SS SPDR BB 1-10YR Tips ETFTIPXETF

13F holders, Q2 2024 (June 30)
134holders −9
8new positions
20sold out
1famous investor
$18.48avg. 13F price*

At the end of Q2 2024, 134 institutions reported holding SS SPDR BB 1-10YR Tips ETF (TIPX) in their 13F filings, down 9 from Q1 2024. 8 opened new positions and 20 sold out. The largest holders were State Street Corp. ($879.3M), LPL Financial LLC ($85.3M) and St Germain D J Co. Inc. ($17.4M). 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 (Q2 2024)
CUSIP
78468R861
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 143Q1 2024Q2 2024: 134Q2 2024Q3 2024: 123Q3 2024Q4 2024: 126Q4 2024Q1 2025: 135Q1 2025Q2 2025: 132Q2 2025Q3 2025: 134Q3 2025Q4 2025: 141Q4 2025Q1 2026: 144Q1 2026Q2 2026: 151Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions8$5.1M
Exits20$16.3M

All 13F filers, Q1 2024 → Q2 2024: 3,340,178 shares bought and 1,913,537 shares sold, net +1,426,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 134 holders

State Street Corp. 0.04% Add +4.0% 47,580,924 $879.3M
LPL Financial LLC 0.04% Reduce -6.5% 4,615,283 $85.3M
St Germain D J Co. Inc. 0.84% Add +5.7% 939,924 $17.4M
Bank of America Corp. 0.00% Add +7.2% 928,165 $17.2M
Brio Consultants, LLC 2.32% Add +2.6% 762,735 $14.1M
Envestnet Asset Management Inc. 0.00% Add +2.8% 750,406 $13.9M
Goldman Sachs Group Inc. 0.00% Add +29.7% 657,161 $12.1M
Signet Financial Management, LLC 1.32% Add +0.5% 528,995 $9.8M
Envestnet Portfolio Solutions, Inc. 0.03% Add +14.5% 467,939 $8.6M
Assetmark, Inc. 0.02% Reduce -2.7% 383,929 $7.1M
Alesco Advisors, LLC, An ESL Co 0.19% Add +3.0% 306,185 $5.7M
Treasure Coast Financial Planning 3.73% Add +55.5% 305,917 $5.7M
Jane Street Group, LLC 0.01% Add +89.5% 305,127 $5.6M
Continuum Advisory, LLC 0.77% Reduce -0.5% 288,937 $5.3M
Aspire Private Capital, LLC 1.30% Add +2.3% 273,772 $5.1M
AE Wealth Management LLC 0.04% Add +1778.4% 238,948 $4.4M
Hibernia Wealth Partners, LLC 1.50% Add +100.0% 232,681 $4.3M
Pinnacle Wealth Planning Services, Inc. 0.53% Add +4.9% 201,649 $3.7M
Cetera Investment Advisers 0.01% Reduce -13.1% 169,903 $3.1M
Certified Advisory Corp 0.38% Reduce -4.6% 165,806 $3.1M
Morgan Stanley 0.00% Reduce -8.5% 153,496 $2.8M
Osaic Holdings, Inc. 0.01% Reduce -16.7% 151,513 $2.8M
Raymond James & Associates 0.00% Reduce -2.0% 135,766 $2.5M
Park Avenue Securities LLC 0.03% Reduce -0.7% 128,412 $2.4M
Farther Finance Advisors, LLC 0.10% Reduce -4.8% 114,484 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -38.9% 110,187 $2.0M
Global Retirement Partners, LLC 0.05% Add +116.9% 89,324 $1.7M
Perigon Wealth Management, LLC 0.05% Add +0.6% 88,905 $1.6M
Retireful, LLC 0.76% New 86,952 $1.6M
Orion Porfolio Solutions, LLC 0.02% Add +1.8% 85,789 $1.6M
Orion Portfolio Solutions, LLC 0.02% Add +1.8% 85,789 $1.6M
Manufacturers Life Insurance Company, The 0.00% New 82,000 $1.5M
Mutual Advisors, LLC 0.04% Reduce -5.8% 73,884 $1.4M
Napa Wealth Management 0.91% Add +265.8% 72,734 $1.3M
Raleigh Capital Management Inc. 0.55% Add +11.5% 70,301 $1.3M
HighTower Advisors, LLC 0.00% Reduce -21.7% 66,650 $1.2M
JPMorgan Chase & Co. 0.00% Add +0.3% 65,221 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -8.5% 65,175 $1.2M
McNamara Financial Services, Inc. 0.22% Add +15.3% 57,071 $1.1M
Axxcess Wealth Management, LLC 0.03% Reduce -0.9% 53,403 $987K
Raymond James Financial Services Advisors, Inc. 0.00% Add +26.6% 50,507 $933K
