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Disclosery

TIPX SPDR SERIES TRUST

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STATE STRET SPDR (fund)

141 managers (144 13F filers) reported a position in TIPX shares at 2026-03-31, 87,881,804 shares in all. 25 filers opened a position and 20 filers sold out during the quarter.

Managers
141
13F filers
144
New
25
Added
67
Reduced
35
Sold out
20
Shares held by filers
87,881,804

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 CORP53,134,133$1.02B0.04%-2,561,98213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding17,955,239$345M+17,516,893Timeline
LPL Financial LLC2,784,894$53.4M0.01%+215,50913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,679,446$32.2M+268,751Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,586,908$30.5M1.21%+122,80113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/987,334$18.9M<0.01%+760,25713F-HRTimelineGroup
Brio Consultants, LLC985,292$18.9M2.32%+38,62213F-HRTimeline
Peak Retirement Planning, Inc.190,121$17.6M3.51%new13F-HRTimeline
Security National Bank648,656$12.4M1.81%+15,19213F-HRTimeline
Treasure Coast Financial Planning531,767$10.2M5.25%-32,12313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY358,691$6.88M<0.01%+238,35613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC328,181$6.3M0.01%-3,81313F-HRTimelineGroup
Aspire Private Capital, LLC321,985$6.18M1.39%+7,58713F-HRTimeline
Continuum Advisory, LLC306,945$5.89M0.57%+19,70813F-HRTimeline
Alesco Advisors, LLC, An ESL Co297,784$5.71M0.15%-16,65013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC266,932$5.12M0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC240,061$4.61M0.34%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.233,915$4.49M0.46%-37013F-HRTimeline
Sonoma Allocations LLC200,784$3.85M1.33%-34,50313F-HRTimeline
Sovran Advisors, LLC196,875$3.81M0.3%-3,57413F-HRTimeline
Hibernia Wealth Partners, LLC182,867$3.51M1.04%+5,55713F-HRTimeline
NewEdge Advisors, LLC174,104$3.34M0.01%+2,18313F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP167,820$3.22M<0.01%+10,75613F-HRTimelineGroup
Cetera Investment Advisers166,047$3.19M<0.01%+13,70413F-HRTimeline
Foundations Investment Advisors, LLC162,973$3.13M0.04%+42,06613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…142,185$2.73M<0.01%+10,01013F-HRTimelineGroup
Mutual Advisors, LLC137,531$2.64M0.06%+89313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC129,962$2.49M0.02%+4,47113F-HRTimelineGroup
Cambridge Investment Research Advisors,…123,022$2.36M0.01%+9,09013F-HRTimeline
Raleigh Capital Management Inc.121,399$2.33M0.8%+5,22913F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC119,686$2.3M1.64%new13F-HRTimeline
HighTower Advisors, LLC119,181$2.29M<0.01%+3,26713F-HRTimeline
Intrua Financial, LLC117,131$2.25M0.24%-3,76013F-HRTimeline
Lynx Investment Advisory115,990$2.23M1.06%+56,50313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC108,599$2.08M<0.01%+17,54913F-HRTimelineGroup
Henderson Brothers Financial Partners, …105,236$2.02M0.51%13F-HRTimeline
Good Harbor Advisors, Inc.101,987$1.96M2.14%013F-HRTimeline
Financial & Tax Architects, LLC82,275$1.58M0.35%+26,65713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO73,985$1.42M<0.01%-2,04613F-HR/ATimelineGroup
McNamara Financial Services, Inc.73,944$1.42M0.27%+4,02113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.73,755$1.42M0.53%-2013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.74,117$1.41M0.01%+13,31713F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP72,114$1.38M0.05%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…67,411$1.29M0.01%+5,44213F-HRTimelineGroup
Capital Investment Management, Inc.62,197$1.19M0.41%+6,35713F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC60,724$1.17M0.32%+3,49213F-HRTimeline
Parallel Advisors, LLC58,132$1.12M0.02%new13F-HR/ATimeline
Nest Investments, LLC57,447$1.1M0.9%+8,43913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,295$1.08M<0.01%+51413F-HRTimelineGroup
Simplicity Wealth,LLC54,399$1.04M0.06%+10,13913F-HRTimeline
Elevation Capital Advisory, LLC54,144$1.04M0.44%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,754$1.03M<0.01%+8,47213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,854$1.01M<0.01%+12,48113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC52,248$1M0.02%+1,12613F-HRTimelineGroup
Sharkey, Howes & Javer50,748$974K0.13%-15,60113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management47,538$912K0.01%-7,42413F-HRTimelineGroup
Beacon Pointe Advisors, LLC45,310$869K<0.01%new13F-HRTimeline
Breakwater Capital Group44,962$863K0.12%+8,89513F-HRTimeline
Addison Capital Co43,565$836K0.15%new13F-HRTimeline
Sanctuary Advisors, LLC40,422$776K<0.01%+15,13213F-HRTimeline
HARBOUR INVESTMENTS, INC.38,894$746K0.01%+7,01913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC36,491$700K0.02%+1,64513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,289$658K<0.01%-831,23513F-HRTimelineGroup
