARK WEALTH MANAGEMENT, INC. | $1.6M | 82,432 | 0.52% | 9q | +11.8%+$164.3K |
| Equitable Holdings, Inc. | $1.6M | 82,380 | 0.01% | 6q | +11.1%+$156.4K |
| WELLS FARGO & COMPANY/MN | $1.5M | 78,436 | 0.00% | 25q | +657.5%+$1.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.5M | 78,300 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $1.4M | 76,227 | 0.01% | 3q | +13.1%+$166.9K |
| McNamara Financial Services, Inc. | $1.4M | 75,977 | 0.25% | 18q | +2.7%+$38.5K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $1.4M | 72,114 | 0.05% | 3q | HELD |
| CreativeOne Wealth, LLC | $1.3M | 71,174 | 0.03% | 19q | +36.2%+$358.3K |
| Visionary Horizons, LLC | $1.3M | 69,834 | 0.55% | new | NEW |
| Capital Investment Management, Inc. | $1.2M | 65,480 | 0.38% | 3q | +5.3%+$62.1K |
| Parallel Advisors, LLC | $1.2M | 65,083 | 0.02% | 2q | +12.0%+$131.6K |
| Breakwater Capital Group | $1.1M | 60,437 | 0.14% | 6q | +34.4%+$292.9K |
| Nest Investments, LLC | $1.1M | 59,737 | 0.86% | 3q | +4.0%+$43.3K |
| CAPITAL WEALTH MANAGEMENT, LLC | $1.1M | 57,818 | 0.26% | 15q | -4.8%-$55.0K |
| TRUIST FINANCIAL CORP | $1.1M | 57,244 | 0.00% | 20q | +1.7%+$18.0K |
| PRINCIPAL SECURITIES, INC. | $1.0M | 54,988 | 0.01% | 2q | +217.7%+$713.3K |
| Henderson Brothers Financial Partners, LLC | $1.0M | 54,115 | 0.48% | 3q | -48.6%-$967.7K |
| Simplicity Wealth,LLC | $1.0M | 53,159 | 0.03% | 6q | -2.3%-$23.5K |
| Sanctuary Advisors, LLC | $969.5K | 51,216 | 0.00% | 9q | +26.7%+$204.3K |
| Elevation Capital Advisory, LLC | $915.4K | 48,356 | 0.35% | 2q | -10.7%-$109.6K |
| MML INVESTORS SERVICES, LLC | $913.8K | 48,272 | 0.00% | 4q | +48.0%+$296.4K |
| HARBOUR INVESTMENTS, INC. | $901.0K | 47,598 | 0.01% | 20q | +22.4%+$164.8K |
| Beacon Pointe Advisors, LLC | $889.2K | 46,972 | 0.00% | 2q | +3.7%+$31.5K |
| Brookstone Capital Management | $887.2K | 46,869 | 0.01% | 21q | -1.4%-$12.7K |
| Kestra Advisory Services, LLC | $879.8K | 46,477 | 0.00% | 17q | -13.5%-$137.8K |
| Addison Capital Co | $866.5K | 45,773 | 0.14% | 2q | +5.1%+$41.8K |
| OSAIC HOLDINGS, INC. | $666.5K | 35,204 | 0.00% | 26q | +44.5%+$205.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $650.2K | 34,348 | 0.03% | 13q | +7.3%+$44.0K |
| NOVUS ADVISORS, LLC | $639.9K | 33,803 | 1.33% | 7q | +3.2%+$20.1K |
| Farther Finance Advisors, LLC | $582.6K | 30,776 | 0.00% | 15q | -5.1%-$31.6K |
| Orion Porfolio Solutions, LLC | $577.2K | 30,489 | 0.00% | 14q | +3.9%+$21.5K |
| Hyundai Investments Co., Ltd. | $574.1K | 30,278 | 0.62% | 3q | +159.3%+$352.6K |
| 17 CAPITAL PARTNERS, LLC | $567.8K | 29,993 | 0.26% | 2q | +9.2%+$47.8K |
| Detalus Advisors, LLC | $553.4K | 29,233 | 0.11% | new | NEW |
| Comprehensive Money Management Services LLC | $550.2K | 29,067 | 0.35% | 7q | -11.4%-$71.0K |
| Global Retirement Partners, LLC | $535.9K | 28,308 | 0.01% | 16q | +18.5%+$83.8K |
| Midwest Financial Network, LLC | $525.8K | 27,785 | 0.36% | new | FIRST |
| Ashton Thomas Private Wealth, LLC | $515.7K | 27,242 | 0.01% | new | NEW |
| Private Advisor Group, LLC | $495.3K | 26,166 | 0.00% | 25q | +48.0%+$160.7K |
| Sharkey, Howes & Javer | $495.2K | 26,161 | 0.06% | 8q | -48.4%-$465.4K |
| Signal Advisors Wealth, LLC | $485.2K | 25,631 | 0.02% | 7q | +11.4%+$49.7K |
| FIFTH THIRD BANCORP | $481.1K | 25,414 | 0.00% | 2q | -1.5%-$7.5K |
| RFG Advisory, LLC | $457.5K | 24,170 | 0.01% | 17q | +4.5%+$19.5K |
