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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 2025-09-30, 68,725,587 shares in all. 17 filers opened a position and 15 filers sold out during the quarter.

Managers
133
13F filers
134
New
17
Added
56
Reduced
45
Sold out
15
Shares held by filers
68,725,587

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 CORP53,464,321$1.03B0.04%+1,512,83613F-HRTimelineGroup
LPL Financial LLC2,498,026$48.2M0.01%+139,45813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,409,644$27.2M+78,370Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,294,836$25M1%+64,51413F-HRTimelineGroup
Brio Consultants, LLC888,564$17.1M2.36%+23,64213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC745,340$14.4M<0.01%013F-HRTimelineGroup
Security National Bank611,789$11.8M1.81%+10,96613F-HRTimeline
Treasure Coast Financial Planning531,679$10.3M5.72%+79,55313F-HRTimeline
AllGen Financial Advisors, Inc.423,733$8.17M2.01%-78,54613F-HRTimeline
Sonoma Allocations LLC379,411$7.33M2.67%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC336,205$6.49M0.01%+5,58513F-HRTimelineGroup
Elevation Capital Advisory, LLC322,961$6.23M2.49%-55,44813F-HRTimeline
Alesco Advisors, LLC, An ESL Co314,881$6.07M0.16%-4,10013F-HRTimeline
Aspire Private Capital, LLC302,673$5.84M1.28%+7,20513F-HR/ATimeline
Continuum Advisory, LLC266,826$5.15M0.54%-41,08213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.227,371$4.39M0.51%-3,51313F-HRTimeline
Austin Private Wealth, LLC205,151$3.96M0.3%+16,18813F-HRTimeline
Sovran Advisors, LLC202,509$3.9M0.34%+2,22013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/194,409$3.75M<0.01%-42,13913F-HR/ATimelineGroup
NewEdge Advisors, LLC163,804$3.16M0.01%+6,65313F-HRTimeline
UBS Group AGin group UBS Group AG160,043$3.09M<0.01%+1,25813F-HRTimelineGroup
Cetera Investment Advisers145,527$2.81M<0.01%+18,87313F-HRTimeline
Mutual Advisors, LLC141,787$2.74M0.06%-33913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY139,716$2.7M<0.01%+9,59513F-HR/ATimelineGroup
Intrua Financial, LLC123,053$2.37M0.28%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC121,008$2.33M0.02%-1,58613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED113,204$2.18M0.16%new13F-HRTimeline
Raleigh Capital Management Inc.110,677$2.13M0.81%+7,24413F-HRTimeline
Cambridge Investment Research Advisors,…110,399$2.13M0.01%+93613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP104,578$2.02M<0.01%+5,69613F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …98,000$1.89M<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.93,848$1.81M0.09%+7613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,350$1.8M<0.01%+10,81613F-HRTimelineGroup
HighTower Advisors, LLC90,376$1.74M<0.01%+12,91113F-HRTimeline
Hibernia Wealth Partners, LLC86,426$1.67M1.07%-88,66613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO74,170$1.43M<0.01%-62813F-HR/ATimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC73,526$1.42M0.36%-5,28713F-HRTimelineGroup
Sharkey, Howes & Javer73,284$1.41M0.18%-4,25513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC72,932$1.41M<0.01%-10,57513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.68,417$1.32M0.01%-6,10813F-HRTimelineGroup
Foundations Investment Advisors, LLC67,967$1.31M0.02%+6,97413F-HRTimeline
OPTIMA CAPITAL LLC67,521$1.3M0.63%+28113F-HRTimeline
McNamara Financial Services, Inc.67,238$1.3M0.24%+2,79413F-HRTimeline
FMR LLCin group FMR LLC66,731$1.29M<0.01%-76413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC63,231$1.22M<0.01%new13F-HRTimelineGroup
Lynx Investment Advisory61,017$1.18M0.7%+13,28913F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.56,005$1.08M0.42%+5,50113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP55,157$1.06M<0.01%+3,18813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management54,355$1.05M0.01%-2,77913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC46,561$898K<0.01%+4,56213F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC45,197$872K0.3%+1,83713F-HRTimeline
Farther Finance Advisors, LLC44,929$867K0.01%-15,48013F-HRTimeline
Financial & Tax Architects, LLC44,695$862K0.19%new13F-HRTimeline
Merit Financial Group, LLC44,282$854K0.01%+3,40413F-HR/ATimeline
Maridea Wealth Management LLC42,096$813K0.13%+5,02913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC41,278$796K0.02%+1,67413F-HRTimelineGroup
Simplicity Wealth,LLC40,755$786K0.05%-27,29113F-HRTimeline
Breakwater Capital Group35,375$682K0.1%+8,13313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.34,351$663K0.01%-98,48213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC33,739$651K0.01%-10,23113F-HRTimeline
