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Disclosery

TIPX SPDR SERIES TRUST

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STATE STRET SPDR (fund)

127 managers (128 13F filers) reported a position in TIPX shares at 2024-12-31, 63,460,842 shares in all. 9 filers opened a position and 12 filers sold out during the quarter.

Managers
127
13F filers
128
New
9
Added
56
Reduced
46
Sold out
12
Shares held by filers
63,460,842

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
STATE STREET CORPin group STATE STREET CORP50,014,690$925M0.04%+183,38213F-HRTimelineGroup
LPL Financial LLC2,386,718$44.1M0.02%-192,99313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,241,011$22.9M+59,570Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,026,656$19M0.86%+46,12913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/949,048$17.5M<0.01%+56,54513F-HRTimelineGroup
Brio Consultants, LLC822,724$15.2M2.38%+40,92313F-HRTimeline
Security National Bank624,979$11.6M1.65%-18913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC621,660$11.5M<0.01%-63,46113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.557,930$10.3M0.15%new13F-HRTimelineGroup
Treasure Coast Financial Planning376,580$6.96M4.59%+4,03513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC357,262$6.61M0.02%-7,32613F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co314,650$5.82M0.18%+6,95413F-HRTimeline
Aspire Private Capital, LLC284,565$5.26M1.3%+7,01013F-HRTimeline
Continuum Advisory, LLC284,131$5.25M0.67%-2,67513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.214,283$3.96M0.6%+5,47013F-HR/ATimeline
Sovran Advisors, LLC207,678$3.84M0.55%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY164,391$3.04M<0.01%+3,38813F-HR/ATimelineGroup
NewEdge Advisors, LLC133,365$2.47M0.01%+12,59613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC128,244$2.37M0.02%+2,36013F-HRTimelineGroup
Cambridge Investment Research Advisors,…106,495$1.97M0.01%+1,86013F-HRTimeline
Hibernia Wealth Partners, LLC104,573$1.93M1.48%-114,52613F-HRTimeline
Raleigh Capital Management Inc.99,979$1.85M0.71%+13,91213F-HRTimeline
Sharkey, Howes & Javer94,971$1.76M0.25%+5,75413F-HRTimeline
Cetera Investment Advisers93,164$1.72M<0.01%+7,32113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA89,749$1.66M<0.01%+58,77613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC87,775$1.62M<0.01%13F-HR/ATimelineGroup
Mutual Advisors, LLC77,602$1.44M0.04%-17813F-HRTimeline
Farther Finance Advisors, LLC78,024$1.44M0.05%-16,79513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …76,000$1.41M<0.01%-5,00013F-HRTimelineGroup
HighTower Advisors, LLC73,095$1.35M<0.01%+3,18313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO65,648$1.21M<0.01%+42113F-HRTimelineGroup
McNamara Financial Services, Inc.57,290$1.06M0.25%-3,18313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,206$1.06M<0.01%+5,13413F-HRTimelineGroup
GeoWealth Management, LLC56,178$1.04M0.03%-7113F-HRTimeline
Beacon Pointe Advisors, LLC54,663$1.01M0.01%-7,14113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP50,113$927K<0.01%+3,86913F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.49,163$909K0.44%+5,41213F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC47,575$880K0.38%-40413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC47,430$877K0.02%-1,35013F-HRTimeline
Global Retirement Partners, LLC45,437$840K0.02%-42,86713F-HRTimeline
Comprehensive Money Management Services…41,237$762K0.63%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,948$757K<0.01%-78,76613F-HR/ATimelineGroup
Lynx Investment Advisory40,946$757K0.52%+7,20913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,377$747K<0.01%+4,56113F-HRTimelineGroup
UBS Group AGin group UBS Group AG38,866$719K<0.01%-2,16113F-HRTimelineGroup
Signal Advisors Wealth, LLC36,069$667K0.08%new13F-HRTimeline
Redwood Financial Network Corp34,345$635K0.47%-2,94413F-HRTimeline
Private Advisor Group, LLC34,032$629K<0.01%-2,95413F-HRTimeline
FMR LLCin group FMR LLC33,760$624K<0.01%-12,58013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management32,276$597K0.01%+1,85813F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT31,687$586K0.07%+20213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,541$583K0.02%+9,37413F-HRTimelineGroup
NOVUS ADVISORS, LLC31,487$582K0.58%13F-HRTimeline
NAPA WEALTH MANAGEMENT31,077$575K0.25%-52,05113F-HRTimeline
17 CAPITAL PARTNERS, LLC30,209$559K0.35%+4,75813F-HRTimeline
Valmark Advisers, Inc.27,845$515K0.01%+5,55513F-HRTimeline
