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Disclosery

SPIP SPDR SERIES TRUST

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PORTFLI TIPS ETF (fund)

215 managers (216 13F filers) reported a position in SPIP shares at 2025-06-30, 25,986,802 shares in all. 17 filers opened a position and 25 filers sold out during the quarter.

Managers
215
13F filers
216
New
17
Added
70
Reduced
79
Sold out
25
Shares held by filers
25,986,802

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
STATE STREET CORPin group STATE STREET CORP3,783,799$98.6M<0.01%+2,022,69613F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding3,236,184$84.3M-108,699Timeline
CWM, LLCin group CWM, LLC3,028,405$78.9M0.28%+290,39613F-HRTimelineGroup
LPL Financial LLC1,404,112$36.6M0.01%+31,46713F-HRTimeline
3EDGE Asset Management, LP1,278,493$33.2M2.07%-100,55713F-HRTimeline
Pure Financial Advisors, LLC1,077,645$28.1M0.49%-23,38213F-HRTimeline
Cannon Financial Strategists, Inc.903,222$23.5M3.72%+88,48113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC867,475$22.6M0.04%-32,04813F-HRTimelineGroup
Stadion Money Management, LLC679,548$17.6M1.45%-29,92713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/666,538$17.4M<0.01%-14,99013F-HRTimelineGroup
Hughes Financial Services, LLC630,836$16.5M2.83%+36,25513F-HRTimeline
Willow Creek Wealth Management Inc.609,523$15.9M1.43%+6,15513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY593,357$15.5M<0.01%+47,87213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC426,472$11.1M<0.01%+77,42313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN361,817$9.43M<0.01%+82,45813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC313,481$8.17M0.01%+282,71013F-HRTimelineGroup
ERn Financial, LLC261,195$6.81M1.44%+26,09713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA251,083$6.54M0.02%-26,68213F-HRTimelineGroup
Aquire Wealth Advisors, LLC248,705$6.48M1.74%+35,14213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…218,859$5.7M0.13%-80,62813F-HRTimelineGroup
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.193,169$5.03M0.93%-103,24213F-HRTimeline
IFG Advisory, LLC171,831$4.48M0.22%+10,50813F-HRTimeline
Cetera Investment Advisers166,920$4.35M0.01%+87,24713F-HRTimeline
SeaBridge Investment Advisors LLC161,586$4.21M0.78%+37,05713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.154,230$4.02M0.05%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC153,522$4M<0.01%-11,26913F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC145,800$3.8M0.26%+1,83213F-HRTimeline
Verde Capital Management122,507$3.19M0.79%+15,18313F-HRTimeline
Private Advisor Group, LLC122,445$3.19M0.02%+3,96613F-HRTimeline
Financial Engines Advisors L.L.C.120,175$3.13M0.01%-3,33313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP118,842$3.1M<0.01%-6,33513F-HRTimelineGroup
Garde Capital, Inc.115,206$3M0.16%+1,94713F-HRTimeline
Greenline Partners, LLC109,394$2.85M0.38%-6,11413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp101,683$2.65M<0.01%-14,10313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC99,673$2.6M<0.01%+34,57313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …99,351$2.59M0.06%-11913F-HRTimelineGroup
Integrity Wealth Solutions LLC97,446$2.54M1.24%+35913F-HRTimeline
Note Advisors, LLC96,573$2.52M1.74%+3,36813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK87,423$2.3M0.21%013F-HRTimeline
Allen Capital Group, LLC87,074$2.27M0.24%+4313F-HRTimeline
FLOW TRADERS U.S. LLC86,587$2.26M0.08%+8,67213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC84,481$2.2M0.16%-8,23913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC79,235$2.06M0.09%-1,74713F-HRTimelineGroup
Rinkey Investments77,011$2.01M0.6%-2,55413F-HRTimeline
SigFig Wealth Management, LLC66,724$1.73M0.06%-3,13113F-HRTimeline
Continuum Advisory, LLC65,744$1.71M0.21%+20013F-HRTimeline
ALTFEST L J & CO INC61,824$1.61M0.19%+4,88313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,599$1.53M<0.01%-21,68513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,143$1.46M<0.01%+2,36713F-HR/ATimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC53,250$1.39M0.15%013F-HRTimeline
MML INVESTORS SERVICES, LLC51,771$1.35M<0.01%-26913F-HRTimeline
Geneos Wealth Management Inc.49,839$1.3M0.03%-74,40613F-HRTimeline
Mariner, LLCin group Mariner, LLC48,253$1.26M<0.01%-17913F-HRTimelineGroup
Jacobi Capital Management LLC46,905$1.22M0.08%+6,11013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,378$1.18M<0.01%+1,44713F-HR/ATimelineGroup
GTS SECURITIES LLC43,542$1.13M0.05%new13F-HRTimeline
City State Bank42,675$1.11M0.35%013F-HRTimeline
