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Disclosery

TIPX SPDR SERIES TRUST

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STATE STRET SPDR (fund)

133 managers (134 13F filers) reported a position in TIPX shares at 2025-06-30, 66,835,799 shares in all. 13 filers opened a position and 16 filers sold out during the quarter.

Managers
133
13F filers
134
New
13
Added
57
Reduced
46
Sold out
16
Shares held by filers
66,835,799

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CORP51,951,485$994M0.04%+2,928,92013F-HRTimelineGroup
LPL Financial LLC2,358,568$45.1M0.02%+46,49613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,331,274$25.5M+68,324Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,230,322$23.5M1.02%+71,41113F-HRTimelineGroup
Brio Consultants, LLC864,922$16.6M2.42%+29,45213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC745,340$14.3M<0.01%+13,65813F-HRTimelineGroup
Security National Bank600,823$11.5M1.99%-28,82713F-HRTimeline
AllGen Financial Advisors, Inc.502,279$9.61M2.58%new13F-HRTimeline
Treasure Coast Financial Planning452,126$8.65M5.04%+16,03213F-HRTimeline
Elevation Capital Advisory, LLC378,409$7.24M2.9%+67,87513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC330,620$6.33M0.01%-2,62913F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co318,981$6.11M0.18%-3,41213F-HRTimeline
Continuum Advisory, LLC307,908$5.89M0.71%+21,72313F-HRTimeline
Aspire Private Capital, LLC295,468$5.66M1.31%+7,70813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/236,548$4.53M<0.01%-744,79013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.230,884$4.42M0.58%+5,66613F-HRTimeline
Efficient Advisors, LLC210,632$4.03M0.24%new13F-HRTimeline
Sovran Advisors, LLC200,289$3.81M0.4%-8,15313F-HRTimeline
Austin Private Wealth, LLC188,963$3.62M0.29%+77,85913F-HRTimeline
Hibernia Wealth Partners, LLC175,092$3.35M1.22%+84,64013F-HRTimeline
UBS Group AGin group UBS Group AG158,785$3.04M<0.01%-545,20913F-HRTimelineGroup
NewEdge Advisors, LLC157,151$3.01M0.02%+5,90613F-HRTimeline
Mutual Advisors, LLC142,126$2.72M0.07%+65,16913F-HRTimeline
GeoWealth Management, LLC135,340$2.59M0.1%-164,87513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.132,833$2.54M0.03%-625,62213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY130,121$2.49M<0.01%-1,96513F-HRTimelineGroup
Cetera Investment Advisers126,654$2.42M<0.01%+7,45213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC122,594$2.35M0.02%-5,24913F-HRTimelineGroup
Cambridge Investment Research Advisors,…109,463$2.1M0.01%+81713F-HRTimeline
Raleigh Capital Management Inc.103,433$1.98M0.83%+6,78813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP98,882$1.89M<0.01%+70,73513F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …98,000$1.88M<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.93,772$1.79M0.1%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,507$1.6M<0.01%+5,24313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,534$1.58M<0.01%+66,26413F-HR/ATimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC78,813$1.51M0.39%-5,58313F-HRTimelineGroup
Sharkey, Howes & Javer77,539$1.48M0.2%-8,06213F-HRTimeline
HighTower Advisors, LLC77,465$1.48M<0.01%+7,07613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO74,798$1.43M<0.01%+16213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.74,525$1.43M0.01%+35,63013F-HRTimelineGroup
Simplicity Wealth,LLC68,046$1.3M0.05%+46,05713F-HRTimeline
FMR LLCin group FMR LLC67,495$1.29M<0.01%+99413F-HRTimelineGroup
OPTIMA CAPITAL LLC67,240$1.29M0.69%+17,25013F-HRTimeline
McNamara Financial Services, Inc.64,444$1.23M0.24%+53613F-HRTimeline
Foundations Investment Advisors, LLC60,993$1.17M0.02%-11,10313F-HRTimeline
Farther Finance Advisors, LLC60,409$1.16M0.02%-5,85613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management57,134$1.09M0.01%+38413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP51,969$995K<0.01%+2,40113F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.50,504$967K0.41%+5,81113F-HRTimeline
Lynx Investment Advisory47,728$914K0.6%+2,17513F-HRTimeline
Fermata Advisors, LLC47,164$903K0.24%-294,87513F-HRTimeline
Beacon Pointe Advisors, LLC44,537$852K0.01%-3,12613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC43,970$842K0.02%-15113F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC43,360$830K0.31%-4,05213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC41,999$804K<0.01%+27413F-HRTimelineGroup
Merit Financial Group, LLC40,878$782K0.01%+15,76813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,604$758K0.02%+3,32913F-HRTimelineGroup
Maridea Wealth Management LLC37,067$709K0.18%+9913F-HRTimeline
Redwood Financial Network Corp33,824$647K0.44%-6413F-HRTimeline
