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Disclosery

SPIP SPDR SERIES TRUST

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PORTFLI TIPS ETF (fund)

211 managers (213 13F filers) reported a position in SPIP shares at 2025-12-31, 24,957,552 shares in all. 20 filers opened a position and 15 filers sold out during the quarter.

Managers
211
13F filers
213
New
20
Added
64
Reduced
78
Sold out
15
Shares held by filers
24,957,552

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CWM, LLCin group CWM, LLC4,085,211$106M0.29%+543,94013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP3,740,955$97.1M<0.01%-35,11113F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding3,051,902$79.2M-85,747Timeline
3EDGE Asset Management, LP1,185,670$30.8M1.6%-91,54213F-HRTimeline
Pure Financial Advisors, LLC1,060,628$27.5M0.41%-9,98313F-HRTimeline
Cannon Financial Strategists, Inc.1,048,771$27.2M3.78%+47,03613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC836,120$21.7M0.03%-2,23813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/814,491$21.1M<0.01%+157,34013F-HRTimelineGroup
LPL Financial LLC719,081$18.7M0.01%-714,45413F-HRTimeline
Hughes Financial Services, LLC715,589$18.6M2.92%+62,93013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY543,864$14.1M<0.01%-19,38313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC414,406$10.8M<0.01%-12,39213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC349,341$9.07M<0.01%+99,57213F-HR/ATimelineGroup
ERn Financial, LLC345,832$8.97M1.69%+35,43313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN333,013$8.64M<0.01%-15,22213F-HRTimelineGroup
SeaBridge Investment Advisors LLC281,206$7.3M1.2%-14,17913F-HRTimeline
Aquire Wealth Advisors, LLC235,154$6.1M1.59%-18,03613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…212,723$5.52M0.11%-3,31713F-HRTimelineGroup
IFG Advisory, LLC202,235$5.25M0.23%+11,65413F-HRTimeline
Procyon Advisors, LLC191,792$4.98M0.25%-1,24713F-HRTimeline
Cetera Investment Advisers172,547$4.48M<0.01%+3,77313F-HRTimeline
FLOW TRADERS U.S. LLC166,545$4.32M0.14%+73,82413F-HRTimeline
Financial Engines Advisors L.L.C.165,443$4.29M0.01%+12,66913F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC161,800$4.2M0.26%+6,05113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC146,126$3.79M0.18%+16,40113F-HRTimeline
Private Advisor Group, LLC145,507$3.78M0.02%+23,88513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp126,961$3.29M<0.01%+25,30413F-HRTimelineGroup
Garde Capital, Inc.122,837$3.19M0.19%+1,91413F-HRTimeline
Verde Capital Management120,824$3.14M0.67%+7,55513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC111,365$2.89M<0.01%-1,40413F-HRTimelineGroup
Note Advisors, LLC108,395$2.82M1.45%+6,44413F-HRTimeline
Integrity Wealth Solutions LLC102,290$2.65M1.05%+1,35413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …99,879$2.59M0.05%-22313F-HRTimelineGroup
Allen Capital Group, LLC89,758$2.33M0.21%+2,25013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP89,293$2.32M<0.01%-25,13713F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK87,423$2.3M0.21%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA86,692$2.25M0.01%-194,02113F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC77,342$2.01M0.13%-2,20013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC75,358$1.96M0.08%-1,96413F-HRTimelineGroup
Continuum Advisory, LLC71,341$1.85M0.19%+4,11113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71,296$1.85M<0.01%+45,99613F-HRTimelineGroup
Rinkey Investments70,492$1.83M0.46%-74213F-HRTimeline
ALTFEST L J & CO INC68,307$1.77M0.19%-9813F-HRTimeline
SigFig Wealth Management, LLC61,643$1.6M0.05%-2,87013F-HRTimeline
Jacobi Capital Management LLC59,483$1.54M0.09%+3,25713F-HRTimeline
AE Wealth Management LLC58,878$1.53M0.01%+8,23913F-HRTimeline
Foundations Investment Advisors, LLC58,823$1.53M0.02%+10,59513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…55,946$1.45M0.05%+3,34613F-HRTimeline
Mariner, LLCin group Mariner, LLC48,364$1.26M<0.01%-44313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,571$1.18M<0.01%-4,09013F-HRTimelineGroup
Leading Edge Financial Planning LLC44,103$1.14M0.26%+5,68213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,759$1.14M<0.01%-1,11513F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC42,794$1.11M0.11%-10,45713F-HRTimeline
City State Bank41,765$1.08M0.3%-60013F-HRTimeline
MML INVESTORS SERVICES, LLC41,610$1.08M<0.01%-4,68613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…41,484$1.08M0.03%+3,05113F-HRTimelineGroup
