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Disclosery

SPIP SPDR SERIES TRUST

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PORTFLI TIPS ETF (fund)

220 managers (221 13F filers) reported a position in SPIP shares at 2025-03-31, 23,764,393 shares in all. 20 filers opened a position and 18 filers sold out during the quarter.

Managers
220
13F filers
221
New
20
Added
55
Reduced
90
Sold out
18
Shares held by filers
23,764,393

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding3,344,883$88.2M-159,328Timeline
CWM, LLCin group CWM, LLC2,738,009$72.2M0.29%+2,706,72613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,761,103$46.5M<0.01%-90,17013F-HRTimelineGroup
3EDGE Asset Management, LP1,379,050$36.2M2.46%+596,10513F-HRTimeline
LPL Financial LLC1,372,645$36.2M0.01%-176,36213F-HRTimeline
Pure Financial Advisors, LLC1,101,027$29M0.61%-43,95613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC899,523$23.7M0.05%+3,57813F-HRTimelineGroup
Cannon Financial Strategists, Inc.814,741$21.5M3.69%+42,45013F-HRTimeline
Stadion Money Management, LLC709,475$18.7M1.87%-50,04613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/681,528$18M<0.01%-499,82613F-HRTimelineGroup
Willow Creek Wealth Management Inc.603,368$15.9M1.55%+3,07813F-HRTimeline
Hughes Financial Services, LLC594,581$15.6M3.05%+24,63513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY545,485$14.4M<0.01%+117,51513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC349,049$9.21M<0.01%-16,60113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…299,487$7.9M0.17%-33,81613F-HRTimelineGroup
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.296,411$7.82M1.6%-6,69913F-HRTimeline
ACT Advisors, LLC.288,973$7.62M4.14%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN279,359$7.37M<0.01%-7,19413F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA277,765$7.33M0.02%+124,20513F-HRTimelineGroup
ERn Financial, LLC235,098$6.2M0.98%+4,35613F-HRTimeline
Aquire Wealth Advisors, LLC213,563$5.63M1.73%-1,85513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC164,791$4.35M<0.01%-39,23513F-HRTimelineGroup
IFG Advisory, LLC161,323$4.26M0.24%+10,80713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC143,968$3.8M0.27%+27,39313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP125,177$3.3M0.01%-12,32213F-HRTimelineGroup
SeaBridge Investment Advisors LLC124,529$3.29M0.71%+21,92213F-HRTimeline
Geneos Wealth Management Inc.124,245$3.28M0.05%+61,10613F-HRTimeline
Financial Engines Advisors L.L.C.123,508$3.26M0.01%+9,39213F-HRTimeline
Private Advisor Group, LLC118,479$3.13M0.02%+7,01413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp115,786$3.05M<0.01%-2,07713F-HRTimelineGroup
Greenline Partners, LLC115,508$3.05M0.47%-210,71713F-HRTimeline
Garde Capital, Inc.113,259$2.99M0.17%new13F-HRTimeline
Verde Capital Management107,324$2.83M0.81%-1,05113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …99,470$2.62M0.07%+77313F-HRTimelineGroup
Integrity Wealth Solutions LLC97,087$2.56M1.39%-5,68413F-HRTimeline
Note Advisors, LLC93,205$2.46M2.03%-5,23313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC92,720$2.45M0.19%-5,01613F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK87,423$2.3M0.21%013F-HRTimeline
Allen Capital Group, LLC87,031$2.3M0.26%-4,48813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC80,982$2.14M0.1%-22,79413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC80,284$2.12M<0.01%+58,40613F-HR/ATimelineGroup
Cetera Investment Advisers79,673$2.1M<0.01%+2,02913F-HRTimeline
Rinkey Investments79,565$2.1M0.66%-9,26613F-HRTimeline
FLOW TRADERS U.S. LLC77,915$2.06M0.09%-58,69213F-HRTimeline
SigFig Wealth Management, LLC69,855$1.93M0.07%-3,68213F-HRTimeline
Janney Montgomery Scott LLC72,873$1.92M0.01%-87,13713F-HRTimeline
Continuum Advisory, LLC65,544$1.73M0.22%+2,86213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC65,100$1.72M<0.01%-3,76813F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,743$1.58M<0.01%+45,67913F-HRTimelineGroup
ALTFEST L J & CO INC56,941$1.5M0.19%+37,49513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA53,776$1.42M<0.01%-41,16713F-HR/ATimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC53,250$1.4M0.14%+6,50113F-HRTimeline
MML INVESTORS SERVICES, LLC52,040$1.37M<0.01%-3,12513F-HRTimeline
UBS Group AGin group UBS Group AG50,679$1.34M<0.01%+3,52813F-HRTimelineGroup
EHRLICH FINANCIAL GROUP49,692$1.31M0.96%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC48,432$1.28M<0.01%-11,21913F-HRTimelineGroup
Busey Bank45,534$1.2M0.04%-1,50713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,931$1.16M<0.01%-14,45413F-HRTimelineGroup
