Skip to content

SPIP SPDR SERIES TRUST

Follow

PORTFLI TIPS ETF (fund)

206 managers (211 13F filers) reported a position in SPIP shares at 2026-03-31, 25,546,086 shares in all. 26 filers opened a position and 24 filers sold out during the quarter.

Managers
206
13F filers
211
New
26
Added
58
Reduced
78
Sold out
24
Shares held by filers
25,546,086

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CWM, LLCin group CWM, LLC4,582,105$119M0.31%+496,89413F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP3,671,821$95.5M<0.01%-69,13413F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding2,954,335$76.8M-97,567Timeline
Cannon Financial Strategists, Inc.1,152,717$30M3.94%+103,94613F-HRTimeline
Pure Financial Advisors, LLC1,048,521$27.3M0.39%-12,10713F-HRTimeline
3EDGE Asset Management, LP888,426$23.1M1.12%-297,24413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC825,939$21.5M0.03%-10,18113F-HRTimelineGroup
LPL Financial LLC749,958$19.5M0.01%+30,87713F-HRTimeline
Hughes Financial Services, LLC749,586$19.5M3%+33,99713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/693,510$18M<0.01%-120,98113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC444,825$11.6M<0.01%+95,48413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC409,420$10.6M<0.01%-4,98613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY387,984$10.1M<0.01%-155,88013F-HRTimelineGroup
ERn Financial, LLC346,671$9.02M1.7%+83913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN336,737$8.76M<0.01%+3,72413F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC299,225$7.78M0.34%+153,09913F-HRTimeline
Private Advisor Group, LLC298,038$7.75M0.04%+152,53113F-HRTimeline
SeaBridge Investment Advisors LLC285,808$7.43M1.26%+4,60213F-HRTimeline
Aquire Wealth Advisors, LLC228,137$5.93M1.56%-7,01713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…215,794$5.61M0.15%+186,54113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…207,355$5.39M0.1%-5,36813F-HRTimelineGroup
Procyon Advisors, LLC189,325$4.92M0.24%-2,46713F-HRTimeline
Financial Engines Advisors L.L.C.184,065$4.79M0.01%+18,62213F-HRTimeline
Cetera Investment Advisers164,957$4.29M<0.01%-7,59013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC164,026$4.27M0.28%+2,22613F-HRTimeline
FLOW TRADERS U.S. LLC158,466$4.12M0.13%-8,07913F-HRTimeline
TIAAgroup of 2 filers holding139,802$3.64M+53,110Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp128,641$3.35M<0.01%+1,68013F-HRTimelineGroup
Verde Capital Management127,430$3.31M0.71%+6,60613F-HRTimeline
Garde Capital, Inc.120,897$3.14M0.19%-1,94013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO119,066$3.1M<0.01%+47,77013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC115,261$3M<0.01%+3,89613F-HRTimelineGroup
Note Advisors, LLC114,850$2.99M1.49%+6,45513F-HRTimeline
Integrity Wealth Solutions LLC107,253$2.79M1.1%+4,96313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC85,979$2.24M<0.01%+54,08813F-HRTimelineGroup
Allen Capital Group, LLC83,842$2.18M0.2%-5,91613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP83,691$2.18M<0.01%-5,60213F-HRTimelineGroup
Foundations Investment Advisors, LLC80,524$2.09M0.03%+21,70113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC75,691$1.97M0.08%+33313F-HRTimelineGroup
ALTFEST L J & CO INC75,321$1.96M0.21%+7,01413F-HRTimeline
Continuum Advisory, LLC74,110$1.93M0.18%+2,76913F-HRTimeline
Rinkey Investments72,051$1.87M0.48%+1,55913F-HRTimeline
Jacobi Capital Management LLC67,620$1.76M0.1%+8,13713F-HRTimeline
CFS Investment Advisory Services, LLC61,737$1.62M0.11%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…61,669$1.61M0.05%+5,72313F-HRTimeline
BlackDiamond Wealth Management, LLC60,121$1.56M0.75%new13F-HRTimeline
Cambridge Investment Research Advisors,…59,911$1.56M<0.01%+30,15913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC58,603$1.52M0.11%-18,73913F-HRTimeline
SigFig Wealth Management, LLC58,579$1.52M0.04%-3,06413F-HRTimeline
Mariner, LLCin group Mariner, LLC57,136$1.49M<0.01%+8,77213F-HRTimelineGroup
CULBERTSON A N & CO INC56,780$1.48M0.19%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,301$1.31M<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding49,667$1.29M+36,415Timeline
Independent Advisor Alliance47,792$1.24M0.01%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…42,907$1.12M0.03%+1,42313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,669$1.11M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,792$1.09M<0.01%-1,96713F-HRTimelineGroup
City State Bank41,765$1.09M0.28%013F-HRTimeline
Leading Edge Financial Planning LLC41,156$1.07M0.23%-2,94713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …40,253$1.05M0.02%-59,62613F-HRTimelineGroup
Global View Capital Management LLC40,108$1.04M0.28%-34413F-HRTimeline
HRT FINANCIAL LP39,756$1.03M<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC38,415$999K<0.01%-3,19513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,982$988K<0.01%-1213F-HR/ATimelineGroup
Geneos Wealth Management Inc.36,936$961K0.02%-85013F-HRTimeline
Wealth Advisory Solutions, LLC36,917$960K0.21%-37313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,574$951K<0.01%-8,99713F-HRTimelineGroup
Busey Bank35,184$915K0.02%-16313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC34,636$901K0.09%-8,15813F-HRTimeline
Sanctuary Advisors, LLC34,126$888K<0.01%+71113F-HRTimeline
Treasure Coast Financial Planning33,116$861K0.44%-53313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,998$806K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning30,373$790K<0.01%+8,54013F-HRTimelineGroup
Modera Wealth Management, LLC30,329$789K0.01%-14813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC28,565$743K0.66%-59513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,014$727K<0.01%-79113F-HRTimelineGroup
Auour Investments LLC26,748$696K0.22%+70113F-HRTimeline
Amicus Financial Advisors, LLC24,962$649K0.18%-21513F-HRTimeline
UBS Group AGgroup of 2 filers holding24,951$649K+3,556Timeline
KWB Wealth24,101$625K0.06%-60213F-HRTimeline
BIP Wealth, LLC23,577$613K0.02%-48813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,526$612K<0.01%+2,05513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,322$607K0.02%-11,61613F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC22,630$589K0.21%-1,70513F-HR/ATimelineGroup
SHEETS SMITH WEALTH MANAGEMENT22,466$584K0.07%013F-HRTimeline
Post Resch Tallon Group Inc.18,993$492K0.4%+69013F-HRTimeline
Vise Technologies, Inc.18,081$469K0.01%013F-HRTimeline
True Blue Financial, LLC17,864$465K0.37%+9,02413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…17,393$452K<0.01%+66213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV16,663$433K<0.01%-2,84913F-HRTimeline
OneDigital Investment Advisors LLC15,434$401K<0.01%-3,10313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,367$400K<0.01%+1,09013F-HRTimeline
Janney Montgomery Scott LLC15,145$394K<0.01%-3,18813F-HRTimeline
GTS SECURITIES LLC15,092$393K0.01%+6,50813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,592$380K<0.01%-3,09613F-HRTimeline
Ridgewood Investments LLC13,829$360K0.15%13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth13,538$352K<0.01%new13F-HRTimelineGroup
Barnes Wealth Management Group, Inc13,301$346K0.18%+26713F-HRTimeline
Valtinson Bruner Financial Planning LLC12,835$334K0.09%-66613F-HRTimeline
Financial Strategies Group, Inc.12,529$329K0.05%+1,59613F-HRTimeline
NWAM LLC12,435$323K0.02%-22513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,345$321K<0.01%-53213F-HRTimelineGroup
Advisors Asset Management, Inc.12,077$314K0.01%-7,43013F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,018$313K0.03%-10713F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,888$309K<0.01%+2,29013F-HRTimelineGroup
LYNX CAPITAL GROUP LTD /ADV11,700$304K0.14%013F-HRTimeline
Detalus Advisors, LLC10,745$279K0.06%+62313F-HRTimeline
Independent Wealth Network Inc.10,488$273K0.08%new13F-HRTimeline
Keystone Financial Group9,945$259K0.02%-46513F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA9,829$256K0.01%new13F-HRTimelineGroup
Cordant, Inc.9,814$255K0.1%013F-HRTimeline
HB Wealth Management, LLC9,685$252K<0.01%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.9,548$248K<0.01%013F-HRTimelineGroup
Range Advisory, LLC9,324$243K0.04%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…9,297$242K0.18%-50813F-HRTimeline
D.A. DAVIDSON & CO.9,190$239K<0.01%new13F-HRTimeline
Southland Equity Partners LLC8,951$233K0.05%-28413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,846$230K0.02%-11813F-HRTimeline
Larson Financial Group LLC8,636$225K0.01%-2,31313F-HRTimeline
Ellis Investment Partners, LLC8,136$212K0.04%+4013F-HRTimeline
CoreCap Advisors, LLC8,075$210K0.01%+6913F-HRTimeline
Ballast Rock Private Wealth LLC7,985$208K0.11%-1,22013F-HRTimeline
Golden State Wealth Management, LLC7,939$207K0.02%+50413F-HRTimeline
Prosperity Planning, Inc.7,826$204K0.05%013F-HRTimeline
McAdam, LLC7,757$202K0.01%-72113F-HRTimeline
Farther Finance Advisors, LLC7,698$199K<0.01%-8,49613F-HRTimeline