Comprehensive Money Management Services…32,817$630K0.41%013F-HRTimeline
NOVUS ADVISORS, LLC32,741$628K1.41%+38813F-HRTimeline
MML INVESTORS SERVICES, LLC32,614$626K<0.01%+7,08313F-HRTimeline
Farther Finance Advisors, LLC32,447$620K0.01%-4,67813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV32,024$615K0.04%+57913F-HRTimeline
Orion Porfolio Solutions, LLC29,351$563K<0.01%+1,92813F-HRTimeline
17 CAPITAL PARTNERS, LLC27,468$527K0.27%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…25,812$495K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,356$467K<0.01%-7,33813F-HRTimelineGroup
RFG Advisory, LLC23,138$444K0.01%+1,07813F-HRTimeline
Signal Advisors Wealth, LLC23,008$442K0.03%-5313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.22,516$432K0.78%+4,66613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,327$390K<0.01%+1,14213F-HRTimelineGroup
Midwest Financial Network, LLC20,269$389K0.31%+5,70313F-HRTimeline
Pallas Capital Advisors LLC20,026$384K0.01%013F-HRTimeline
Sigma Planning Corp19,733$379K0.01%+84713F-HRTimeline
Lifeworks Advisors, LLC19,193$368K0.05%-18913F-HRTimeline
Balboa Wealth Partners19,123$367K0.06%-17413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.17,954$345K0.11%+97213F-HRTimeline
Private Advisor Group, LLC17,678$339K<0.01%-5,61013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,307$332K<0.01%new13F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC16,608$319K0.09%+81513F-HRTimeline
Legacy Wealth Partners, LLC16,445$316K0.08%+1,19213F-HRTimeline
Argent Trust Co15,216$292K0.01%-8113F-HRTimeline
AE Wealth Management LLC15,132$290K<0.01%+1,08513F-HRTimeline
Maridea Wealth Management LLC14,488$278K0.04%-27,08213F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC14,144$271K0.22%013F-HRTimeline
Sowell Financial Services LLC14,007$269K0.01%+2,33613F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…13,950$268K0.02%13F-HRTimelineGroup
RCW Management, LLC13,798$265K0.27%013F-HRTimeline
PCB Capital LLC13,751$264K0.42%+94913F-HRTimeline
PFG Investments, LLC13,039$250K0.01%+413F-HRTimeline
Main Street Group, LTD12,574$241K0.07%013F-HRTimeline
Regal Investment Advisors LLC12,240$235K0.01%new13F-HRTimeline
True Vision MN LLC12,212$234K0.12%+2,02613F-HRTimeline
Modern Wealth Management, LLC12,131$232K<0.01%-8,44113F-HRTimeline
Accelerate Investment Advisors LLC11,995$230K0.15%-73713F-HRTimeline
Atria Investments, Inc11,769$226K<0.01%new13F-HRTimeline
Hyundai Investments Co., Ltd.11,679$224K0.25%-4,70513F-HRTimeline
PMG Wealth Management, Inc.10,426$199K0.14%-2,03513F-HRTimeline
SCOTIA CAPITAL INC.10,000$192K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC8,386$161K0.12%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,038$154K<0.01%+93013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.7,442$143K0.09%-62113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,339$140K<0.01%+4,69013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,177$99.3K<0.01%-11413F-HR/ATimelineGroup
MATHER GROUP, LLC.4,777$91.7K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,917$75.2K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC3,831$74K<0.01%-14013F-HRTimelineGroup
IFP Advisors, Inc3,368$64.6K<0.01%-21613F-HRTimeline
FMR LLCin group FMR LLC3,149$60.4K<0.01%-2,43713F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC2,750$52.8K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC2,671$51.3K<0.01%+48413F-HRTimelineGroup
Qube Research & Technologies Ltd2,545$48.8K<0.01%+13613F-HRTimeline
Advisory Services Network, LLC2,023$38.8K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,829$35.1K<0.01%new13F-HRTimeline
Triumph Capital Management1,536$29.5K0.01%+14113F-HRTimeline
TD Waterhouse Canada Inc.1,489$28.4K<0.01%+813F-HRTimeline
Allworth Financial LP1,004$19.3K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.964$18.5K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC918$17.6K<0.01%+30813F-HRTimeline
Root Financial Partners, LLC780$15K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.667$12.8K<0.01%-213F-HRTimeline
Clearstead Advisors, LLC534$10.2K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/508$9.75K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC476$9.13K<0.01%-32713F-HRTimeline
LANARK FINANCIAL, INC.380$7.29K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA359$6.89K<0.01%+2113F-HRTimeline
Aptus Capital Advisors, LLC355$6.81K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…293$5.62K<0.01%-5,55313F-HRTimelineGroup
Rossby Financial, LCC129$2.46K<0.01%013F-HRTimeline
Covestor Ltd108$2K<0.01%+5213F-HRTimeline
CoreCap Advisors, LLC95$1.82K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.91$1.75K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC64$1.23K<0.01%-213F-HRTimeline
Merkkuri Wealth Advisors LLC62$1.2K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC13$249<0.01%new13F-HRTimeline
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline