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Disclosery

SPIP SPDR SERIES TRUST

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PORTFLI TIPS ETF (fund)

221 managers (222 13F filers) reported a position in SPIP shares at 2024-12-31, 21,631,511 shares in all. 21 filers opened a position and 22 filers sold out during the quarter.

Managers
221
13F filers
222
New
21
Added
56
Reduced
78
Sold out
22
Shares held by filers
21,631,511

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Charles Schwab Trust Cogroup of 2 filers holding3,504,211$88.7M-108,695Timeline
STATE STREET CORPin group STATE STREET CORP1,851,273$46.9M<0.01%-13,01013F-HRTimelineGroup
LPL Financial LLC1,549,007$39.2M0.02%+134,77613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,181,354$29.9M<0.01%+478,55913F-HRTimelineGroup
Pure Financial Advisors, LLC1,144,983$29M0.66%-16,83813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC895,945$22.7M0.05%+7,15013F-HRTimelineGroup
3EDGE Asset Management, LP782,945$19.8M1.22%new13F-HRTimeline
Cannon Financial Strategists, Inc.772,291$19.5M3.35%+54,51213F-HRTimeline
Stadion Money Management, LLC759,521$19.2M1.5%+2,60013F-HRTimeline
Willow Creek Wealth Management Inc.600,290$15.2M1.55%+22,98113F-HRTimeline
Hughes Financial Services, LLC569,946$14.4M2.96%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY427,970$10.8M<0.01%-16,25613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC365,650$9.25M<0.01%-16,59613F-HRTimelineGroup
Prentice Wealth Management LLC344,157$8.71M2.52%+16,61613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…333,303$8.44M0.19%-59,65413F-HRTimelineGroup
Greenline Partners, LLC326,225$8.26M1.16%-6,42613F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.303,110$7.67M1.67%+1,37013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN286,553$7.25M<0.01%-9,15613F-HRTimelineGroup
ERn Financial, LLC230,742$5.84M0.88%+11,95113F-HRTimeline
Aquire Wealth Advisors, LLC215,418$5.45M1.69%+12,09613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC204,026$5.16M<0.01%13F-HR/ATimelineGroup
Janney Montgomery Scott LLC160,010$4.05M0.01%-131,63513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA153,560$3.89M0.01%+7,50013F-HRTimelineGroup
IFG Advisory, LLC150,516$3.81M0.22%+12,03413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP137,499$3.48M0.01%+2,02313F-HRTimelineGroup
FLOW TRADERS U.S. LLC136,607$3.46M0.14%-221,05513F-HRTimeline
GRIES FINANCIAL LLC126,128$3.19M0.57%+3,83513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp117,863$2.98M<0.01%-12,01513F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC116,575$2.95M0.21%+54,77113F-HRTimeline
Financial Engines Advisors L.L.C.114,116$2.89M0.01%-7,57913F-HRTimeline
Private Advisor Group, LLC111,465$2.82M0.02%-28913F-HRTimeline
Verde Capital Management108,375$2.74M0.77%+9,69713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC103,776$2.63M0.12%-26,04713F-HRTimelineGroup
Integrity Wealth Solutions LLC102,771$2.6M1.46%-4,80213F-HRTimeline
SeaBridge Investment Advisors LLC102,607$2.6M0.54%-12,16013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …98,697$2.5M0.07%-21313F-HRTimelineGroup
Note Advisors, LLC98,438$2.49M2.21%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC97,736$2.47M0.19%-22,68613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA94,943$2.4M<0.01%+22,28313F-HRTimelineGroup
Allen Capital Group, LLC91,519$2.32M0.28%+1,37813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK87,423$2.3M0.2%013F-HRTimeline
Rinkey Investments88,831$2.25M0.72%+1,85213F-HRTimeline
SigFig Wealth Management, LLC73,537$2M0.07%-3,55013F-HRTimeline
Cetera Investment Advisers77,644$1.97M<0.01%+49813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC68,868$1.74M<0.01%-24,16513F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC64,216$1.63M0.4%-7,90913F-HRTimelineGroup
Geneos Wealth Management Inc.63,139$1.6M0.06%+1,25413F-HRTimeline
Continuum Advisory, LLC62,682$1.59M0.2%+1,46313F-HRTimeline
Mariner, LLCin group Mariner, LLC59,651$1.51M<0.01%+22,68813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,385$1.48M<0.01%-24,13913F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC55,165$1.4M<0.01%-6,95613F-HRTimeline
UBS Group AGin group UBS Group AG47,151$1.19M<0.01%-29,88113F-HRTimelineGroup
Busey Bank47,041$1.19M0.04%-3,59313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC46,749$1.18M0.12%-33713F-HRTimeline
Global View Capital Management LLC44,364$1.12M0.39%13F-HRTimeline
City State Bank42,675$1.08M0.38%-2,87613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC42,640$1.08M<0.01%-7,89113F-HRTimelineGroup