Ashton Thomas Private Wealth, LLC5,621$146K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC5,389$140K0.02%-1,46013F-HRTimeline
S.A. Mason LLC5,240$136K0.05%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding5,235$136K+5,112Timeline
PRIVATE TRUST CO NA5,022$131K0.01%+1,98513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4,975$129K0.1%-1,36013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,974$129K<0.01%-3,17213F-HRTimelineGroup
Rossby Financial, LCC4,213$109K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,118$107K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,045$105K<0.01%013F-HRTimelineGroup
Allworth Financial LP3,944$103K<0.01%-113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,598$93.6K<0.01%-26413F-HRTimeline
Smartleaf Asset Management LLC3,523$91.7K<0.01%-18813F-HRTimeline
FMR LLCin group FMR LLC3,517$91.5K<0.01%+1,46613F-HRTimelineGroup
JNBA Financial Advisors3,369$87.6K0.01%013F-HRTimeline
AE Wealth Management LLC3,102$80.7K<0.01%-55,77613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,991$77.8K<0.01%-7813F-HRTimelineGroup
WealthCollab, LLC2,754$71.6K0.03%013F-HRTimeline
PARK NATIONAL CORP /OH/2,672$69.5K<0.01%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC2,536$66K0.03%-19813F-HRTimeline
Mosley Wealth Management2,504$65.9K0.03%new13F-HRTimeline
Fairway Wealth LLC2,277$59.2K0.02%+413F-HRTimeline
Winch Advisory Services, LLC1,994$51.9K0.01%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,941$50.5K<0.01%-66613F-HRTimelineGroup
Qube Research & Technologies Ltd1,873$48.7K<0.01%-24013F-HRTimeline
Princeton Global Asset Management LLC1,649$42.9K0.01%013F-HRTimeline
Realta Investment Advisors1,609$41.9K0.01%-9313F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,600$41.6K<0.01%013F-HRTimelineGroup
NFSG Corp1,375$35.8K0.01%-2,72213F-HRTimeline
HARBOUR INVESTMENTS, INC.1,372$35.7K<0.01%+71813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,093$28.4K<0.01%-82413F-HRTimelineGroup
Beacon Capital Management, Inc.952$24.8K<0.01%+1813F-HR/ATimeline
Advisory Services Network, LLC859$22.3K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.850$22.1K0.01%013F-HRTimeline
Sound Income Strategies, LLC721$18.7K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC700$18.2K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.652$17K<0.01%+213F-HRTimeline
Covestor Ltd599$16K0.01%+913F-HRTimeline
Tidemark, LLC608$15.8K<0.01%013F-HRTimeline
WFA of San Diego, LLC520$13.5K0.01%013F-HRTimeline
Essential Partners LLC457$11.9K<0.01%-19013F-HRTimeline
AMERIFLEX GROUP, INC.381$9.9K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC350$9.1K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC324$8.43K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…311$8.09K<0.01%013F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…312$8.07K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC310$8.06K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC300$7.8K<0.01%013F-HRTimeline
Dunhill Financial, LLC249$6.48K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC245$6.37K<0.01%013F-HR/ATimeline
BLAIR WILLIAM & CO/IL242$6.29K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…239$6.22K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC235$6.16K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC199$5.18K<0.01%013F-HRTimeline
Triumph Capital Management192$4.99K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…170$4.42K<0.01%-37613F-HRTimeline
Medallion Wealth Advisors, LLC131$3.41K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC104$2.71K<0.01%-1413F-HRTimelineGroup
Sunbelt Securities, Inc.88$2.29K<0.01%013F-HRTimeline
McIlrath & Eck, LLC85$2.21K<0.01%013F-HRTimeline
Investors Research Corp84$2.19K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC82$2.13K<0.01%013F-HRTimeline
Evergreen Advisors, LLC80$2.08K<0.01%new13F-HRTimeline
Graney & King, LLC74$1.91K<0.01%-1813F-HRTimeline
MAI Capital Management66$1.72K<0.01%-8613F-HRTimeline
Root Financial Partners, LLC64$1.67K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC63$1.64K<0.01%-28913F-HRTimelineGroup
Parallel Advisors, LLC51$1.33K<0.01%013F-HR/ATimeline
IFP Advisors, Inc47$1.22K<0.01%-43513F-HRTimeline
Quest 10 Wealth Builders, Inc.44$1.14K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS42$1.09K<0.01%+1913F-HRTimelineGroup
Clearstead Trust, LLC33$858<0.01%013F-HRTimeline
MATHER GROUP, LLC.32$832<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…24$633<0.01%013F-HRTimelineGroup