HARBOUR INVESTMENTS, INC.24,399$451K0.01%+3,47013F-HRTimeline
Aveo Capital Partners, LLC24,229$448K0.05%+96813F-HRTimeline
Mariner, LLCin group Mariner, LLC23,598$436K<0.01%+3613F-HRTimelineGroup
Pallas Capital Advisors LLC23,424$433K0.02%-6713F-HRTimeline
Clear Creek Financial Management, LLC22,689$420K0.05%new13F-HRTimeline
Lifeworks Advisors, LLC22,645$419K0.08%-2,37513F-HRTimeline
RFG Advisory, LLC22,128$409K0.01%+1,06813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,687$401K<0.01%-45,64913F-HRTimelineGroup
Austin Private Wealth, LLC21,403$396K0.04%+14113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,196$392K<0.01%-22,62613F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.20,109$372K0.15%-113F-HRTimeline
PMG Wealth Management, Inc.19,174$355K0.32%13F-HRTimeline
Kelly Financial Services LLC18,488$342K0.12%-9,16813F-HR/ATimeline
Balboa Wealth Partners18,239$337K0.08%+61813F-HRTimeline
Merit Financial Group, LLC17,989$333K0.01%+1,60113F-HRTimeline
Argent Trust Co17,194$318K0.01%-1,55213F-HRTimeline
Walkner Condon Financial Advisors LLC16,354$302K0.06%-1,59413F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC16,210$300K0.24%013F-HRTimeline
Foundations Investment Advisors, LLC15,409$285K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,366$284K<0.01%+3,01913F-HR/ATimeline
Orion Porfolio Solutions, LLC14,631$271K<0.01%+39013F-HRTimeline
Orion Portfolio Solutions, LLC14,631$271K<0.01%+39013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…13,950$258K0.03%013F-HRTimelineGroup
Accelerate Investment Advisors LLC13,228$245K0.22%-13513F-HRTimeline
Sanctuary Advisors, LLC12,659$237K<0.01%-12,03913F-HRTimeline
Foguth Wealth Management, LLC.12,504$233K0.06%new13F-HRTimeline
Main Street Group, LTD12,574$232K0.09%013F-HRTimeline
GTS SECURITIES LLC12,506$231K0.01%-5,78113F-HRTimeline
AE Wealth Management LLC12,487$231K<0.01%+1,27613F-HRTimeline
Meridian Wealth Management, LLC11,695$216K0.01%-9,51613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,662$216K<0.01%+39613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.11,463$212K0.15%-1,86813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,965$203K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,879$201K<0.01%-2,38413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,475$194K0.09%new13F-HRTimeline
Western Wealth Management, LLC10,155$188K0.01%+1113F-HR/ATimeline
Allworth Financial LP9,265$172K<0.01%+5,94113F-HRTimeline
Paladin Advisory Group, LLC8,386$155K0.12%-9813F-HRTimeline
Balefire, LLC7,672$142K0.05%+6713F-HRTimeline
Castleview Partners, LLC6,646$123K0.07%+1,05813F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,357$118K<0.01%-11,00013F-HRTimelineGroup
Global Financial Private Client, LLC5,879$109K0.04%+32013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,714$106K<0.01%-78213F-HRTimelineGroup
Running Point Capital Advisors, LLC4,783$88.4K0.03%+2,40613F-HRTimeline
Tidemark, LLC4,018$74.3K0.03%-36,51813F-HRTimeline
IFP Advisors, Inc3,584$66.3K<0.01%-1613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,294$61K<0.01%-27613F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,783$33K<0.01%-34413F-HRTimelineGroup
Golden State Wealth Management, LLC1,775$32.8K<0.01%13F-HRTimeline
Avior Wealth Management, LLC1,830$32.1K<0.01%+1513F-HRTimeline
Parallel Advisors, LLC1,604$29.7K<0.01%+1313F-HRTimeline
TD Waterhouse Canada Inc.1,422$26.3K<0.01%-5613F-HRTimeline
Quest 10 Wealth Builders, Inc.1,420$26.3K0.03%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,378$25.5K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,312$24.3K<0.01%+50413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,021$18.9K<0.01%+98013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN960$17.7K<0.01%-9,14413F-HRTimelineGroup
Game Plan Financial Advisors, LLC750$13.9K0.01%013F-HRTimeline
Founders Financial Alliance, LLC530$9.8K<0.01%013F-HRTimeline
Transce3nd, LLC386$7.14K<0.01%13F-HRTimeline
Aptus Capital Advisors, LLC355$6.56K<0.01%-17213F-HRTimeline
COMERICA BANK269$4.97K<0.01%+1513F-HR/ATimeline
Smartleaf Asset Management LLC257$4.75K<0.01%+23313F-HRTimeline
CoreCap Advisors, LLC135$2.5K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL90$1.66K<0.01%new13F-HRTimeline
Safe Harbor Fiduciary, LLC90$1.66K<0.01%-913F-HRTimeline
Richard W. Paul & Associates, LLC56$1.03K<0.01%+113F-HRTimeline
Covestor Ltd28$1K<0.01%+1813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2$37<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$3<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.