SS SPDR P Tips ETFSPIPETF
13F holders, Q1 2024 (March 31)237holders
1famous investor
$25.62avg. 13F price*
At the end of Q1 2024, 237 institutions reported holding SS SPDR P Tips ETF (SPIP) in their 13F filings. The largest holders were Lincoln National Corp. ($213.9M), Charles Schwab Investment Advisory, Inc. ($90.6M) and State Street Corp. ($50.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P Tips ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A656
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $17.5M |
| Exits | 26 | $13.4M |
Ownership 237 holders
| Lincoln National Corp. | 3.34% | Add +3.2% | 8,350,188 | $213.9M |
| Charles Schwab Investment Advisory, Inc. | 0.12% | Reduce -3.6% | 3,536,643 | $90.6M |
| State Street Corp. | 0.00% | Add +3.0% | 1,987,907 | $50.9M |
| LPL Financial LLC | 0.02% | Reduce -10.4% | 1,624,271 | $41.6M |
| Great Valley Advisor Group, Inc. | 0.93% | Add +29.5% | 1,190,327 | $30.5M |
| Pure Financial Advisors, LLC | 0.95% | Reduce -0.8% | 1,189,760 | $30.5M |
| Cerity Partners LLC | 0.06% | Reduce -18.7% | 899,700 | $23.1M |
| Stadion Money Management, LLC | 1.46% | Add +1.4% | 886,269 | $22.6M |
| Bank of America Corp. | 0.00% | Reduce -47.6% | 818,055 | $21.0M |
| Cannon Financial Strategists, Inc. | 3.37% | Add +10.3% | 669,849 | $17.2M |
| Valtinson Bruner Financial Planning LLC | 6.55% | Add +62.2% | 599,926 | $15.4M |
| Morgan Stanley | 0.00% | Reduce -21.1% | 591,006 | $15.1M |
| Willow Creek Wealth Management Inc. | 1.69% | Add +0.8% | 564,063 | $14.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.3% | 448,357 | $11.5M |
| Bank of Montreal | 0.00% | New | 438,347 | $11.3M |
| Susquehanna International Group, LLP | 0.01% | Add +788.5% | 378,519 | $9.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.7% | 368,308 | $9.4M |
| Greenline Partners, LLC | 1.33% | Reduce -24.5% | 326,870 | $8.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +23.2% | 323,777 | $8.3M |
| Foundations Investment Advisors, LLC | 0.21% | Reduce -4.9% | 319,619 | $8.2M |
| Mosley Wealth Management | 7.63% | Reduce -9.3% | 317,309 | $8.1M |
| Wells Fargo & Company | 0.00% | Reduce -4.0% | 313,026 | $8.0M |
| Prentice Wealth Management LLC | 2.47% | Add +3.9% | 277,253 | $7.1M |
| Tiaa Trust, National Association | 0.02% | Reduce -7.9% | 276,851 | $7.1M |
| Wooster Corthell Wealth Management, Inc. | 1.62% | Add +4.3% | 275,856 | $7.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.1% | 270,794 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Add +18.1% | 251,689 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.0% | 233,114 | $6.0M |
| Rinkey Investments | 2.10% | Add +2.9% | 224,399 | $5.7M |
| Treasure Coast Financial Planning | 3.74% | Add +0.1% | 223,322 | $5.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.0% | 214,173 | $5.5M |
| Aquire Wealth Advisors, LLC | 1.69% | Add +0.4% | 189,041 | $4.8M |
| ERn Financial, LLC | 0.83% | Add +2.0% | 187,711 | $4.8M |
| Collaborative Wealth Managment Inc. | 2.31% | Reduce -2.4% | 179,884 | $4.6M |
| Phillips Financial Management, LLC | 0.37% | Reduce -2.8% | 174,170 | $4.5M |
| St Germain D J Co. Inc. | 0.22% | Reduce -31.6% | 173,465 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +35.1% | 159,708 | $4.1M |
| Integrity Wealth Solutions LLC | 2.57% | Reduce -7.7% | 153,455 | $3.9M |
| Truist Financial Corp. | 0.01% | Reduce -3.3% | 151,972 | $3.9M |
| IFG Advisory, LLC | 0.26% | Reduce -0.5% | 136,781 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.0% | 129,710 | $3.3M |
| Cape Cod Five Cents Savings Bank | 0.31% | Reduce -5.2% | 127,527 | $3.3M |
| Insight Advisors, LLC/ PA | 0.58% | Add +4.5% | 117,092 | $3.0M |
| Gries Financial LLC | 0.50% | Add +5.1% | 116,423 | $3.0M |
| Jane Street Group, LLC | 0.00% | Reduce -42.7% | 113,432 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -36.1% | 113,204 | $2.9M |
