SS SPDR P Tips ETFSPIPETF

13F holders, Q4 2024 (December 31)
221holders +11
21new positions
22sold out
1famous investor
$25.32avg. 13F price*

At the end of Q4 2024, 221 institutions reported holding SS SPDR P Tips ETF (SPIP) in their 13F filings, up 11 from Q3 2024. 21 opened new positions and 22 sold out. The largest holders were Charles Schwab Investment Management Inc. ($88.2M), State Street Corp. ($46.9M) and LPL Financial LLC ($39.2M). 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 (Q4 2024)
CUSIP
78464A656
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 237Q1 2024Q2 2024: 226Q2 2024Q3 2024: 210Q3 2024Q4 2024: 221Q4 2024Q1 2025: 219Q1 2025Q2 2025: 214Q2 2025Q3 2025: 210Q3 2025Q4 2025: 213Q4 2025Q1 2026: 210Q1 2026Q2 2026: 200Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions21$23.7M
Exits22$4.6M

All 13F filers, Q3 2024 → Q4 2024: 1,886,445 shares bought and 1,351,462 shares sold, net +534,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 221 holders

Charles Schwab Investment Management Inc. 0.02% Reduce -3.3% 3,485,744 $88.2M
State Street Corp. 0.00% Reduce -0.7% 1,851,273 $46.9M
LPL Financial LLC 0.02% Add +9.5% 1,549,007 $39.2M
Bank of America Corp. 0.00% Add +68.1% 1,181,354 $29.9M
Pure Financial Advisors, LLC 0.66% Reduce -1.4% 1,144,983 $29.0M
Cerity Partners LLC 0.05% Add +0.8% 895,945 $22.7M
3EDGE Asset Management, LP 1.22% New 782,945 $19.8M
Cannon Financial Strategists, Inc. 3.35% Add +7.6% 772,291 $19.5M
Stadion Money Management, LLC 1.50% Add +0.3% 759,521 $19.2M
Willow Creek Wealth Management Inc. 1.55% Add +4.0% 600,290 $15.2M
Hughes Financial Services, LLC 2.96% — 569,946 $14.4M
Morgan Stanley 0.00% Reduce -3.7% 427,970 $10.8M
Envestnet Asset Management Inc. 0.00% Reduce -4.3% 365,650 $9.3M
Prentice Wealth Management LLC 2.52% Add +5.1% 344,157 $8.7M
Great Valley Advisor Group, Inc. 0.19% Reduce -15.2% 333,303 $8.4M
Greenline Partners, LLC 1.16% Reduce -1.9% 326,225 $8.3M
Wooster Corthell Wealth Management, Inc. 1.67% Add +0.5% 303,110 $7.7M
Wells Fargo & Company 0.00% Reduce -3.1% 286,553 $7.3M
ERn Financial, LLC 0.88% Add +5.5% 230,742 $5.8M
Aquire Wealth Advisors, LLC 1.69% Add +6.0% 215,418 $5.5M
Raymond James Financial Inc. 0.00% — 204,026 $5.2M
Janney Montgomery Scott LLC 0.01% Reduce -45.1% 160,010 $4.0M
Tiaa Trust, National Association 0.01% Add +5.1% 153,560 $3.9M
IFG Advisory, LLC 0.22% Add +8.7% 150,516 $3.8M
Truist Financial Corp. 0.01% Add +1.5% 137,499 $3.5M
Flow Traders U.S. LLC 0.14% Reduce -61.8% 136,607 $3.5M
Gries Financial LLC 0.57% Add +3.1% 126,128 $3.2M
Bank of New York Mellon Corp 0.00% Reduce -9.3% 117,863 $3.0M
Fulton Breakefield Broenniman LLC 0.21% Add +88.6% 116,575 $3.0M
Financial Engines Advisors L.L.C. 0.01% Reduce -6.2% 114,116 $2.9M
Private Advisor Group, LLC 0.02% Reduce -0.3% 111,465 $2.8M
Verde Capital Management 0.77% Add +9.8% 108,375 $2.7M
St Germain D J Co. Inc. 0.12% Reduce -20.1% 103,776 $2.6M
Integrity Wealth Solutions LLC 1.46% Reduce -4.5% 102,771 $2.6M
SeaBridge Investment Advisors LLC 0.54% Reduce -10.6% 102,607 $2.6M
Wealthcare Advisory Partners LLC 0.07% Reduce -0.2% 98,697 $2.5M
Note Advisors, LLC 2.21% — 98,438 $2.5M
Phillips Financial Management, LLC 0.19% Reduce -18.8% 97,736 $2.5M
Royal Bank of Canada 0.00% Add +30.7% 94,943 $2.4M
Allen Capital Group, LLC 0.28% Add +1.5% 91,519 $2.3M
Cape Cod Five Cents Savings Bank 0.20% No change 87,423 $2.3M