City State Bank42,675$1.13M0.37%013F-HRTimeline
Jacobi Capital Management LLC40,795$1.08M0.08%+88013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…39,021$1.03M0.03%-79513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…38,551$1.02M0.04%+2,50013F-HRTimelineGroup
Resonant Capital Advisors, LLC38,371$1.01M0.07%-9713F-HRTimeline
Wealth Advisory Solutions, LLC37,681$994K0.26%-2,79413F-HRTimeline
Global View Capital Management LLC37,447$988K0.36%-6,91713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC37,414$987K0.25%-26,80213F-HRTimelineGroup
Southland Equity Partners LLC36,950$975K0.23%-5413F-HRTimeline
Cambridge Investment Research Advisors,…36,464$962K<0.01%-3,33713F-HRTimeline
Treasure Coast Financial Planning36,428$961K0.6%-4,79813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,533$937K<0.01%-7,10713F-HRTimelineGroup
BIP Wealth, LLC34,892$920K0.06%-4,63413F-HRTimeline
Leading Edge Financial Planning LLC33,392$881K0.28%+16113F-HRTimeline
AMERIFLEX GROUP, INC.32,646$861K0.35%-48813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC31,146$822K0.87%+25613F-HRTimeline
Modera Wealth Management, LLC31,041$819K0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,994$818K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,771$812K<0.01%+12813F-HRTimelineGroup
Advisors Asset Management, Inc.29,912$789K0.01%+2,83113F-HR/ATimeline
COMERICA BANK29,809$786K<0.01%-23713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,217$744K<0.01%-4,26213F-HRTimeline
Auour Investments LLC25,261$662K0.24%-56613F-HRTimeline
GRIES FINANCIAL LLC25,045$661K0.13%-101,08313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,006$633K<0.01%-4,69313F-HRTimeline
Foundations Investment Advisors, LLC23,826$629K0.01%+1,94013F-HRTimeline
Larson Financial Group LLC23,334$616K0.03%+2,49713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT22,466$593K0.07%013F-HRTimeline
Creative Planningin group Creative Planning21,329$563K<0.01%-1,03313F-HRTimelineGroup
Ridgewood Investments LLC20,417$539K0.25%-55113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV19,735$521K0.11%013F-HRTimeline
Collaborative Wealth Managment Inc.18,414$486K0.23%-6,22413F-HRTimeline
OneDigital Investment Advisors LLC18,179$480K0.01%-68013F-HRTimeline
Post Resch Tallon Group Inc.18,028$473K0.48%-1,00713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…17,501$462K0.04%+4,60713F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC17,105$451K0.15%-1,33413F-HRTimeline
HighTower Advisors, LLC16,917$446K<0.01%-59313F-HRTimeline
Prentice Wealth Management LLC16,849$444K0.13%-327,30813F-HRTimeline
KWB Wealth17,458$442K0.05%-89913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,589$438K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,514$436K<0.01%-1,71713F-HRTimelineGroup
Keystone Financial Group16,416$433K0.04%-1,00913F-HRTimeline
Northwest Capital Management Inc15,833$418K0.17%-5,94013F-HRTimeline
Farther Finance Advisors, LLC15,557$407K0.01%+15,35213F-HRTimeline
Waverly Advisors, LLC14,837$391K<0.01%-21013F-HRTimeline
NewEdge Advisors, LLC14,830$391K<0.01%-2,49313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth14,486$382K0.01%+1,80713F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC14,090$372K<0.01%-79313F-HR/ATimelineGroup
Good Life Advisors, LLC13,614$359K0.03%-2,27313F-HRTimeline
Benchmark Wealth Management, LLC13,440$355K0.17%013F-HRTimeline
Accel Wealth Management13,152$347K0.13%-47013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC13,011$343K0.09%-6,45613F-HRTimelineGroup
Barnes Wealth Management Group, Inc12,467$329K0.21%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,156$321K0.04%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…12,023$317K<0.01%+2,00013F-HRTimelineGroup
LYNX CAPITAL GROUP LTD /ADV11,700$309K0.16%-20013F-HRTimeline
Maridea Wealth Management LLC11,623$307K0.1%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,753$282K0.03%-54713F-HR/ATimeline
McAdam, LLC10,652$281K0.02%-2,73613F-HRTimeline
Financial Strategies Group, Inc.10,799$277K0.07%-2913F-HRTimeline
Glen Eagle Advisors, LLC10,460$276K0.05%-1,04313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,221$270K0.01%+98013F-HRTimeline
Betterment LLC9,988$263K<0.01%new13F-HRTimeline
NWAM LLC9,911$261K0.02%+16013F-HRTimeline
CoreCap Advisors, LLC9,828$259K0.01%-2,73813F-HRTimeline
Cordant, Inc.9,765$258K0.13%013F-HRTimeline
HB Wealth Management, LLC9,749$257K<0.01%+19313F-HRTimeline
