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Disclosery

TIPX SPDR SERIES TRUST

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STATE STRET SPDR (fund)

149 managers (151 13F filers) reported a position in TIPX shares at 2026-06-30, 95,215,469 shares in all. 20 filers opened a position and 9 filers sold out during the quarter.

Managers
149
13F filers
151
New
20
Added
81
Reduced
32
Sold out
9
Shares held by filers
95,215,469

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 CORP59,157,599$1.12B0.03%+6,023,46613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding18,234,123$345M+278,884Timeline
LPL Financial LLC2,989,664$56.6M0.01%+204,77013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,874,119$35.5M+194,673Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,706,468$32.3M1.16%+119,56013F-HRTimelineGroup
Brio Consultants, LLC1,009,494$19.1M2.24%+24,20213F-HRTimeline
Security National Bank650,277$12.3M1.47%+1,62113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.550,696$10.4M0.1%+530,36913F-HRTimelineGroup
Treasure Coast Financial Planning538,380$10.2M4.97%+6,61313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO502,817$9.53M<0.01%+428,83213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY362,795$6.87M<0.01%+4,10413F-HRTimelineGroup
Aspire Private Capital, LLC343,540$6.5M1.34%+21,55513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC338,125$6.4M0.01%+9,94413F-HRTimelineGroup
Continuum Advisory, LLC314,784$5.96M0.48%+7,83913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC300,675$5.69M0.01%+33,74313F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co284,895$5.39M0.12%-12,88913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.243,967$4.62M0.44%+10,05213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/223,228$4.23M<0.01%-764,10613F-HRTimelineGroup
Foundations Investment Advisors, LLC197,174$3.73M0.04%+34,20113F-HRTimeline
Sovran Advisors, LLC196,516$3.68M0.27%-35913F-HRTimeline
NewEdge Advisors, LLC189,782$3.59M0.01%+15,67813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA182,076$3.45M<0.01%+129,22213F-HRTimelineGroup
Cetera Investment Advisers174,366$3.3M<0.01%+8,31913F-HRTimeline
Lynx Investment Advisory158,174$2.99M0.98%+42,18413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…145,518$2.75M<0.01%+3,33313F-HRTimelineGroup
Sonoma Allocations LLC144,049$2.7M0.84%-56,73513F-HRTimeline
Mutual Advisors, LLC140,114$2.65M0.05%+2,58313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC137,778$2.61M0.02%+7,81613F-HRTimelineGroup
HighTower Advisors, LLC131,930$2.5M<0.01%+12,74913F-HRTimeline
Raleigh Capital Management Inc.131,289$2.49M0.79%+9,89013F-HRTimeline
Cambridge Investment Research Advisors,…124,978$2.37M0.01%+1,95613F-HR/ATimeline
CHAPMAN FINANCIAL GROUP, LLC121,436$2.3M1.53%+1,75013F-HRTimeline
Financial & Tax Architects, LLC113,911$2.16M0.45%+31,63613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC110,115$2.08M<0.01%+1,51613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP103,194$1.95M<0.01%-64,62613F-HRTimelineGroup
Good Harbor Advisors, Inc.101,987$1.93M1.89%013F-HRTimeline
Hibernia Wealth Partners, LLC100,721$1.91M1.03%-82,14613F-HRTimeline
Intrua Financial, LLC93,820$1.78M0.17%-23,31113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.82,432$1.56M0.52%+8,67713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.82,380$1.56M0.01%+8,26313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN78,436$1.48M<0.01%+73,25913F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …78,300$1.48M<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…76,227$1.44M0.01%+8,81613F-HRTimelineGroup
McNamara Financial Services, Inc.75,977$1.44M0.25%+2,03313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP72,114$1.37M0.05%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC71,174$1.35M0.03%+18,92613F-HRTimelineGroup
Visionary Horizons, LLC69,834$1.32M0.55%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC65,925$1.25M0.04%new13F-HRTimelineGroup
Capital Investment Management, Inc.65,480$1.24M0.38%+3,28313F-HRTimeline
Parallel Advisors, LLC65,083$1.23M0.02%+6,95113F-HRTimeline
Breakwater Capital Group60,437$1.14M0.14%+15,47513F-HRTimeline
Nest Investments, LLC59,737$1.13M0.86%+2,29013F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC57,818$1.09M0.26%-2,90613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP57,244$1.08M<0.01%+94913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,988$1.04M0.01%+37,68113F-HRTimelineGroup
Henderson Brothers Financial Partners, …54,115$1.02M0.48%-51,12113F-HRTimeline
Simplicity Wealth,LLC53,159$1.01M0.03%-1,24013F-HRTimeline
Sanctuary Advisors, LLC51,216$970K<0.01%+10,79413F-HRTimeline
Elevation Capital Advisory, LLC48,356$915K0.35%-5,78813F-HRTimeline
MML INVESTORS SERVICES, LLC48,272$914K<0.01%+15,65813F-HRTimeline
HARBOUR INVESTMENTS, INC.47,598$901K0.01%+8,70413F-HRTimeline
Beacon Pointe Advisors, LLC46,972$889K<0.01%+1,66213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management46,869$887K0.01%-66913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC46,477$880K<0.01%-7,27713F-HRTimelineGroup
Addison Capital Co45,773$866K0.14%+2,20813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,204$666K<0.01%+10,84813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV34,348$650K0.03%+2,32413F-HRTimeline