Independent Advisor Alliance41,872$1.06M0.01%new13F-HRTimeline
Treasure Coast Financial Planning41,226$1.04M0.69%-18,82513F-HRTimeline
Wealth Advisory Solutions, LLC40,475$1.02M0.29%+76613F-HRTimeline
Jacobi Capital Management LLC39,915$1.01M0.08%+5,36413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding39,816$1.01M-1,909Timeline
Cambridge Investment Research Advisors,…39,801$1.01M<0.01%-3,75813F-HRTimeline
BIP Wealth, LLC39,526$1M0.07%+3,38013F-HRTimeline
Resonant Capital Advisors, LLC38,468$974K0.07%+4,59613F-HRTimeline
GTS SECURITIES LLC38,448$973K0.05%new13F-HRTimeline
Southland Equity Partners LLC37,004$937K0.22%-15213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…36,051$912K0.04%-30013F-HRTimelineGroup
AMERIFLEX GROUP, INC.33,134$849K0.39%13F-HRTimeline
Leading Edge Financial Planning LLC33,231$841K0.28%+4,29013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,479$822K<0.01%-6,38913F-HRTimeline
CWM, LLCin group CWM, LLC31,283$792K<0.01%-3,48713F-HRTimelineGroup
Modera Wealth Management, LLC31,041$786K0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,994$784K<0.01%013F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC30,890$782K0.85%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,643$776K<0.01%-72,80913F-HRTimelineGroup
COMERICA BANK30,046$760K<0.01%+2313F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,699$726K<0.01%+3,86313F-HR/ATimeline
Advisors Asset Management, Inc.27,081$685K0.01%+3,99713F-HR/ATimeline
Auour Investments LLC25,827$662K0.23%+1,65613F-HRTimeline
Collaborative Wealth Managment Inc.24,638$624K0.28%-3,45413F-HRTimeline
Vise Technologies, Inc.22,725$575K0.05%+9,59813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT22,466$569K0.07%013F-HRTimeline
Creative Planningin group Creative Planning22,362$566K<0.01%-2,75313F-HRTimelineGroup
Foundations Investment Advisors, LLC21,886$554K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,878$554K<0.01%-62,34113F-HRTimelineGroup
Northwest Capital Management Inc21,773$551K0.24%-9,29613F-HRTimeline
Ridgewood Investments LLC20,968$531K0.26%-3,30213F-HRTimeline
Larson Financial Group LLC20,837$527K0.03%-30113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV19,735$499K0.11%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC19,467$493K0.12%+9213F-HRTimelineGroup
ALTFEST L J & CO INC19,446$492K0.06%+3,23113F-HRTimeline
KWB Wealth18,357$482K0.06%-7,07413F-HRTimeline
Post Resch Tallon Group Inc.19,035$482K0.46%13F-HRTimeline
OneDigital Investment Advisors LLC18,859$477K0.01%-8,25213F-HRTimeline
Valtinson Bruner Financial Planning LLC18,439$467K0.16%-7,72413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,231$461K<0.01%-2,06413F-HRTimelineGroup
HighTower Advisors, LLC17,510$443K<0.01%new13F-HRTimeline
Keystone Financial Group17,425$441K0.04%-4,29413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,377$440K<0.01%+1,93713F-HRTimelineGroup
NewEdge Advisors, LLC17,323$438K<0.01%-3,57513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,589$420K0.01%013F-HRTimeline
Good Life Advisors, LLC15,887$402K0.03%-3,38613F-HRTimeline
Global Retirement Partners, LLC15,604$395K0.01%-4,74713F-HRTimeline
Waverly Advisors, LLC15,047$381K0.01%-5,90913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,883$377K<0.01%-13613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,243$360K<0.01%-13,45113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,064$356K<0.01%-52,98113F-HRTimelineGroup
Accel Wealth Management13,622$345K0.13%-29413F-HRTimeline
Benchmark Wealth Management, LLC13,440$340K0.17%+38413F-HRTimeline
McAdam, LLC13,388$339K0.02%-5,25913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…12,894$326K0.03%+71113F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth12,679$321K0.01%-1,78613F-HRTimelineGroup
CoreCap Advisors, LLC12,566$318K0.01%-68213F-HRTimeline
Efficient Advisors, LLC12,354$313K0.02%-2,68513F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,156$308K0.04%new13F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV11,900$301K0.17%-41613F-HRTimeline
Glen Eagle Advisors, LLC11,503$291K0.05%-2,19513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,363$288K<0.01%+60113F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED11,300$286K0.03%+213F-HRTimeline
Insight Advisors, LLC/ PA11,156$283K0.05%-27,77013F-HRTimeline
Financial Strategies Group, Inc.10,828$273K0.07%013F-HRTimeline
NAPA WEALTH MANAGEMENT10,581$268K0.12%-10,71013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,023$254K<0.01%+54013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS9,792$248K<0.01%+19413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,773$247K<0.01%+2,67313F-HRTimelineGroup
