SS SPDR P Tips ETFSPIPETF

13F holders, Q1 2025 (March 31)
219holders −2
20new positions
18sold out
1famous investor
$26.37avg. 13F price*

At the end of Q1 2025, 219 institutions reported holding SS SPDR P Tips ETF (SPIP) in their 13F filings, down 2 from Q4 2024. 20 opened new positions and 18 sold out. The largest holders were Charles Schwab Investment Management Inc. ($87.6M), Cwm, LLC ($72.2M) and State Street Corp. ($46.5M). 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 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions20$14.2M
Exits18$3.3M

All 13F filers, Q4 2024 → Q1 2025: 4,441,363 shares bought and 2,340,969 shares sold, net +2,100,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 219 holders

Charles Schwab Investment Management Inc. 0.02% Reduce -4.7% 3,321,674 $87.6M
Cwm, LLC 0.29% Add +8652.4% 2,738,009 $72.2M
State Street Corp. 0.00% Reduce -4.9% 1,761,103 $46.5M
3EDGE Asset Management, LP 2.46% Add +76.1% 1,379,050 $36.2M
LPL Financial LLC 0.01% Reduce -11.4% 1,372,645 $36.2M
Pure Financial Advisors, LLC 0.61% Reduce -3.8% 1,101,027 $29.0M
Cerity Partners LLC 0.05% Add +0.4% 899,523 $23.7M
Cannon Financial Strategists, Inc. 3.69% Add +5.5% 814,741 $21.5M
Stadion Money Management, LLC 1.87% Reduce -6.6% 709,475 $18.7M
Bank of America Corp. 0.00% Reduce -42.3% 681,528 $18.0M
Willow Creek Wealth Management Inc. 1.55% Add +0.5% 603,368 $15.9M
Hughes Financial Services, LLC 3.05% Add +4.3% 594,581 $15.6M
Morgan Stanley 0.00% Add +27.5% 545,485 $14.4M
Envestnet Asset Management Inc. 0.00% Reduce -4.5% 349,049 $9.2M
Great Valley Advisor Group, Inc. 0.17% Reduce -10.2% 299,487 $7.9M
Wooster Corthell Wealth Management, Inc. 1.60% Reduce -2.2% 296,411 $7.8M
ACT Advisors, LLC. 4.14% New 288,973 $7.6M
Wells Fargo & Company 0.00% Reduce -2.5% 279,359 $7.4M
Tiaa Trust, National Association 0.02% Add +80.9% 277,765 $7.3M
ERn Financial, LLC 0.98% Add +1.9% 235,098 $6.2M
Aquire Wealth Advisors, LLC 1.73% Reduce -0.9% 213,563 $5.6M
Raymond James Financial Inc. 0.00% Reduce -19.2% 164,791 $4.3M
IFG Advisory, LLC 0.24% Add +7.2% 161,323 $4.3M
Fulton Breakefield Broenniman LLC 0.27% Add +23.5% 143,968 $3.8M
Truist Financial Corp. 0.01% Reduce -9.0% 125,177 $3.3M
SeaBridge Investment Advisors LLC 0.71% Add +21.4% 124,529 $3.3M
Financial Engines Advisors L.L.C. 0.01% Add +8.2% 123,508 $3.3M
Private Advisor Group, LLC 0.02% Add +6.3% 118,479 $3.1M
Bank of New York Mellon Corp 0.00% Reduce -1.8% 115,786 $3.1M
Greenline Partners, LLC 0.44% Reduce -64.6% 115,508 $3.0M
Garde Capital, Inc. 0.17% New 113,259 $3.0M
Verde Capital Management 0.81% Reduce -1.0% 107,324 $2.8M
Wealthcare Advisory Partners LLC 0.07% Add +0.8% 99,470 $2.6M
Integrity Wealth Solutions LLC 1.39% Reduce -5.5% 97,087 $2.6M
Note Advisors, LLC 2.03% Reduce -5.3% 93,205 $2.5M
Phillips Financial Management, LLC 0.19% Reduce -5.1% 92,720 $2.4M
Cape Cod Five Cents Savings Bank 0.21% No change 87,423 $2.3M
Allen Capital Group, LLC 0.26% Reduce -4.9% 87,031 $2.3M
St Germain D J Co. Inc. 0.10% Reduce -22.0% 80,982 $2.1M
Jane Street Group, LLC 0.00% Add +267.0% 80,284 $2.1M
Cetera Investment Advisers 0.00% Add +2.6% 79,673 $2.1M
Rinkey Investments 0.67% Reduce -10.4% 79,565 $2.1M
Flow Traders U.S. LLC 0.09% Reduce -43.0% 77,915 $2.1M
SigFig Wealth Management, LLC 0.07% Reduce -5.0% 69,855 $1.9M