Foundations Investment Advisors, LLC40,304$1.05M0.02%+16,47813F-HRTimeline
Leading Edge Financial Planning LLC39,416$1.03M0.29%+6,02413F-HRTimeline
Busey Bank39,017$1.02M0.03%-6,51713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…38,645$1.01M0.03%-37613F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…38,101$993K0.04%-45013F-HRTimelineGroup
Wealth Advisory Solutions, LLC37,509$977K0.25%-17213F-HRTimeline
Treasure Coast Financial Planning37,139$968K0.56%+71113F-HRTimeline
Southland Equity Partners LLC36,860$961K0.21%-9013F-HRTimeline
Global View Capital Management LLC35,586$927K0.3%-1,86113F-HRTimeline
COMERICA BANK34,774$906K<0.01%+4,96513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC33,580$875K<0.01%-1,95313F-HRTimelineGroup
Resonant Capital Advisors, LLC32,471$846K0.05%-5,90013F-HRTimeline
UBS Group AGin group UBS Group AG31,735$827K<0.01%-18,94413F-HRTimelineGroup
Advisors Asset Management, Inc.31,500$821K0.01%+1,58813F-HR/ATimeline
Modera Wealth Management, LLC31,041$809K0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,998$808K<0.01%+413F-HRTimelineGroup
Janney Montgomery Scott LLC30,222$788K<0.01%-42,65113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,575$771K<0.01%+1,35813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC29,230$762K0.74%-1,91613F-HRTimeline
Cambridge Investment Research Advisors,…28,926$754K<0.01%-7,53813F-HRTimeline
BIP Wealth, LLC27,485$716K0.04%-7,40713F-HRTimeline
Auour Investments LLC25,383$661K0.23%+12213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,544$614K0.17%-13,87013F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT22,466$585K0.07%013F-HRTimeline
Larson Financial Group LLC22,195$578K0.02%-1,13913F-HRTimeline
Creative Planningin group Creative Planning22,122$577K<0.01%+79313F-HRTimelineGroup
OneDigital Investment Advisors LLC20,304$529K0.01%+2,12513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV19,735$514K0.1%013F-HRTimeline
Ridgewood Investments LLC19,431$506K0.22%-98613F-HRTimeline
KWB Wealth18,986$501K0.06%+1,52813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,627$485K<0.01%new13F-HRTimeline
Vise Technologies, Inc.18,470$481K0.02%13F-HRTimeline
Post Resch Tallon Group Inc.17,953$468K0.45%-7513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…17,652$460K0.03%+15113F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,589$432K0.01%013F-HRTimeline
HRT FINANCIAL LP16,599$432K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,309$422K<0.01%-7,69713F-HRTimeline
Global Retirement Partners, LLC15,942$415K0.01%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,239$397K<0.01%-1,27513F-HRTimelineGroup
Good Life Advisors, LLC14,869$387K0.02%+1,25513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth14,671$382K0.01%+18513F-HRTimelineGroup
Collaborative Wealth Managment Inc.14,663$382K0.17%-3,75113F-HRTimeline
AMERIFLEX GROUP, INC.13,787$359K0.19%-18,85913F-HRTimeline
Valtinson Bruner Financial Planning LLC13,676$356K0.11%-3,42913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,556$353K<0.01%-53413F-HR/ATimelineGroup
Benchmark Wealth Management, LLC13,440$350K0.16%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,376$349K<0.01%+1,35313F-HRTimelineGroup
Keystone Financial Group13,272$346K0.03%-3,14413F-HRTimeline
Accel Wealth Management13,152$343K0.11%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC13,112$342K0.09%+10113F-HRTimelineGroup
Barnes Wealth Management Group, Inc12,621$329K0.19%+15413F-HRTimeline
Waverly Advisors, LLC12,504$326K<0.01%-2,33313F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,125$316K0.04%-3113F-HRTimeline
Priebe Wealth Holdings LLC12,000$313K0.27%new13F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV11,700$305K0.15%013F-HRTimeline
Maridea Wealth Management LLC11,674$304K0.08%+5113F-HRTimeline
GRIES FINANCIAL LLC11,643$303K0.06%-13,40213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…11,518$300K0.01%+1,29713F-HRTimeline
Farther Finance Advisors, LLC11,170$291K0.01%-4,38713F-HRTimeline
Northwest Capital Management Inc11,115$290K0.16%-4,71813F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC10,917$284K0.1%+2,96313F-HRTimeline
Financial Strategies Group, Inc.10,856$281K0.06%+5713F-HRTimeline
Glen Eagle Advisors, LLC10,460$273K0.04%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,336$269K0.02%-41713F-HRTimeline
Cordant, Inc.9,765$254K0.12%013F-HRTimeline
HB Wealth Management, LLC9,749$254K<0.01%013F-HRTimeline
CoreCap Advisors, LLC9,613$251K0.01%-21513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.9,548$249K<0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
NORTHWEST WEALTH MANAGEMENT, LLC9,407$245K0.04%+18613F-HRTimeline
