SS SPDR BB 1-10YR Tips ETFTIPXETF
13F holders, Q1 2024 (March 31)143holders
1famous investor
$18.64avg. 13F price*
At the end of Q1 2024, 143 institutions reported holding SS SPDR BB 1-10YR Tips ETF (TIPX) in their 13F filings. The largest holders were State Street Corp. ($852.9M), LPL Financial LLC ($92.0M) and St Germain D J Co. Inc. ($16.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR BB 1-10YR Tips ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78468R861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $7.7M |
| Exits | 23 | $12.4M |
Ownership 143 holders
| State Street Corp. | 0.04% | Add +4.8% | 45,758,366 | $852.9M |
| LPL Financial LLC | 0.05% | Reduce -11.5% | 4,934,316 | $92.0M |
| St Germain D J Co. Inc. | 0.81% | Add +25.4% | 889,045 | $16.6M |
| Bank of America Corp. | 0.00% | Add +0.6% | 865,615 | $16.1M |
| Brio Consultants, LLC | 2.34% | Add +9.2% | 743,711 | $13.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -11.8% | 730,200 | $13.6M |
| Signet Financial Management, LLC | 1.35% | Add +5.8% | 526,239 | $9.8M |
| Stadion Money Management, LLC | 0.63% | Add +0.4% | 522,327 | $9.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +406.6% | 506,608 | $9.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +10.3% | 408,527 | $7.6M |
| Assetmark, Inc. | 0.02% | Reduce -40.5% | 394,622 | $7.4M |
| Alesco Advisors, LLC, An ESL Co | 0.18% | Reduce -0.6% | 297,264 | $5.5M |
| Continuum Advisory, LLC | 0.80% | Add +3.9% | 290,387 | $5.3M |
| Aspire Private Capital, LLC | 1.31% | Reduce -18.0% | 267,600 | $5.0M |
| Treasure Coast Financial Planning | 2.40% | Add +2.8% | 196,800 | $3.7M |
| Cetera Investment Advisers | 0.01% | Reduce -16.5% | 195,545 | $3.6M |
| Pinnacle Wealth Planning Services, Inc. | 0.53% | Add +2.5% | 192,292 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.9% | 181,872 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.1% | 180,416 | $3.4M |
| Certified Advisory Corp | 0.45% | Add +2.2% | 173,831 | $3.2M |
| Morgan Stanley | 0.00% | Reduce -57.1% | 167,686 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +39.2% | 161,048 | $3.0M |
| Raymond James & Associates | 0.00% | Reduce -7.7% | 138,612 | $2.6M |
| Park Avenue Securities LLC | 0.03% | Reduce -10.9% | 129,291 | $2.4M |
| Farther Finance Advisors, LLC | 0.14% | Reduce -5.3% | 120,234 | $2.2M |
| Hibernia Wealth Partners, LLC | 1.48% | Reduce -19.5% | 116,316 | $2.2M |
| ICA Group Wealth Management, LLC | 0.38% | Reduce -17.5% | 100,627 | $1.9M |
| GeoWealth Management, LLC | 0.07% | Reduce -31.5% | 93,005 | $1.7M |
| Citadel Advisors | 0.00% | New | 89,899 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -20.1% | 89,320 | $1.7M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -0.4% | 88,341 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +28.9% | 85,088 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -8.9% | 84,246 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -8.9% | 84,246 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -66.6% | 82,232 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -43.5% | 82,196 | $1.5M |
| Mutual Advisors, LLC | 0.05% | Reduce -3.1% | 78,463 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.6% | 71,210 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -1.8% | 67,876 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | No change | 65,004 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.31% | New | 64,500 | $1.2M |
| Raleigh Capital Management Inc. | 0.51% | Reduce -29.0% | 63,074 | $1.2M |
| Sheets Smith Wealth Management | 0.13% | Add +4.4% | 62,702 | $1.2M |
| Afg Fiduciary Services Limited Partnership | 0.83% | Reduce -54.7% | 60,609 | $1.1M |
| Flow Traders U.S. LLC | 0.06% | New | 59,152 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 58,113 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -26.8% | 53,890 | $1.0M |