| Arete Wealth Advisors, LLC | $444.9K | 23,502 | 0.01% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $435.1K | 22,985 | 0.00% | 7q | +213.2%+$296.2K |
| AXXCESS WEALTH MANAGEMENT, LLC | $432.7K | 22,856 | 0.01% | 18q | -37.4%-$258.1K |
| Venture Visionary Partners LLC | $431.9K | 22,813 | 0.01% | new | NEW |
| Sigma Planning Corp | $418.5K | 22,110 | 0.01% | 5q | +12.0%+$45.0K |
| Legacy Wealth Partners, LLC | $393.5K | 20,789 | 0.09% | 3q | +26.4%+$82.2K |
| Pallas Capital Advisors LLC | $379.1K | 20,026 | 0.01% | 22q | HELD |
| SCOTIA CAPITAL INC. | $378.6K | 20,000 | 0.00% | 4q | +100.0%+$189.3K |
| Lifeworks Advisors, LLC | $332.4K | 17,560 | 0.03% | 8q | -8.5%-$30.9K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $329.9K | 17,427 | 0.09% | 18q | -2.9%-$10.0K |
| WBI INVESTMENTS, LLC | $328.8K | 17,370 | 0.08% | 6q | +0.5%+$1.8K |
| Valtinson Bruner Financial Planning LLC | $325.9K | 17,214 | 0.08% | 3q | +3.6%+$11.5K |
| AE Wealth Management LLC | $323.7K | 17,101 | 0.00% | 18q | +13.0%+$37.3K |
| PCB Capital LLC | $317.3K | 16,761 | 0.39% | 3q | +21.9%+$57.0K |
| Argent Trust Co | $308.2K | 16,282 | 0.01% | 13q | +7.0%+$20.2K |
| KWB Wealth | $300.8K | 15,888 | 0.03% | new | NEW |
| Sowell Financial Services LLC | $288.9K | 15,263 | 0.01% | 6q | +9.0%+$23.8K |
| WCG Wealth Advisors LLC | $288.7K | 15,251 | 0.01% | new | NEW |
| StoneX Group Inc. | $287.5K | 15,056 | 0.01% | new | NEW |
Showing the largest 100 of 151 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 145 | $1.8B | 94,852,767 | 19 | 72 | 30 | 0.0% |
| Q1 2026 | 140 | $1.7B | 87,594,632 | 27 | 63 | 30 | 0.0% |
| Q4 2025 | 135 | $1.4B | 71,171,174 | 18 | 54 | 39 | 0.0% |
| Q3 2025 | 129 | $1.3B | 68,870,930 | 17 | 50 | 42 | 0.0% |
| Q2 2025 | 125 | $1.3B | 66,602,368 | 13 | 54 | 40 | 0.0% |
| Q1 2025 | 129 | $1.2B | 64,875,490 | 22 | 46 | 38 | 0.0% |
| Q4 2024 | 120 | $1.2B | 63,198,457 | 10 | 48 | 38 | 0.0% |
| Q3 2024 | 115 | $1.2B | 62,705,312 | 7 | 40 | 43 | 0.0% |
| Q2 2024 | 124 | $1.2B | 63,266,560 | 8 | 49 | 41 | 0.0% |
| Q1 2024 | 130 | $1.2B | 61,816,925 | 15 | 29 | 64 | 0.0% |
| Q4 2023 | 137 | $1.1B | 61,334,367 | 22 | 33 | 54 | 0.0% |
| Q3 2023 | 119 | $1.0B | 57,660,250 | 8 | 38 | 52 | 0.0% |
| Q2 2023 | 125 | $1.1B | 59,904,737 | 15 | 51 | 43 | 0.0% |
| Q1 2023 | 119 | $1.1B | 57,292,720 | 17 | 31 | 53 | 0.0% |
| Q4 2022 | 117 | $1.0B | 54,929,799 | 20 | 34 | 48 | 0.0% |
| Q3 2022 | 139 | $1.1B | 60,972,819 | 21 | 64 | 38 | 0.0% |
| Q2 2022 | 134 | $1.1B | 58,504,750 | 24 | 51 | 43 | 0.0% |
| Q1 2022 | 124 | $1.2B | 59,412,418 | 38 | 44 | 22 | 0.0% |
| Q4 2021 | 98 | $956.2M | 45,257,451 | 24 | 42 | 13 | 0.0% |
| Q3 2021 | 74 | $750.5M | 35,568,104 | 20 | 31 | 7 | 0.0% |
| Q2 2021 | 60 | $657.6M | 31,108,057 | 16 | 25 | 7 | 0.0% |
| Q1 2021 | 48 | $588.7M | 28,199,247 | 5 | 24 | 6 | 0.0% |
| Q4 2020 | 46 | $490.4M | 23,458,743 | 5 | 19 | 11 | 0.0% |
| Q3 2020 | 43 | $427.4M | 20,621,531 | 4 | 21 | 8 | 0.0% |
| Q2 2020 | 40 | $367.0M | 18,061,167 | 8 | 17 | 6 | 0.0% |
| Q1 2020 | 41 | $325.9M | 16,601,879 | 8 | 12 | 10 | 0.0% |
| Q4 2019 | 39 | $318.2M | 16,227,360 | 5 | 14 | 8 | 0.0% |
| Q3 2019 | 35 | $311.8M | 15,940,089 | 7 | 13 | 7 | 0.0% |
| Q2 2019 | 31 | $309.6M | 15,809,479 | 7 | 13 | 5 | 0.0% |
| Q1 2019 | 28 | $296.0M | 15,307,285 | 6 | 10 | 7 | 0.0% |
| Q4 2018 | 23 | $277.1M | 14,358,964 | 1 | 1 | 1 | 0.0% |