McAdam, LLC9,221$240K0.01%-1,43113F-HRTimeline
Detalus Advisors, LLC9,203$240K0.07%-40513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,067$236K<0.01%-28113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,944$233K<0.01%-25813F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…8,899$232K0.03%-11113F-HRTimeline
AE Wealth Management LLC8,388$219K<0.01%+7,50913F-HRTimeline
Ellis Investment Partners, LLC8,167$213K0.04%new13F-HRTimeline
Comprehensive Money Management Services…7,987$208K0.16%-72013F-HRTimeline
Prosperity Planning, Inc.7,826$204K0.06%013F-HRTimeline
Golden State Wealth Management, LLC6,101$159K0.02%+813F-HRTimeline
MJT & Associates Financial Advisory Gro…5,666$148K0.18%013F-HR/ATimeline
S.A. Mason LLC5,240$137K0.07%013F-HRTimeline
FMR LLCin group FMR LLC5,057$132K<0.01%+4,64213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,671$122K<0.01%+47113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,619$120K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,272$111K<0.01%+5513F-HRTimelineGroup
Allworth Financial LP4,259$111K<0.01%-1,79913F-HRTimeline
Rossby Financial, LCC4,237$110K0.04%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,199$109K<0.01%-20613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,041$105K<0.01%-2,78013F-HRTimelineGroup
IFP Advisors, Inc3,448$89.9K<0.01%+3,40113F-HRTimeline
JNBA Financial Advisors3,369$87.8K0.01%-2,06613F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC3,130$81.6K0.03%+1,69213F-HRTimeline
Fairway Wealth LLC3,101$80.8K0.03%-6113F-HRTimeline
PRIVATE TRUST CO NA2,976$77.6K0.01%-9713F-HRTimeline
WealthCollab, LLC2,756$71.8K0.04%013F-HRTimeline
Smartleaf Asset Management LLC2,584$67.1K0.01%-5413F-HRTimeline
Beacon Capital Management, Inc.2,059$53.7K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,004$52.2K<0.01%-67313F-HRTimelineGroup
Winch Advisory Services, LLC1,945$50.7K0.01%+2913F-HRTimeline
Realta Investment Advisors1,748$45.6K0.02%+7713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,712$44.6K<0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC1,649$43K0.01%-1,30813F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,600$41.7K<0.01%-64013F-HRTimelineGroup
SIMPLEX TRADING, LLC1,201$31K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO1,131$29.5K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,087$28.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.945$24.6K<0.01%+313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.850$22.2K0.02%-30013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…839$21.9K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.812$21.2K<0.01%+36613F-HRTimelineGroup
Essential Partners LLC777$20.2K0.01%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC700$18.2K<0.01%013F-HRTimeline
Abound Wealth Management632$16.5K<0.01%new13F-HRTimeline
Tidemark, LLC628$16.4K0.01%+113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…627$16.3K<0.01%013F-HRTimelineGroup
Covestor Ltd598$16K0.01%-2813F-HRTimeline
HOWE & RUSLING INC610$15.9K<0.01%new13F-HRTimeline
WFA of San Diego, LLC520$13.6K0.01%13F-HRTimeline
SBI Securities Co., Ltd.379$9.88K<0.01%+11613F-HRTimeline
Frazier Financial Advisors, LLC350$9.12K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO323$8.42K<0.01%-4813F-HRTimelineGroup
Pineridge Advisors LLC316$8.22K<0.01%-1113F-HRTimeline
Aptus Capital Advisors, LLC310$8.08K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC300$7.82K<0.01%013F-HRTimeline
Dunhill Financial, LLC249$6.49K<0.01%013F-HRTimeline
NewEdge Advisors, LLC245$6.38K<0.01%-14,58513F-HRTimeline
BLAIR WILLIAM & CO/IL242$6.31K<0.01%-7313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC235$6.12K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.234$6.1K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.200$5K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources186$4.85K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd175$4.56K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…170$4.43K<0.01%-7413F-HRTimeline
Medallion Wealth Advisors, LLC131$3.41K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC130$3.39K<0.01%+12013F-HRTimelineGroup
Blue Trust, Inc.105$2.74K<0.01%-1,08313F-HRTimeline
Graney & King, LLC89$2.33K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.88$2.23K<0.01%-13213F-HRTimeline
Investors Research Corp84$2.19K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC80$2.08K<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…69$1.8K<0.01%013F-HRTimelineGroup
MAI Capital Management66$1.72K<0.01%013F-HRTimeline
Robinswood Financial LLC65$1.72K<0.01%013F-HRTimeline