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Disclosery

TIPX SPDR SERIES TRUST

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STATE STRET SPDR (fund)

139 managers (141 13F filers) reported a position in TIPX shares at 2025-12-31, 71,431,377 shares in all. 19 filers opened a position and 19 filers sold out during the quarter.

Managers
139
13F filers
141
New
19
Added
60
Reduced
39
Sold out
19
Shares held by filers
71,431,377

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 CORP55,696,115$1.06B0.04%+2,231,79413F-HRTimelineGroup
LPL Financial LLC2,569,385$49M0.01%+71,35913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,464,107$27.9M1.08%+169,27113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,410,695$26.9M+1,051Timeline
Brio Consultants, LLC946,670$18.1M2.35%+58,10613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC865,524$16.5M<0.01%+120,18413F-HR/ATimelineGroup
Security National Bank633,464$12.1M1.73%+21,67513F-HRTimeline
Treasure Coast Financial Planning563,890$10.8M5.72%+32,21113F-HRTimeline
UBS Group AGgroup of 2 filers holding438,346$8.36M+278,303Timeline
ASSETMARK, INCin group ASSETMARK, INC331,994$6.33M0.01%-4,21113F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co314,434$6M0.16%-44713F-HRTimeline
Aspire Private Capital, LLC314,398$6M1.33%+11,72513F-HRTimeline
Continuum Advisory, LLC287,237$5.48M0.55%+20,41113F-HRTimeline
Sonoma Allocations LLC235,287$4.51M1.5%-144,12413F-HRTimeline
Austin Private Wealth, LLC234,456$4.47M0.34%+29,30513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.234,285$4.47M0.47%+6,91413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/227,077$4.33M<0.01%+32,66813F-HRTimelineGroup
Sovran Advisors, LLC200,449$3.83M0.33%-2,06013F-HRTimeline
Hibernia Wealth Partners, LLC177,310$3.38M1.02%+90,88413F-HRTimeline
NewEdge Advisors, LLC171,921$3.28M0.01%+8,11713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP157,064$3M<0.01%+52,48613F-HRTimelineGroup
Cetera Investment Advisers152,343$2.91M<0.01%+6,81613F-HRTimeline
Mutual Advisors, LLC136,638$2.61M0.06%-5,14913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…132,175$2.52M<0.01%+113,94813F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC125,491$2.39M0.02%+4,48313F-HRTimelineGroup
Foundations Investment Advisors, LLC120,907$2.31M0.03%+52,94013F-HRTimeline
Intrua Financial, LLC120,891$2.31M0.25%-2,16213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY120,335$2.3M<0.01%-19,38113F-HR/ATimelineGroup
Raleigh Capital Management Inc.116,170$2.22M0.8%+5,49313F-HRTimeline
HighTower Advisors, LLC115,914$2.21M<0.01%+25,53813F-HRTimeline
Cambridge Investment Research Advisors,…113,932$2.17M0.01%+3,53313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…106,812$2.04M<0.01%+83,72813F-HRTimelineGroup
Good Harbor Advisors, Inc.101,987$1.95M2.26%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,050$1.74M<0.01%+18,11813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …87,000$1.66M<0.01%-11,00013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO76,031$1.45M<0.01%+1,86113F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.73,775$1.41M0.53%+17,77013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP72,114$1.38M0.05%new13F-HRTimeline
McNamara Financial Services, Inc.69,923$1.33M0.25%+2,68513F-HRTimeline
Sharkey, Howes & Javer66,349$1.27M0.16%-6,93513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC64,855$1.24M0.32%-8,67113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…61,969$1.18M0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.60,800$1.16M0.01%-7,61713F-HRTimelineGroup
Lynx Investment Advisory59,487$1.14M0.62%-1,53013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,714$1.12M<0.01%new13F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC57,232$1.09M0.35%+12,03513F-HRTimeline
Capital Investment Management, Inc.55,840$1.07M0.37%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP55,781$1.06M<0.01%+62413F-HRTimelineGroup
Financial & Tax Architects, LLC55,618$1.06M0.24%+10,92313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management54,962$1.05M0.01%+60713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC51,122$975K0.02%+9,84413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…49,325$941K0.02%new13F-HRTimelineGroup
Nest Investments, LLC49,008$935K0.78%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC45,282$864K<0.01%-1,27913F-HRTimelineGroup
Simplicity Wealth,LLC44,260$844K0.05%+3,50513F-HRTimeline
Maridea Wealth Management LLC41,570$793K0.12%-52613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA40,373$770K<0.01%+8,48713F-HRTimelineGroup
Farther Finance Advisors, LLC37,125$708K0.01%-7,80413F-HRTimeline
Breakwater Capital Group36,067$688K0.1%+69213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC34,846$665K0.01%+1,10713F-HR/ATimeline
Comprehensive Money Management Services…32,817$626K0.43%013F-HRTimeline