| SeaBridge Investment Advisors LLC | 0.73% | Add +3.3% | 107,680 | $2.8M |
| UBS Group AG | 0.00% | Reduce -43.7% | 98,486 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -0.4% | 97,989 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -44.2% | 96,150 | $2.5M |
| NewEdge Advisors, LLC | 0.02% | Add +86.6% | 94,655 | $2.4M |
| Flagstar Securities, Inc. | 0.67% | Reduce -15.9% | 93,235 | $2.4M |
| Allen Capital Group, LLC | 0.35% | Add +4.7% | 93,074 | $2.4M |
| Keystone Financial Group | 0.35% | Add +6.8% | 92,560 | $2.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.1% | 87,898 | $2.3M |
| SigFig Wealth Management, LLC | 0.08% | Reduce -7.4% | 86,632 | $2.2M |
| Verde Capital Management | 0.76% | Add +5.0% | 86,714 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +147.9% | 80,485 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -3.4% | 74,810 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.4% | 73,420 | $1.9M |
| Security Financial Services, INC. | 0.42% | Add +13.3% | 72,025 | $1.8M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -1.4% | 62,436 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -53.4% | 61,149 | $1.6M |
| Busey Bank | 0.05% | Reduce -12.1% | 60,193 | $1.5M |
| Continuum Advisory, LLC | 0.23% | Add +9.6% | 59,421 | $1.5M |
| BIP Wealth, LLC | 0.10% | Add +8.2% | 53,930 | $1.4M |
| Ascent Group, LLC | 0.11% | Add +29.7% | 50,444 | $1.3M |
| Cwm, LLC | 0.01% | Reduce -15.0% | 50,396 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +4.4% | 49,389 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -0.9% | 47,525 | $1.2M |
| Wealthcare Capital Management LLC | 0.13% | Reduce -5.0% | 47,086 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.31% | No change | 46,768 | $1.2M |
| City State Bank | 0.51% | Reduce -21.2% | 45,355 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.20% | Add +19.4% | 45,300 | $1.2M |
| West Wealth Group, LLC | 0.42% | New | 44,510 | $1.1M |
| Northwest Capital Management Inc | 0.36% | Reduce -11.1% | 44,352 | $1.1M |
| Detalus Advisors, LLC | 0.40% | Add +11.1% | 44,165 | $1.1M |
| Fulton Breakefield Broenniman LLC | 0.09% | Add +71.3% | 43,544 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.4% | 43,121 | $1.1M |
| Ehrlich Financial Group | 0.90% | New | 41,503 | $1.1M |
| Southland Equity Partners LLC | 0.29% | Reduce -3.1% | 39,846 | $1.0M |
| Aspect Partners, LLC | 0.79% | Add +12.5% | 39,303 | $1.0M |
| Wealth Advisory Solutions, LLC | 0.26% | New | 39,246 | $1.0M |
| Resonant Capital Advisors, LLC | 0.08% | Reduce -0.0% | 36,381 | $932K |
| Level Four Advisory Services, LLC | 0.05% | No change | 36,229 | $926K |
| Raymond James & Associates | 0.00% | Add +35.8% | 35,789 | $917K |
| Bridge Advisory, LLC | 0.45% | Reduce -25.0% | 35,778 | $917K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Reduce -25.3% | 35,077 | $899K |
| SMART Wealth LLC | 0.38% | Reduce -60.3% | 32,891 | $843K |
| Comerica Bank | 0.00% | Add +755.5% | 31,891 | $817K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -26.7% | 31,602 | $810K |
| Modera Wealth Management, LLC | 0.01% | New | 31,297 | $802K |
| Lido Advisors, LLC | 0.01% | No change | 30,994 | $794K |
| Jacobi Capital Management LLC | 0.07% | Add +45.5% | 27,600 | $707K |
| Glen Eagle Advisors, LLC | 0.13% | Reduce -5.6% | 26,943 | $690K |
| PFG Advisors | 0.05% | Reduce -13.4% | 26,906 | $689K |
| Hobart Private Capital, LLC | 0.21% | Reduce -3.4% | 26,695 | $684K |
| Equitable Holdings, Inc. | 0.01% | Add +2.9% | 26,545 | $680K |
| Global Retirement Partners, LLC | 0.03% | Reduce -1.9% | 26,480 | $678K |
| Tidemark, LLC | 0.37% | Add +496.8% | 26,168 | $670K |
"% of holder's portfolio" is SPIP's weight in each manager's 13F, not the share of SS SPDR P Tips ETF the manager owns.