Rinkey Investments 0.72% Add +2.1% 88,831 $2.2M
SigFig Wealth Management, LLC 0.07% Reduce -4.6% 73,537 $2.0M
Cetera Investment Advisers 0.00% Add +0.7% 77,644 $2.0M
Goldman Sachs Group Inc. 0.00% Reduce -26.0% 68,868 $1.7M
Flagstar Securities, Inc. 0.40% Reduce -11.0% 64,216 $1.6M
Geneos Wealth Management Inc. 0.06% Add +2.0% 63,139 $1.6M
Continuum Advisory, LLC 0.20% Add +2.4% 62,682 $1.6M
Mariner, LLC 0.00% Add +61.4% 59,651 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -29.3% 58,385 $1.5M
MML Investors Services, LLC 0.00% Reduce -11.2% 55,165 $1.4M
UBS Group AG 0.00% Reduce -38.8% 47,151 $1.2M
Busey Bank 0.04% Reduce -7.1% 47,041 $1.2M
Wealthcare Capital Management LLC 0.12% Reduce -0.7% 46,749 $1.2M
Global View Capital Management LLC 0.39% — 44,364 $1.1M
City State Bank 0.38% Reduce -6.3% 42,675 $1.1M
Ameriprise Financial Inc. 0.00% Reduce -15.6% 42,640 $1.1M
Independent Advisor Alliance 0.01% New 41,872 $1.1M
Treasure Coast Financial Planning 0.69% Reduce -31.4% 41,226 $1.0M
Wealth Advisory Solutions, LLC 0.29% Add +1.9% 40,475 $1.0M
Jacobi Capital Management LLC 0.08% Add +15.5% 39,915 $1.0M
Cary Street Partners Financial LLC 0.03% — 39,816 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.6% 39,801 $1.0M
BIP Wealth, LLC 0.07% Add +9.3% 39,526 $1.0M
Resonant Capital Advisors, LLC 0.07% Add +13.6% 38,468 $974K
GTS Securities LLC 0.05% New 38,448 $973K
Southland Equity Partners LLC 0.22% Reduce -0.4% 37,004 $937K
Level Four Advisory Services, LLC 0.04% Reduce -0.8% 36,051 $912K
Ameriflex Group, Inc. 0.39% — 33,134 $849K
Leading Edge Financial Planning LLC 0.28% Add +14.8% 33,231 $841K
Commonwealth Equity Services, LLC 0.00% Reduce -16.4% 32,479 $822K
Cwm, LLC 0.00% Reduce -10.0% 31,283 $792K
Modera Wealth Management, LLC 0.01% No change 31,041 $786K
Lido Advisors, LLC 0.00% No change 30,994 $784K
Stonehaven Wealth & Tax Solutions, LLC 0.85% — 30,890 $782K
Citadel Advisors 0.00% Reduce -70.4% 30,643 $776K
Comerica Bank 0.00% Add +0.1% 30,046 $760K
Wealth Enhancement Advisory Services, LLC 0.00% Add +15.6% 28,699 $726K
Advisors Asset Management, Inc. 0.01% Add +17.3% 27,081 $685K
Auour Investments LLC 0.23% Add +6.8% 25,827 $662K
Collaborative Wealth Managment Inc. 0.28% Reduce -12.3% 24,638 $624K
Vise Technologies, Inc. 0.05% Add +73.1% 22,725 $575K
Sheets Smith Wealth Management 0.07% No change 22,466 $569K
Creative Planning 0.00% Reduce -11.0% 22,362 $566K
Foundations Investment Advisors, LLC 0.01% New 21,886 $554K
Jane Street Group, LLC 0.00% Reduce -74.0% 21,878 $554K
Northwest Capital Management Inc 0.24% Reduce -29.9% 21,773 $551K
Ridgewood Investments LLC 0.26% Reduce -13.6% 20,968 $531K
Larson Financial Group LLC 0.03% Reduce -1.4% 20,837 $527K
First National Corp. /Ma/ 0.11% No change 19,735 $499K
Wbi Investments, LLC 0.12% Add +0.5% 19,467 $493K
Altfest L J & Co. Inc. 0.06% Add +19.9% 19,446 $492K
KWB Wealth 0.06% Reduce -27.8% 18,357 $482K
Post Resch Tallon Group Inc. 0.47% — 19,035 $482K
OneDigital Investment Advisors LLC 0.01% Reduce -30.4% 18,859 $477K
Charles Schwab Trust Co 0.04% Add +122.8% 18,467 $467K
Valtinson Bruner Financial Planning LLC 0.16% Reduce -29.5% 18,439 $467K
Kestra Advisory Services, LLC 0.00% Reduce -10.2% 18,231 $461K
HighTower Advisors, LLC 0.00% New 17,510 $443K
Keystone Financial Group 0.04% Reduce -19.8% 17,425 $441K

"% 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.

Show all 221 holders