Comprehensive Money Management Services…32,817$633K0.45%-17013F-HRTimeline
Redwood Financial Network Corp32,098$619K0.39%-1,72613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,886$615K<0.01%+5,77013F-HRTimelineGroup
NOVUS ADVISORS, LLC30,670$592K1.36%+1,10113F-HRTimeline
Retireful, LLC30,206$583K0.56%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV29,261$564K0.04%+11,51413F-HRTimeline
HARBOUR INVESTMENTS, INC.28,735$554K0.01%+3,84913F-HRTimeline
Private Advisor Group, LLC25,324$488K<0.01%+3,58113F-HRTimeline
Orion Porfolio Solutions, LLC25,054$483K<0.01%-1213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,084$445K<0.01%-9,40713F-HRTimelineGroup
Signal Advisors Wealth, LLC22,517$434K0.04%-8,65213F-HRTimeline
RFG Advisory, LLC22,114$427K0.01%-98713F-HRTimeline
COMERICA BANK21,787$420K<0.01%-1,92113F-HRTimeline
Global Retirement Partners, LLC21,426$413K0.01%+2,02413F-HRTimeline
Modern Wealth Management, LLC20,572$397K0.01%013F-HRTimeline
Valmark Advisers, Inc.20,293$391K0.01%-3,57713F-HRTimeline
Pallas Capital Advisors LLC20,026$386K0.01%013F-HRTimeline
Lifeworks Advisors, LLC19,986$386K0.05%-13413F-HRTimeline
Balboa Wealth Partners18,762$362K0.06%+25913F-HRTimeline
Revisor Wealth Management LLC18,570$357K0.12%-31713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,227$352K<0.01%new13F-HRTimelineGroup
Detalus Advisors, LLC17,820$344K0.09%-9213F-HRTimeline
Sigma Planning Corp17,170$331K0.01%+5,67313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.17,152$331K0.42%+15313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.16,741$323K0.11%-63513F-HRTimeline
Sanctuary Advisors, LLC16,585$320K<0.01%+2,81713F-HR/ATimeline
BLODGETT WEALTH ADVISORS, LLC16,022$309K0.21%013F-HR/ATimeline
Argent Trust Co16,006$309K0.01%-19713F-HRTimeline
MML INVESTORS SERVICES, LLC14,544$281K<0.01%new13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…13,950$269K0.02%013F-HRTimelineGroup
PMG Wealth Management, Inc.13,227$255K0.19%013F-HRTimeline
Accelerate Investment Advisors LLC12,897$249K0.17%-13313F-HRTimeline
AE Wealth Management LLC12,859$248K<0.01%-90013F-HRTimeline
Main Street Group, LTD12,574$243K0.07%013F-HRTimeline
Sowell Financial Services LLC11,910$230K0.01%+1,06713F-HRTimeline
Running Point Capital Advisors, LLC10,687$206K0.06%+4,47813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,269$198K0.08%-18113F-HRTimeline
SCOTIA CAPITAL INC.10,000$193K<0.01%new13F-HRTimeline
GeoWealth Management, LLC9,481$183K0.01%-125,85913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,434$182K<0.01%-12,32113F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.8,545$165K0.1%-52913F-HRTimeline
Paladin Advisory Group, LLC8,386$162K0.13%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,152$119K<0.01%+55413F-HRTimelineGroup
Allworth Financial LP4,877$94.1K<0.01%-40913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,357$84K<0.01%-6,00013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC3,971$77K<0.01%+45313F-HRTimelineGroup
IFP Advisors, Inc3,584$69.1K<0.01%-21613F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,529$48.7K<0.01%+97313F-HRTimelineGroup
BALLAST ADVISORS LLC2,237$43.2K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd2,160$41.7K<0.01%+1,95313F-HRTimeline
CWM, LLCin group CWM, LLC1,807$35K<0.01%+1013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,748$33.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,551$29.9K<0.01%+1713F-HRTimeline
Steward Partners Investment Advisory, L…1,517$29.3K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1,481$28.5K<0.01%+6213F-HRTimeline
Advisory Services Network, LLC1,264$24.4K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,140$22K<0.01%-38613F-HRTimelineGroup
Strategic Wealth Partners, Ltd.671$12.9K<0.01%-7713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.608$11.7K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC570$11K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp530$10.2K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\475$9.16K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.380$7.33K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC355$6.85K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA338$6.52K<0.01%+1613F-HRTimeline
Blue Trust, Inc.235$4.53K<0.01%new13F-HRTimeline
Rossby Financial, LCC141$2.72K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…89$1.72K<0.01%new13F-HRTimelineGroup
Richard W. Paul & Associates, LLC64$1.24K<0.01%-113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…53$1.02K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS48$926<0.01%+4013F-HRTimelineGroup
Parallel Advisors, LLC22$424<0.01%013F-HRTimeline
Covestor Ltd25$00%+513F-HRTimelineValue filed as zero, left out of ratios.