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Disclosery

TIPX SPDR SERIES TRUST

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STATE STRET SPDR (fund)

136 managers (137 13F filers) reported a position in TIPX shares at 2025-03-31, 65,114,130 shares in all. 23 filers opened a position and 14 filers sold out during the quarter.

Managers
136
13F filers
137
New
23
Added
54
Reduced
45
Sold out
14
Shares held by filers
65,114,130

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
STATE STREET CORPin group STATE STREET CORP49,022,565$941M0.04%-992,12513F-HRTimelineGroup
LPL Financial LLC2,312,072$44.4M0.02%-74,64613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,262,950$24.2M+21,939Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,158,911$22.2M1.05%+132,25513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/981,338$18.8M<0.01%+32,29013F-HRTimelineGroup
Brio Consultants, LLC835,470$16M2.52%+12,74613F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.758,455$14.6M0.22%+200,52513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC731,682$14M<0.01%+110,02213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG703,994$13.5M<0.01%+665,12813F-HRTimelineGroup
Security National Bank629,650$12.1M2.28%+4,67113F-HRTimeline
Treasure Coast Financial Planning436,094$8.37M5.19%+59,51413F-HRTimeline
Fermata Advisors, LLC342,039$6.56M1.19%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC333,249$6.4M0.02%-24,01313F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co322,393$6.19M0.19%+7,74313F-HRTimeline
Elevation Capital Advisory, LLC310,534$5.96M2.6%new13F-HRTimeline
GeoWealth Management, LLC300,215$5.76M0.23%+244,03713F-HRTimeline
Aspire Private Capital, LLC287,760$5.52M1.37%+3,19513F-HRTimeline
Continuum Advisory, LLC286,185$5.49M0.71%+2,05413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.225,218$4.32M0.65%+10,93513F-HRTimeline
Sovran Advisors, LLC208,442$3.96M0.51%+76413F-HRTimeline
NewEdge Advisors, LLC151,245$2.9M0.02%+17,88013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY132,086$2.53M<0.01%-32,30513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC127,843$2.45M0.03%-40113F-HRTimelineGroup
Cetera Investment Advisers119,202$2.29M<0.01%+26,03813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED117,184$2.24M0.21%new13F-HR/ATimeline
Austin Private Wealth, LLC111,104$2.13M0.19%+89,70113F-HRTimeline
Cambridge Investment Research Advisors,…108,646$2.08M0.01%+2,15113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …98,000$1.88M<0.01%+22,00013F-HRTimelineGroup
Raleigh Capital Management Inc.96,645$1.85M0.84%-3,33413F-HRTimeline
Hibernia Wealth Partners, LLC90,452$1.74M1.23%-14,12113F-HRTimeline
Sharkey, Howes & Javer85,601$1.64M0.23%-9,37013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC84,396$1.62M0.43%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC80,134$1.54M<0.01%+58,93813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC78,264$1.5M<0.01%-9,51113F-HRTimelineGroup
Mutual Advisors, LLC76,957$1.47M0.04%-64513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO74,636$1.43M<0.01%+8,98813F-HRTimelineGroup
Foundations Investment Advisors, LLC72,096$1.38M0.03%+56,68713F-HRTimeline
HighTower Advisors, LLC70,389$1.35M<0.01%-2,70613F-HRTimeline
FMR LLCin group FMR LLC66,501$1.28M<0.01%+32,74113F-HRTimelineGroup
Farther Finance Advisors, LLC66,265$1.27M0.03%-11,75913F-HRTimeline
McNamara Financial Services, Inc.63,908$1.23M0.26%+6,61813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC63,873$1.23M<0.01%+6,66713F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management56,750$1.09M0.02%+24,47413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,452$1.08M<0.01%new13F-HRTimelineGroup
Signal Advisors Wealth, LLC53,574$1.03M0.1%+17,50513F-HRTimeline
OPTIMA CAPITAL LLC49,990$959K0.61%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,568$951K<0.01%-54513F-HRTimelineGroup
Henderson Brothers Financial Partners, …49,171$938K0.47%13F-HRTimeline
Beacon Pointe Advisors, LLC47,663$915K0.01%-7,00013F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC47,412$910K0.38%-16313F-HRTimeline
Lynx Investment Advisory45,553$874K0.58%+4,60713F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.44,693$858K0.41%-4,47013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC44,121$847K0.02%-3,30913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC41,725$801K<0.01%+1,34813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,895$746K0.01%new13F-HRTimelineGroup
Maridea Wealth Management LLC36,968$709K0.23%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC36,496$700K0.45%+6,28713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC36,275$696K0.02%+4,73413F-HRTimelineGroup
Comprehensive Money Management Services…35,937$690K0.56%-5,30013F-HRTimeline
NAPA WEALTH MANAGEMENT34,795$668K0.38%+3,71813F-HRTimeline