UBS Group AG 0.00% Reduce -7.2% 49,613 $917K
Citadel Advisors 0.00% Reduce -45.2% 49,260 $910K
Capital Wealth Management, LLC 0.39% Add +1.0% 46,636 $862K
Stifel Financial Corp. 0.00% Add +6.2% 46,442 $858K
FMR LLC 0.00% Add +4041.3% 45,844 $847K
Landmark Wealth Management, Inc. 0.44% New 43,535 $805K
Truist Financial Corp. 0.00% Add +51.4% 43,233 $799K
Royal Bank of Canada 0.00% Reduce -47.8% 42,894 $792K
Bank of Montreal 0.00% Add +61.2% 41,600 $770K
Afg Fiduciary Services Limited Partnership 0.54% Reduce -31.6% 41,480 $768K
Meridian Wealth Management, LLC 0.09% New 40,576 $750K
Private Advisor Group, LLC 0.00% Reduce -57.0% 38,423 $710K
Redwood Financial Network Corp 0.59% Reduce -4.1% 38,252 $707K
Tidemark, LLC 0.32% Add +17.5% 37,711 $697K
Kestra Advisory Services, LLC 0.00% Add +7.0% 37,346 $690K
Valmark Advisers, Inc. 0.01% Add +7.9% 33,455 $618K
Lynx Investment Advisory 0.45% — 33,036 $611K
Sheets Smith Wealth Management 0.07% Reduce -49.8% 31,485 $582K
GeoWealth Management, LLC 0.03% Reduce -66.3% 31,344 $579K
Simplicity Wealth,LLC 0.01% Add +11.8% 31,042 $574K
NewEdge Advisors, LLC 0.00% Add +294.9% 28,893 $534K
Kelly Financial Services LLC 0.19% Reduce -14.3% 28,491 $527K
Sanctuary Advisors, LLC 0.00% — 26,970 $496K
Financial Advocates Investment Management 0.03% Add +3.0% 24,005 $444K
Pallas Capital Advisors LLC 0.02% Reduce -1.9% 23,491 $436K
17 Capital Partners, LLC 0.30% Add +1.6% 22,562 $417K
Strategic Financial Concepts, LLC 0.24% Reduce -35.2% 21,851 $404K
Argent Trust Co 0.02% Add +1.5% 21,576 $399K
Aveo Capital Partners, LLC 0.04% Add +4.3% 21,290 $393K
FSB Premier Wealth Management, Inc. 0.17% Reduce -2.4% 20,630 $381K
Harbour Investments, Inc. 0.01% Add +13.1% 20,596 $381K
RFG Advisory, LLC 0.01% Reduce -5.6% 20,542 $380K
Walkner Condon Financial Advisors LLC 0.07% Reduce -1.9% 17,850 $330K
Balboa Wealth Partners 0.09% Add +0.9% 17,673 $327K
Austin Private Wealth, LLC 0.03% Add +17.6% 17,518 $324K
PNC Financial Services Group, Inc. 0.00% Reduce -37.0% 17,357 $321K
Addison Capital Co 0.14% Add +6.7% 17,000 $314K
Merit Financial Group, LLC 0.01% Add +4.1% 16,237 $300K
Blodgett Wealth Advisors, LLC 0.25% No change 16,210 $300K
Susquehanna International Group, LLP 0.00% Reduce -73.0% 15,704 $290K
Brookstone Capital Management 0.00% Add +2.1% 15,480 $288K
MML Investors Services, LLC 0.00% Reduce -82.2% 14,668 $271K
Tradition Wealth Management, LLC 0.03% Reduce -24.1% 14,162 $262K
Canandaigua National Bank & Trust Co. 0.03% No change 13,950 $258K
Sigma Planning Corp 0.01% Add +0.7% 13,827 $256K
Wealth Enhancement Advisory Services, LLC 0.00% No change 13,188 $244K
Main Street Group, LTD 0.11% No change 12,574 $231K
Richardson Financial Services Inc. 0.16% Reduce -3.1% 12,208 $226K
Silver Oak Securities, Incorporated 0.03% New 11,895 $220K
L.M. Kohn & Company 0.06% Reduce -0.2% 11,689 $216K
CreativeOne Wealth, LLC 0.01% Reduce -42.9% 11,360 $210K
USAdvisors Wealth Management, LLC 0.07% Add +6.5% 10,719 $198K
Commonwealth Equity Services, LLC 0.00% Reduce -8.0% 10,590 $196K
MKT Advisors LLC 0.09% Add +2.2% 10,300 $190K
Western Wealth Management, LLC 0.01% Reduce -36.6% 10,135 $187K
Atria Wealth Solutions, Inc. 0.00% No change 10,124 $187K
Paladin Advisory Group, LLC 0.12% No change 8,484 $156K
Balefire, LLC 0.05% Reduce -2.5% 8,271 $153K
Cwm, LLC 0.00% Reduce -44.0% 8,238 $152K

"% 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.

Show all 134 holders