Janney Montgomery Scott LLC 0.01% Reduce -54.5% 72,873 $1.9M
Continuum Advisory, LLC 0.22% Add +4.6% 65,544 $1.7M
Goldman Sachs Group Inc. 0.00% Reduce -5.5% 65,100 $1.7M
Susquehanna International Group, LLP 0.00% Add +324.8% 59,743 $1.6M
Altfest L J & Co. Inc. 0.19% Add +192.8% 56,941 $1.5M
Geneos Wealth Management Inc. 0.05% Reduce -12.7% 55,135 $1.5M
Royal Bank of Canada 0.00% Reduce -43.4% 53,776 $1.4M
Wealthcare Capital Management LLC 0.14% Add +13.9% 53,250 $1.4M
MML Investors Services, LLC 0.00% Reduce -5.7% 52,040 $1.4M
UBS Group AG 0.00% Add +7.5% 50,679 $1.3M
Ehrlich Financial Group 0.96% New 49,692 $1.3M
Mariner, LLC 0.00% Reduce -18.8% 48,432 $1.3M
Busey Bank 0.04% Reduce -3.2% 45,534 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -24.8% 43,931 $1.2M
City State Bank 0.37% No change 42,675 $1.1M
Jacobi Capital Management LLC 0.08% Add +2.2% 40,795 $1.1M
Cary Street Partners Financial LLC 0.03% Reduce -2.0% 39,021 $1.0M
Level Four Advisory Services, LLC 0.04% Add +6.9% 38,551 $1.0M
Resonant Capital Advisors, LLC 0.07% Reduce -0.3% 38,371 $1.0M
Wealth Advisory Solutions, LLC 0.26% Reduce -6.9% 37,681 $994K
Global View Capital Management LLC 0.36% Reduce -15.6% 37,447 $988K
Flagstar Securities, Inc. 0.25% Reduce -41.7% 37,414 $987K
Southland Equity Partners LLC 0.23% Reduce -0.1% 36,950 $975K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.4% 36,464 $962K
Treasure Coast Financial Planning 0.60% Reduce -11.6% 36,428 $961K
Ameriprise Financial Inc. 0.00% Reduce -16.7% 35,533 $937K
BIP Wealth, LLC 0.06% Reduce -11.7% 34,892 $920K
Leading Edge Financial Planning LLC 0.28% Add +0.5% 33,392 $881K
Ameriflex Group, Inc. 0.35% Reduce -1.5% 32,646 $861K
Stonehaven Wealth & Tax Solutions, LLC 0.87% Add +0.8% 31,146 $822K
Modera Wealth Management, LLC 0.01% No change 31,041 $819K
Lido Advisors, LLC 0.00% No change 30,994 $818K
Citadel Advisors 0.00% Add +0.4% 30,771 $812K
Advisors Asset Management, Inc. 0.01% Add +10.4% 29,912 $789K
Comerica Bank 0.00% Reduce -0.8% 29,809 $786K
Commonwealth Equity Services, LLC 0.00% Reduce -13.1% 28,217 $744K
Auour Investments LLC 0.24% Reduce -2.2% 25,261 $662K
Gries Financial LLC 0.13% Reduce -80.1% 25,045 $661K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -16.4% 24,006 $633K
Foundations Investment Advisors, LLC 0.01% Add +8.9% 23,826 $629K
Larson Financial Group LLC 0.03% Add +12.0% 23,334 $616K
Charles Schwab Trust Co 0.05% Add +25.7% 23,209 $612K
Sheets Smith Wealth Management 0.07% No change 22,466 $593K
Creative Planning 0.00% Reduce -4.6% 21,329 $563K
Ridgewood Investments LLC 0.25% Reduce -2.6% 20,417 $539K
First National Corp. /Ma/ 0.11% No change 19,735 $521K
Collaborative Wealth Managment Inc. 0.23% Reduce -25.3% 18,414 $486K
OneDigital Investment Advisors LLC 0.01% Reduce -3.6% 18,179 $480K
Post Resch Tallon Group Inc. 0.49% Reduce -5.3% 18,028 $473K
Fifth Third Securities, Inc. 0.04% Add +35.7% 17,501 $462K
Valtinson Bruner Financial Planning LLC 0.15% Reduce -7.2% 17,105 $451K
HighTower Advisors, LLC 0.00% Reduce -3.4% 16,917 $446K
Prentice Wealth Management LLC 0.13% Reduce -95.1% 16,849 $444K
KWB Wealth 0.05% Reduce -4.9% 17,458 $442K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% No change 16,589 $438K
Kestra Advisory Services, LLC 0.00% Reduce -9.4% 16,514 $436K

"% 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 219 holders