Global View Capital Management LLC40,452$1.05M0.2%+1,87913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,994$995K<0.01%+32313F-HRTimelineGroup
Geneos Wealth Management Inc.37,786$981K0.02%-9,74913F-HRTimeline
Wealth Advisory Solutions, LLC37,290$968K0.23%+3213F-HRTimeline
COMERICA BANK36,659$951K<0.01%-16113F-HRTimeline
Busey Bank35,347$917K0.02%-15213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…34,938$907K0.03%-49213F-HRTimelineGroup
Treasure Coast Financial Planning33,649$873K0.46%+98713F-HRTimeline
Sanctuary Advisors, LLC33,415$867K<0.01%+25,77213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,891$828K<0.01%-116,28513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC30,998$816K<0.01%013F-HRTimelineGroup
Modera Wealth Management, LLC30,477$791K0.01%-56413F-HRTimeline
Cambridge Investment Research Advisors,…29,752$772K<0.01%+90913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29,253$759K0.02%new13F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC29,160$757K0.68%-10613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,805$747K0.01%new13F-HRTimelineGroup
Auour Investments LLC26,047$676K0.22%+25413F-HRTimeline
Amicus Financial Advisors, LLC25,177$653K0.18%13F-HRTimeline
KWB Wealth24,703$641K0.06%+4,85413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC24,335$631K0.21%+5,89913F-HRTimelineGroup
BIP Wealth, LLC24,065$624K0.02%-1,31313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT22,466$583K0.06%013F-HRTimeline
Creative Planningin group Creative Planning21,833$567K<0.01%+18013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,471$557K<0.01%013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding21,395$555K-2,724Timeline
MERCER GLOBAL ADVISORS INC /ADV19,512$506K<0.01%+2,52713F-HRTimeline
Advisors Asset Management, Inc.19,507$506K0.01%-7,33913F-HR/ATimeline
OneDigital Investment Advisors LLC18,537$481K<0.01%-6813F-HRTimeline
Janney Montgomery Scott LLC18,333$476K<0.01%-2,63013F-HRTimeline
Post Resch Tallon Group Inc.18,303$475K0.4%+5013F-HRTimeline
Vise Technologies, Inc.18,081$469K0.01%+2,63913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,688$459K<0.01%-4,47113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…16,731$434K<0.01%+1,49313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,589$430K0.01%013F-HRTimeline
Farther Finance Advisors, LLC16,194$420K<0.01%+5,77513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,277$371K<0.01%+50213F-HRTimeline
Valtinson Bruner Financial Planning LLC13,501$350K0.1%-17513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…13,252$344K0.02%-74913F-HRTimelineGroup
Barnes Wealth Management Group, Inc13,034$338K0.18%+6313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,877$334K<0.01%-29313F-HRTimelineGroup
NWAM LLC12,660$330K0.02%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC12,681$329K0.09%-1213F-HRTimelineGroup
Global Retirement Partners, LLC12,307$319K0.01%-54913F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,125$315K0.03%013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV11,700$304K0.14%013F-HRTimeline
Maridea Wealth Management LLC11,514$299K0.04%013F-HRTimeline
Financial Strategies Group, Inc.10,933$284K0.05%013F-HRTimeline
Larson Financial Group LLC10,949$284K0.01%-3,73013F-HRTimeline
Collaborative Wealth Managment Inc.10,838$281K0.1%-2,23313F-HRTimeline
Keystone Financial Group10,410$270K0.02%-1,70713F-HRTimeline
Detalus Advisors, LLC10,122$263K0.06%-3113F-HRTimeline
Cordant, Inc.9,814$255K0.11%+4913F-HRTimeline
Gunpowder Capital Management, LLC dba O…9,805$254K0.2%13F-HRTimeline
Accel Wealth Management9,718$252K0.07%-87313F-HRTimeline
HB Wealth Management, LLC9,685$251K<0.01%+12913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,598$249K<0.01%-2,26413F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.9,548$248K<0.01%013F-HRTimelineGroup
Southland Equity Partners LLC9,235$240K0.05%-6,51713F-HRTimeline
Ballast Rock Private Wealth LLC9,205$239K0.15%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,964$233K0.02%-1,37413F-HRTimeline
TrueWealth Financial Partners8,840$229K0.19%new13F-HRTimeline
True Blue Financial, LLC8,840$229K0.19%13F-HRTimeline
GTS SECURITIES LLC8,584$223K0.01%new13F-HRTimeline
McAdam, LLC8,478$220K0.01%-40313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,146$211K<0.01%-61913F-HRTimelineGroup
Ellis Investment Partners, LLC8,096$210K0.04%+12013F-HRTimeline
CoreCap Advisors, LLC8,006$208K0.01%-56913F-HRTimeline
Resonant Capital Advisors, LLC7,997$208K0.01%-4,16713F-HRTimeline
Prosperity Planning, Inc.7,826$203K0.05%013F-HRTimeline
Comprehensive Money Management Services…7,727$201K0.14%013F-HRTimeline