Comprehensive Money Management Services…32,987$631K0.48%-2,95013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,491$622K<0.01%-23,96113F-HRTimelineGroup
Signal Advisors Wealth, LLC31,169$597K0.05%-22,40513F-HRTimeline
NOVUS ADVISORS, LLC29,569$566K0.86%-1,42713F-HRTimeline
Breakwater Capital Group27,242$521K0.08%+12,18113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,116$500K<0.01%-12213F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC25,066$480K<0.01%+8,85013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.24,886$476K0.01%+2,84813F-HRTimeline
Valmark Advisers, Inc.23,870$457K0.01%-3,09113F-HRTimeline
COMERICA BANK23,708$454K<0.01%-98113F-HRTimeline
RFG Advisory, LLC23,101$442K0.01%+1,06413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21,755$416K<0.01%+18,30113F-HRTimelineGroup
Private Advisor Group, LLC21,743$416K<0.01%-9,81613F-HRTimeline
Modern Wealth Management, LLC20,572$394K0.01%new13F-HR/ATimeline
Lifeworks Advisors, LLC20,120$385K0.06%-6913F-HRTimeline
Pallas Capital Advisors LLC20,026$383K0.01%-3,39813F-HRTimeline
Global Retirement Partners, LLC19,402$371K0.01%13F-HRTimeline
Revisor Wealth Management LLC18,887$360K0.13%-2,75613F-HRTimeline
Balboa Wealth Partners18,503$354K0.07%+85313F-HRTimeline
Detalus Advisors, LLC17,912$343K0.1%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,747$340K0.02%+7,25213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.17,376$333K0.12%-5813F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.16,999$325K0.44%+1,33113F-HRTimeline
Argent Trust Co16,203$310K0.01%-35113F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC16,022$307K0.24%-18813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…13,950$267K0.02%013F-HRTimelineGroup
Sanctuary Advisors, LLC13,768$264K<0.01%+85313F-HRTimeline
AE Wealth Management LLC13,759$263K<0.01%+25813F-HRTimeline
PMG Wealth Management, Inc.13,227$252K0.21%-5,55613F-HRTimeline
Accelerate Investment Advisors LLC13,030$249K0.19%-15913F-HRTimeline
Main Street Group, LTD12,574$241K0.08%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,592$240K<0.01%-2,64613F-HRTimeline
Sigma Planning Corp11,497$220K0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC10,976$210K0.01%new13F-HRTimeline
Western Wealth Management, LLC10,922$209K0.01%+76613F-HRTimeline
Sowell Financial Services LLC10,843$208K0.01%+23913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,799$207K<0.01%-28113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,450$200K0.09%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,357$198K<0.01%+4,00013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.10,308$197K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.9,074$173K0.12%-1,75413F-HRTimeline
Paladin Advisory Group, LLC8,386$161K0.12%013F-HRTimeline
Running Point Capital Advisors, LLC6,209$119K0.03%+1,16313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,598$107K<0.01%+46513F-HRTimelineGroup
Allworth Financial LP5,286$101K<0.01%-2,10413F-HRTimeline
IFP Advisors, Inc3,800$72.7K<0.01%-1,93013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,518$67K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,797$34K<0.01%+1313F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,748$33.5K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,556$29.7K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,534$29.4K<0.01%-24213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,526$29.2K<0.01%+21413F-HRTimelineGroup
TD Waterhouse Canada Inc.1,419$27K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.748$14.3K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC570$10.9K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL535$10.2K<0.01%+44513F-HRTimeline
Transce3nd, LLC470$9K<0.01%+37813F-HRTimeline
LANARK FINANCIAL, INC.380$7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC355$6.79K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA322$6.16K<0.01%-213F-HRTimeline
Qube Research & Technologies Ltd207$3.96K<0.01%-1,40513F-HRTimeline
Rossby Financial, LCC141$2.7K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/140$2.68K<0.01%new13F-HR/ATimelineGroup
Safe Harbor Fiduciary, LLC99$1.9K<0.01%+1013F-HRTimeline
Tidemark, LLC79$1.51K<0.01%-15713F-HRTimeline
Richard W. Paul & Associates, LLC65$1.24K<0.01%013F-HRTimeline
Parallel Advisors, LLC22$421<0.01%-1,58413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20$386<0.01%new13F-HRTimelineGroup
WestEnd Advisors, LLC9$172<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8$153<0.01%-5013F-HRTimelineGroup
Dunhill Financial, LLC1$18<0.01%new13F-HRTimeline
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%013F-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.