NOVUS ADVISORS, LLC33,803$640K1.33%+1,06213F-HRTimeline
Farther Finance Advisors, LLC30,776$583K<0.01%-1,67113F-HRTimeline
Orion Porfolio Solutions, LLC30,489$577K<0.01%+1,13813F-HRTimeline
Hyundai Investments Co., Ltd.30,278$574K0.62%+18,59913F-HRTimeline
17 CAPITAL PARTNERS, LLC29,993$568K0.26%+2,52513F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.29,271$554K0.85%+6,75513F-HRTimeline
Detalus Advisors, LLC29,233$553K0.11%new13F-HRTimeline
Comprehensive Money Management Services…29,067$550K0.35%-3,75013F-HRTimeline
Global Retirement Partners, LLC28,308$536K0.01%13F-HRTimeline
Midwest Financial Network, LLC27,785$526K0.36%+7,51613F-HRTimeline
Ashton Thomas Private Wealth, LLC27,242$516K0.01%new13F-HRTimeline
Private Advisor Group, LLC26,166$495K<0.01%+8,48813F-HRTimeline
Sharkey, Howes & Javer26,161$495K0.06%-24,58713F-HRTimeline
Signal Advisors Wealth, LLC25,631$485K0.03%+2,62313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…25,414$481K<0.01%-39813F-HRTimelineGroup
RFG Advisory, LLC24,170$458K0.01%+1,03213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,985$435K<0.01%+15,64613F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC22,856$433K0.01%-13,63513F-HRTimeline
Venture Visionary Partners LLC22,813$432K0.01%new13F-HRTimeline
Sigma Planning Corp22,110$419K0.01%+2,37713F-HRTimeline
Legacy Wealth Partners, LLC20,789$394K0.09%+4,34413F-HRTimeline
Pallas Capital Advisors LLC20,026$379K0.01%013F-HRTimeline
SCOTIA CAPITAL INC.20,000$379K<0.01%+10,00013F-HRTimeline
Lifeworks Advisors, LLC17,560$332K0.03%-1,63313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.17,427$330K0.09%-52713F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC17,370$329K0.08%+9313F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC17,214$326K0.08%+60613F-HRTimeline
AE Wealth Management LLC17,101$324K<0.01%+1,96913F-HRTimeline
PCB Capital LLC16,761$317K0.39%+3,01013F-HRTimeline
Argent Trust Co16,282$308K0.01%+1,06613F-HRTimeline
KWB Wealth15,888$301K0.03%new13F-HRTimeline
Sowell Financial Services LLC15,263$289K0.01%+1,25613F-HRTimeline
WCG Wealth Advisors LLC15,251$289K0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,056$287K0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,610$277K<0.01%+10,69313F-HRTimelineGroup
Maridea Wealth Management LLC14,488$274K0.03%013F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC14,144$268K0.18%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…13,950$264K0.02%13F-HRTimelineGroup
RCW Management, LLC13,798$261K0.23%013F-HRTimeline
HRT FINANCIAL LP13,248$250K<0.01%new13F-HRTimeline
PFG Investments, LLC12,983$246K0.01%-5613F-HRTimeline
Atria Investments, Inc12,955$245K<0.01%+1,18613F-HRTimeline
Founders Financial Alliance, LLC12,735$241K0.03%new13F-HRTimeline
Regal Investment Advisors LLC12,280$232K0.01%+4013F-HRTimeline
Modern Wealth Management, LLC12,131$230K<0.01%013F-HRTimeline
Main Street Group, LTD12,074$229K0.05%-50013F-HRTimeline
Accelerate Investment Advisors LLC12,015$227K0.13%+2013F-HRTimeline
TWO SIGMA SECURITIES, LLC11,929$226K0.02%new13F-HRTimeline
Arete Wealth Advisors, LLC11,751$222K0.01%new13F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,689$202K<0.01%new13F-HRTimelineGroup
PMG Wealth Management, Inc.10,426$196K0.12%013F-HRTimeline
IFP Advisors, Inc7,851$149K<0.01%+4,48313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.7,491$142K0.08%+4913F-HRTimeline
IFG Advisory, LLC6,500$123K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC5,472$104K0.07%-2,91413F-HRTimeline
Geneos Wealth Management Inc.5,343$101K<0.01%+3,51413F-HRTimeline
MATHER GROUP, LLC.4,578$86.7K<0.01%-19913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,837$73K<0.01%+613F-HRTimelineGroup
Integrated Wealth Concepts LLC2,379$45K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC2,060$39K<0.01%+1,58413F-HRTimeline
Triumph Capital Management1,540$29.2K0.01%+413F-HRTimeline
TD Waterhouse Canada Inc.1,489$27.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,161$22K<0.01%-1,98813F-HRTimelineGroup
Smartleaf Asset Management LLC918$17.4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd882$16.7K<0.01%-1,66313F-HRTimeline
Buck Wealth Strategies, LLC848$16.1K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.658$12.5K<0.01%-913F-HRTimeline
Clearstead Advisors, LLC534$10.1K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC463$8.77K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.380$7.19K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC355$6.72K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA349$6.61K<0.01%-1013F-HRTimeline
Allworth Financial LP241$4.56K<0.01%-76313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…200$3.79K<0.01%-9313F-HRTimelineGroup
Rossby Financial, LCC129$2.44K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC128$2.42K<0.01%new13F-HRTimeline
Covestor Ltd117$2K<0.01%+913F-HRTimeline
CoreCap Advisors, LLC95$1.8K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.91$1.72K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC68$1.29K<0.01%+413F-HRTimeline
Capital Investment Advisory Services, L…46$871<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2$38<0.01%-8,03613F-HRTimelineGroup