Cordant, Inc.9,765$247K0.13%013F-HRTimeline
NWAM LLC9,751$247K0.02%+1,10313F-HRTimeline
HB Wealth Management, LLC9,556$242K<0.01%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.9,548$242K<0.01%013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…9,241$234K0.01%-7,82313F-HRTimeline
Patriot Financial Group Insurance Agenc…9,219$233K0.03%-11013F-HRTimeline
Comprehensive Money Management Services…9,044$229K0.19%13F-HRTimeline
KWMG, LLC8,814$223K0.02%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,668$219K0.08%-1813F-HRTimeline
Allworth Financial LP8,205$209K<0.01%+4,24013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …7,912$200K0.02%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,090$154K<0.01%+61213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC5,783$146K<0.01%-713F-HRTimeline
Golden State Wealth Management, LLC5,780$146K0.02%13F-HRTimeline
JNBA Financial Advisors5,435$138K0.01%013F-HRTimeline
S.A. Mason LLC5,240$133K0.07%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,910$124K<0.01%-45413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,163$105K<0.01%+29513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,003$101K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC4,000$101K0.01%013F-HRTimeline
Princeton Global Asset Management LLC3,455$87.4K0.02%013F-HRTimeline
Householder Group Estate & Retirement S…3,239$81K0.06%-313F-HRTimeline
Fairway Wealth LLC3,162$80K0.04%+1313F-HRTimeline
Transcendent Capital Group LLC3,155$79.9K0.04%+75013F-HRTimeline
WealthCollab, LLC2,756$69.8K0.04%-5,70813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,677$67.8K<0.01%-6913F-HRTimelineGroup
Smartleaf Asset Management LLC2,323$58.9K0.01%+33513F-HRTimeline
PRIVATE TRUST CO NA2,269$57.4K0.01%-81013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,240$56.7K<0.01%013F-HRTimelineGroup
Winch Advisory Services, LLC1,914$48.4K0.01%+1213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,217$30.8K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.1,150$29.1K0.02%+19013F-HRTimeline
ADIRONDACK TRUST CO1,131$28.6K0.01%013F-HRTimeline
Blue Trust, Inc.1,071$27.1K<0.01%new13F-HR/ATimeline
Realta Investment Advisors1,040$26.3K0.01%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC983$24.9K0.01%new13F-HRTimeline
AE Wealth Management LLC952$24.1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.951$24.1K<0.01%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.843$21.3K0.02%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC700$17.7K<0.01%013F-HRTimeline
Tidemark, LLC627$15.9K0.01%-89713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding627$15.9K-206Timeline
Ruedi Wealth Management, Inc.602$15.2K<0.01%013F-HRTimeline
Covestor Ltd589$15K0.01%+1913F-HRTimeline
Pineridge Advisors LLC478$12.1K<0.01%-16013F-HRTimeline
Fourth Dimension Wealth, LLC450$11.4K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.446$11.3K<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC403$10.2K<0.01%new13F-HRTimeline
Kiely Wealth Advisory Group, Inc.393$10.1K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC350$8.87K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…327$8.32K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC310$7.85K<0.01%013F-HRTimeline
Global Financial Private Client, LLC305$7.72K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC300$7.59K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.263$6.66K<0.01%13F-HRTimeline
BLAIR WILLIAM & CO/IL242$6.12K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC235$5.95K<0.01%013F-HRTimeline
Sound Income Strategies, LLC234$5.92K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.231$5.85K<0.01%-713F-HRTimeline
Farther Finance Advisors, LLC205$5.19K<0.01%-2,17013F-HRTimeline
Clearstead Advisors, LLC200$5.06K<0.01%013F-HRTimeline
LEE DANNER & BASS INC200$5.06K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB196$4.96K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources186$4.71K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd175$4.43K<0.01%013F-HRTimeline
WASHINGTON TRUST Co170$4.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…160$4.05K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC131$3.46K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management109$2.76K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC107$2.71K<0.01%-10713F-HRTimeline
Washington Trust Advisors, Inc.107$2.71K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…100$2.53K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.100$2.53K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.88$2.23K<0.01%013F-HRTimeline