NOVUS ADVISORS, LLC32,353$617K1.38%+1,68313F-HRTimeline
HARBOUR INVESTMENTS, INC.31,875$608K0.01%+3,14013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,694$605K<0.01%-61,65613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV31,445$600K0.04%+2,18413F-HRTimeline
Redwood Financial Network Corp30,904$590K0.38%-1,19413F-HRTimeline
Orion Porfolio Solutions, LLC27,423$523K<0.01%+2,36913F-HRTimeline
MML INVESTORS SERVICES, LLC25,531$487K<0.01%+10,98713F-HRTimeline
Sanctuary Advisors, LLC25,290$483K<0.01%+8,70513F-HRTimeline
Global Retirement Partners, LLC23,880$456K0.01%+2,45413F-HRTimeline
Private Advisor Group, LLC23,288$444K<0.01%-2,03613F-HRTimeline
Signal Advisors Wealth, LLC23,061$440K0.03%+54413F-HRTimeline
RFG Advisory, LLC22,060$421K0.01%-5413F-HRTimeline
OLD MISSION CAPITAL LLC21,573$412K0.02%new13F-HRTimeline
COMERICA BANK21,096$403K<0.01%-69113F-HRTimeline
Modern Wealth Management, LLC20,572$393K0.01%013F-HRTimeline
Pallas Capital Advisors LLC20,026$382K0.01%013F-HRTimeline
Lifeworks Advisors, LLC19,382$370K0.05%-60413F-HRTimeline
Merit Financial Group, LLC19,305$368K<0.01%-24,97713F-HRTimeline
Balboa Wealth Partners19,297$368K0.06%+53513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,185$366K<0.01%-15,16613F-HRTimelineGroup
Sigma Planning Corp18,886$360K0.01%+1,71613F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.17,850$341K0.65%+69813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.16,982$324K0.1%+24113F-HRTimeline
Hyundai Investments Co., Ltd.16,384$313K0.31%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC15,793$301K0.09%new13F-HRTimeline
GTS SECURITIES LLC15,383$294K0.01%new13F-HRTimeline
Argent Trust Co15,297$292K0.01%-70913F-HRTimeline
Legacy Wealth Partners, LLC15,253$291K0.08%13F-HRTimeline
Midwest Financial Network, LLC14,566$278K0.21%new13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC14,144$270K0.19%-1,87813F-HRTimeline
AE Wealth Management LLC14,047$268K<0.01%+1,18813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…13,950$266K0.02%013F-HRTimelineGroup
RCW Management, LLC13,798$263K0.27%13F-HRTimeline
PFG Investments, LLC13,035$249K0.01%new13F-HRTimeline
PCB Capital LLC12,802$244K0.39%13F-HRTimeline
Accelerate Investment Advisors LLC12,732$243K0.16%-16513F-HRTimeline
Main Street Group, LTD12,574$240K0.08%013F-HRTimeline
PMG Wealth Management, Inc.12,461$238K0.17%-76613F-HRTimeline
Valmark Advisers, Inc.12,082$231K<0.01%-8,21113F-HRTimeline
Sowell Financial Services LLC11,671$223K0.01%-23913F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,595$202K0.07%+32613F-HRTimeline
True Vision MN LLC10,186$194K0.1%new13F-HRTimeline
Creative Planningin group Creative Planning10,059$192K<0.01%new13F-HRTimelineGroup
SCOTIA CAPITAL INC.10,000$191K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC9,415$180K0.05%-1,27213F-HRTimeline
Paladin Advisory Group, LLC8,386$160K0.12%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.8,063$151K0.05%-48213F-HRTimeline
OPTIMA CAPITAL LLC7,712$147K0.06%-59,80913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,108$136K<0.01%+95613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,846$112K<0.01%+1,48913F-HRTimelineGroup
FMR LLCin group FMR LLC5,586$107K<0.01%-61,14513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,291$101K<0.01%-4,14313F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC5,000$95.4K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,971$76K<0.01%013F-HR/ATimelineGroup
IFP Advisors, Inc3,584$68.4K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,649$50.5K<0.01%+12013F-HRTimelineGroup
Qube Research & Technologies Ltd2,409$46K<0.01%+24913F-HRTimeline
CWM, LLCin group CWM, LLC2,187$42K<0.01%+38013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,775$33.9K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC1,748$33.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,570$30K<0.01%+1913F-HRTimeline
TD Waterhouse Canada Inc.1,481$28.2K<0.01%013F-HRTimeline
Triumph Capital Management1,395$26.6K0.01%new13F-HRTimeline
Allworth Financial LP1,004$19.2K<0.01%-3,87313F-HRTimeline
SIMPLEX TRADING, LLC803$15.3K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.669$12.8K<0.01%-213F-HRTimeline
Smartleaf Asset Management LLC610$11.7K<0.01%+4013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\475$9.06K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.380$7.25K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC355$6.77K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA338$6.45K<0.01%013F-HRTimeline
YANKCOM Partnership261$4.98K<0.01%new13F-HRTimeline
Safe Harbor Fiduciary, LLC144$2.75K<0.01%13F-HRTimeline
Rossby Financial, LCC129$2.46K<0.01%-1213F-HRTimeline
CoreCap Advisors, LLC95$1.81K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC66$1.26K<0.01%+213F-HRTimeline
Covestor Ltd56$1K<0.01%+3113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS48$916<0.01%013F-HRTimelineGroup