Detalus Advisors, LLC9,608$253K0.08%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.9,548$252K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,348$246K<0.01%+3,25813F-HR/ATimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC9,221$243K0.05%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,202$243K<0.01%-2,16113F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…9,010$238K0.03%-20913F-HRTimeline
Efficient Advisors, LLC9,009$238K0.02%-3,34513F-HR/ATimeline
Insight Advisors, LLC/ PA8,872$234K0.04%-2,28413F-HRTimeline
Comprehensive Money Management Services…8,707$230K0.19%-33713F-HRTimeline
Braun-Bostich & Associates Inc.8,634$228K0.17%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,284$219K0.08%-38413F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC7,954$210K0.08%new13F-HRTimeline
Prosperity Planning, Inc.7,826$206K0.06%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …7,772$205K0.01%-14013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,821$180K<0.01%-2,95213F-HRTimelineGroup
Golden State Wealth Management, LLC6,093$161K0.02%+31313F-HR/ATimeline
Allworth Financial LP6,058$158K<0.01%-2,14713F-HRTimeline
MJT & Associates Financial Advisory Gro…5,666$149K0.14%13F-HRTimeline
JNBA Financial Advisors5,435$143K0.01%013F-HRTimeline
S.A. Mason LLC5,240$138K0.07%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,619$122K<0.01%-29113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC4,405$116K<0.01%-1,37813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,217$111K<0.01%+5413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,200$111K<0.01%+19713F-HRTimelineGroup
Rossby Financial, LCC4,237$110K0.05%new13F-HRTimeline
Provenance Wealth Advisors, LLC4,000$106K0.02%013F-HRTimeline
Fairway Wealth LLC3,162$83.4K0.03%013F-HRTimeline
PRIVATE TRUST CO NA3,073$81.1K0.01%+80413F-HRTimeline
Princeton Global Asset Management LLC2,957$78K0.02%-49813F-HRTimeline
WealthCollab, LLC2,756$72.7K0.05%013F-HRTimeline
Smartleaf Asset Management LLC2,638$69.3K0.01%+31513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,677$67.8K<0.01%013F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,240$59.1K<0.01%013F-HRTimelineGroup
Winch Advisory Services, LLC1,916$50.5K0.01%+213F-HRTimeline
Sandy Spring Bank1,686$44.5K<0.01%new13F-HRTimeline
Realta Investment Advisors1,671$44.1K0.02%+63113F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC1,438$37.9K0.02%+45513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,217$32.1K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.1,188$31.3K<0.01%+11713F-HRTimeline
1620 INVESTMENT ADVISORS, INC.1,150$30.3K0.02%013F-HRTimeline
ADIRONDACK TRUST CO1,131$29.8K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,087$28.7K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.942$24.8K<0.01%-913F-HRTimeline
AE Wealth Management LLC879$23.2K<0.01%-7313F-HRTimeline
CARDIFF PARK ADVISORS, LLC700$18.5K<0.01%013F-HRTimeline
Covestor Ltd626$17K0.01%+3713F-HRTimeline
Tidemark, LLC627$16.6K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…627$16.4K0.01%013F-HRTimelineGroup
Ruedi Wealth Management, Inc.602$15.9K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.446$11.5K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC415$11K<0.01%new13F-HRTimelineGroup
Hexagon Capital Partners LLC402$10.6K<0.01%-113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO371$9.79K<0.01%-13,87213F-HRTimelineGroup
Frazier Financial Advisors, LLC350$9.23K0.01%013F-HRTimeline
Pineridge Advisors LLC327$8.64K<0.01%-15113F-HRTimeline
BLAIR WILLIAM & CO/IL315$8.31K<0.01%+7313F-HRTimeline
Aptus Capital Advisors, LLC310$8.18K<0.01%013F-HRTimeline
Global Financial Private Client, LLC305$8.05K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC300$7.91K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.263$6.94K<0.01%013F-HRTimeline
Dunhill Financial, LLC249$6.57K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…244$6.44K<0.01%+17013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC235$6.2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.233$6.15K<0.01%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC230$6.07K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.220$5.8K<0.01%+13213F-HRTimeline
Clearstead Advisors, LLC200$5.28K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources186$4.91K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd175$4.62K<0.01%013F-HRTimeline
WASHINGTON TRUST Co170$4.49K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC131$3.46K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management109$2.88K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC107$2.82K<0.01%013F-HRTimeline
Graney & King, LLC88$2.32K<0.01%013F-HRTimeline
NorthRock Partners, LLC84$2.22K<0.01%013F-HRTimeline