| UBS Group AG | 0.00% | Add +7.0% | 53,470 | $997K |
| McNamara Financial Services, Inc. | 0.20% | Reduce -21.5% | 49,475 | $922K |
| Capital Wealth Management, LLC | 0.41% | Reduce -9.8% | 46,165 | $861K |
| Stifel Financial Corp. | 0.00% | Add +144.2% | 43,734 | $815K |
| Global Retirement Partners, LLC | 0.03% | Add +4.8% | 41,180 | $768K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -30.0% | 39,908 | $744K |
| Redwood Financial Network Corp | 0.65% | Add +72.5% | 39,873 | $743K |
| Belpointe Asset Management LLC | 0.05% | Reduce -15.1% | 38,043 | $709K |
| Kestra Advisory Services, LLC | 0.00% | Add +107.2% | 34,891 | $650K |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -23.3% | 33,712 | $628K |
| Kelly Financial Services LLC | 0.24% | Reduce -29.9% | 33,254 | $620K |
| Tidemark, LLC | 0.33% | Reduce -34.4% | 32,091 | $598K |
| Valmark Advisers, Inc. | 0.01% | Reduce -16.9% | 31,001 | $578K |
| Truist Financial Corp. | 0.00% | Add +2.0% | 28,552 | $532K |
| Simplicity Wealth,LLC | 0.01% | Add +0.3% | 27,758 | $517K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.0% | 27,557 | $514K |
| Bank of Montreal | 0.00% | New | 25,800 | $481K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -7.9% | 23,944 | $446K |
| Financial Advocates Investment Management | 0.03% | Reduce -3.5% | 23,317 | $435K |
| 17 Capital Partners, LLC | 0.31% | New | 22,211 | $414K |
| RFG Advisory, LLC | 0.01% | Reduce -44.0% | 21,767 | $406K |
| Argent Trust Co | 0.02% | Reduce -17.9% | 21,252 | $396K |
| FSB Premier Wealth Management, Inc. | 0.18% | Reduce -33.8% | 21,130 | $394K |
| HRT Financial LP | 0.00% | New | 20,386 | $379K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -33.8% | 20,410 | $375K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -9.0% | 19,877 | $371K |
| Napa Wealth Management | 0.20% | New | 19,884 | $371K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -86.0% | 18,664 | $348K |
| Harbour Investments, Inc. | 0.01% | Reduce -28.6% | 18,218 | $340K |
| Walkner Condon Financial Advisors LLC | 0.07% | Add +4.7% | 18,198 | $339K |
| Capital Wealth Alliance, LLC | 0.20% | Reduce -17.4% | 18,167 | $339K |
| Balboa Wealth Partners | 0.10% | Reduce -14.5% | 17,516 | $326K |
| Blodgett Wealth Advisors, LLC | 0.27% | No change | 16,210 | $302K |
| Western Wealth Management, LLC | 0.02% | Reduce -53.5% | 15,992 | $298K |
| Addison Capital Co | 0.15% | Add +41.0% | 15,935 | $297K |
| Merit Financial Group, LLC | 0.01% | Add +17.5% | 15,595 | $286K |
| Brookstone Capital Management | 0.01% | Add +0.1% | 15,167 | $283K |
| Austin Private Wealth, LLC | 0.03% | Reduce -19.1% | 14,900 | $275K |
| Cwm, LLC | 0.00% | Add +15.0% | 14,707 | $274K |
| Canandaigua National Bank & Trust Co. | 0.04% | No change | 13,950 | $260K |
| Sigma Planning Corp | 0.01% | Add +31.7% | 13,735 | $256K |
| Bank of New York Mellon Corp | 0.00% | New | 13,535 | $252K |
| Keystone Financial Group | 0.04% | Reduce -4.1% | 13,349 | $249K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -33.0% | 13,188 | $246K |
| AE Wealth Management LLC | 0.00% | Reduce -92.5% | 12,721 | $237K |
| Richardson Financial Services Inc. | 0.17% | Reduce -32.5% | 12,601 | $235K |
| Main Street Group, LTD | 0.11% | No change | 12,574 | $232K |
| Revisor Wealth Management LLC | 0.10% | Reduce -19.1% | 12,110 | $225K |
| L.M. Kohn & Company | 0.06% | Reduce -4.0% | 11,715 | $218K |
| Commonwealth Equity Services, LLC | 0.00% | New | 11,514 | $215K |
| Cedar Brook Financial Partners, LLC | 0.04% | New | 11,254 | $210K |
| Qube Research & Technologies Ltd | 0.00% | Add +22.4% | 10,641 | $198K |
| Mariner, LLC | 0.00% | Reduce -11.9% | 10,338 | $193K |
"% of holder's portfolio" is TIPX's weight in each manager's 13F, not the share of SS SPDR BB 1-10YR Tips ETF the manager owns.