SageView Advisory Group, LLC7,632$198K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC7,435$193K0.02%+1,23113F-HRTimeline
Glen Eagle Advisors, LLC6,849$178K0.02%-3,49113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC6,335$164K0.13%13F-HRTimeline
ORG Partners LLC5,586$145K0.03%+24213F-HRTimeline
S.A. Mason LLC5,240$136K0.05%013F-HRTimeline
Rossby Financial, LCC4,213$109K0.03%-2413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,118$107K<0.01%013F-HR/ATimelineGroup
NFSG Corp4,097$106K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,045$105K<0.01%-62313F-HRTimelineGroup
Allworth Financial LP3,945$102K<0.01%-62713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,862$100K<0.01%-16013F-HRTimeline
Smartleaf Asset Management LLC3,711$96.5K<0.01%013F-HRTimeline
JNBA Financial Advisors3,369$87.4K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,069$79.6K<0.01%-69713F-HR/ATimelineGroup
PRIVATE TRUST CO NA3,037$78.8K0.01%013F-HRTimeline
WealthCollab, LLC2,754$71.5K0.03%-213F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC2,734$70.9K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,607$67.7K<0.01%+14413F-HRTimelineGroup
Fairway Wealth LLC2,273$59K0.02%+14013F-HRTimeline
Qube Research & Technologies Ltd2,113$54.8K<0.01%+1,93813F-HRTimeline
FMR LLCin group FMR LLC2,051$53.2K<0.01%+99913F-HRTimelineGroup
Winch Advisory Services, LLC1,993$51.7K0.01%+2613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,917$49.7K<0.01%-2,40613F-HRTimelineGroup
Realta Investment Advisors1,702$44.2K0.01%+6413F-HRTimeline
Princeton Global Asset Management LLC1,649$42.8K0.01%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,600$41.5K<0.01%013F-HRTimelineGroup
Northwest Capital Management Inc1,476$38.3K0.17%-3,51613F-HRTimeline
MONTAG A & ASSOCIATES INC1,087$28.2K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.934$24.2K<0.01%-413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.850$22.1K0.01%013F-HRTimeline
Sound Income Strategies, LLC721$18.7K<0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC700$18.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.654$17K<0.01%-4513F-HRTimeline
SBI Securities Co., Ltd.650$16.9K<0.01%+28613F-HRTimeline
Essential Partners LLC647$16.8K0.01%013F-HRTimeline
Tidemark, LLC608$15.8K<0.01%-2013F-HRTimeline
Covestor Ltd590$15K0.01%+3613F-HRTimeline
Capital Investment Advisory Services, L…546$14.2K<0.01%013F-HRTimeline
Strategic Advocates LLC538$14K<0.01%013F-HRTimeline
WFA of San Diego, LLC520$13.5K0.01%013F-HRTimeline
IFP Advisors, Inc482$12.5K<0.01%+43513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.447$11.6K<0.01%-92813F-HRTimelineGroup
AMERIFLEX GROUP, INC.381$9.88K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC352$9.13K<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC350$9.08K0.01%013F-HRTimeline
Deane Retirement Strategies, Inc.326$8.46K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…312$8.09K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…311$8.07K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC310$8.04K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC300$7.79K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.284$7.38K<0.01%+413F-HRTimeline
Cape Investment Advisory, Inc.251$6.51K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC245$6.36K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL242$6.28K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC235$6.1K<0.01%-6413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC199$5.16K<0.01%-61713F-HRTimeline
Triumph Capital Management192$4.98K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC172$4.46K<0.01%new13F-HRTimeline
MAI Capital Management152$3.95K<0.01%+8613F-HRTimeline
Medallion Wealth Advisors, LLC131$3.4K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…123$3.19K<0.01%-50413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC118$3.06K<0.01%-1213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources93$2.41K<0.01%-9313F-HRTimelineGroup
Graney & King, LLC92$2.38K<0.01%+213F-HRTimeline
Sunbelt Securities, Inc.88$2.28K<0.01%013F-HRTimeline
McIlrath & Eck, LLC85$2.21K<0.01%new13F-HRTimeline
Investors Research Corp84$2.18K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC82$2.12K<0.01%+113F-HRTimeline
Creative Capital Management Investments…75$1.95K<0.01%new13F-HRTimeline
Robinswood Financial LLC65$1.71K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.64$1.66K<0.01%new13F-HRTimeline
Parallel Advisors, LLC51$1.32K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.44$1.14K<0.01%013F-HRTimeline