Redwood Financial Network Corp33,888$650K0.5%-45713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT31,687$608K0.08%013F-HRTimeline
Private Advisor Group, LLC31,559$606K<0.01%-2,47313F-HRTimeline
NOVUS ADVISORS, LLC30,996$595K0.6%-49113F-HRTimeline
Retireful, LLC28,957$555K0.53%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,147$540K<0.01%+6,46013F-HRTimelineGroup
Valmark Advisers, Inc.26,961$517K0.01%-88413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,238$504K<0.01%-63,51113F-HR/ATimelineGroup
Merit Financial Group, LLC25,110$482K0.01%+7,12113F-HRTimeline
COMERICA BANK24,689$474K<0.01%+24,42013F-HRTimeline
Pallas Capital Advisors LLC23,424$450K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.22,038$423K0.01%-2,36113F-HRTimeline
RFG Advisory, LLC22,037$423K0.01%-9113F-HRTimeline
Simplicity Wealth,LLC21,989$422K0.03%new13F-HRTimeline
Revisor Wealth Management LLC21,643$415K0.18%new13F-HRTimeline
Lifeworks Advisors, LLC20,189$387K0.06%-2,45613F-HRTimeline
PMG Wealth Management, Inc.18,783$359K0.38%-39113F-HRTimeline
Balboa Wealth Partners17,650$339K0.08%-58913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.17,434$335K0.13%-2,67513F-HRTimeline
Argent Trust Co16,554$318K0.01%-64013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,270$312K<0.01%-24,67813F-HRTimelineGroup
Orion Porfolio Solutions, LLC16,216$311K<0.01%+1,58513F-HRTimeline
Orion Portfolio Solutions, LLC16,216$311K<0.01%+1,58513F-HR/ATimeline
BLODGETT WEALTH ADVISORS, LLC16,210$311K0.27%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.15,668$301K0.45%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,238$292K<0.01%-12813F-HRTimeline
Breakwater Capital Group15,061$289K0.05%new13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…13,950$268K0.03%013F-HRTimelineGroup
AE Wealth Management LLC13,501$259K<0.01%+1,01413F-HRTimeline
Accelerate Investment Advisors LLC13,189$253K0.21%-3913F-HRTimeline
Mariner, LLCin group Mariner, LLC12,926$248K<0.01%-10,67213F-HRTimelineGroup
Sanctuary Advisors, LLC12,915$248K<0.01%+25613F-HRTimeline
Main Street Group, LTD12,574$241K0.09%013F-HRTimeline
Foguth Wealth Management, LLC.11,362$218K0.05%-1,14213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,080$213K<0.01%-58213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.10,828$208K0.16%-63513F-HRTimeline
Sowell Financial Services LLC10,604$203K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,495$201K0.02%+9,47413F-HRTimeline
Western Wealth Management, LLC10,156$195K0.01%+113F-HRTimeline
GTS SECURITIES LLC10,105$194K0.01%-2,40113F-HRTimeline
Paladin Advisory Group, LLC8,386$161K0.13%013F-HRTimeline
Allworth Financial LP7,390$141K<0.01%-1,87513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,357$122K<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC5,879$113K0.04%013F-HRTimeline
IFP Advisors, Inc5,730$110K<0.01%+2,14613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,133$98.5K<0.01%-58113F-HRTimelineGroup
Running Point Capital Advisors, LLC5,046$96.8K0.03%+26313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,518$68K<0.01%+22413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,454$66.3K<0.01%+2,49413F-HRTimelineGroup
Golden State Wealth Management, LLC1,776$34.1K0.01%+113F-HR/ATimeline
CWM, LLCin group CWM, LLC1,784$34K<0.01%+113F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,748$33.5K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd1,612$30.9K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,606$30.8K<0.01%+213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,556$29.8K<0.01%+17813F-HR/ATimelineGroup
TD Waterhouse Canada Inc.1,419$27.1K<0.01%-313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,312$24.3K<0.01%013F-HRTimelineGroup
Arax Advisory Partners1,053$20.2K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC750$14.4K0.01%013F-HRTimeline
NorthRock Partners, LLC659$12.6K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC570$10.9K<0.01%+31313F-HRTimeline
LANARK FINANCIAL, INC.380$7K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC355$6.81K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA324$6.22K<0.01%new13F-HRTimeline
Tidemark, LLC236$4.53K<0.01%-3,78213F-HRTimeline
Realta Investment Advisors226$4.34K<0.01%new13F-HRTimeline
Rossby Financial, LCC141$2.69K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates98$1.88K<0.01%new13F-HRTimeline
Transce3nd, LLC92$1.76K<0.01%-29413F-HRTimeline
BLAIR WILLIAM & CO/IL90$1.73K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC89$1.71K<0.01%-113F-HRTimeline
Richard W. Paul & Associates, LLC65$1.25K<0.01%+913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS58$1.11K<0.01%+5613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$3<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
Covestor Ltd20$00%-813F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.