SS SPDR BB 1-10YR Tips ETFTIPXETF

13F holders, Q3 2024 (September 30)
123holders −11
8new positions
20sold out
1famous investor
$18.95avg. 13F price*

At the end of Q3 2024, 123 institutions reported holding SS SPDR BB 1-10YR Tips ETF (TIPX) in their 13F filings, down 11 from Q2 2024. 8 opened new positions and 20 sold out. The largest holders were State Street Corp. ($944.3M), LPL Financial LLC ($48.9M) and St Germain D J Co. Inc. ($18.6M). 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 (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions8$7.1M
Exits20$17.5M

All 13F filers, Q2 2024 → Q3 2024: 3,725,986 shares bought and 4,156,928 shares sold, net −430,942 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 123 holders

State Street Corp. 0.04% Add +4.7% 49,831,308 $944.3M
LPL Financial LLC 0.02% Reduce -44.1% 2,579,711 $48.9M
St Germain D J Co. Inc. 0.85% Add +4.3% 980,527 $18.6M
Bank of America Corp. 0.00% Reduce -3.8% 892,503 $16.9M
Brio Consultants, LLC 2.36% Add +2.5% 781,801 $14.8M
Goldman Sachs Group Inc. 0.00% Add +4.3% 685,121 $13.0M
Envestnet Asset Management Inc. 0.00% Reduce -12.8% 654,721 $12.4M
Security National Bank 1.61% Add +10331.6% 625,168 $11.8M
Envestnet Portfolio Solutions, Inc. 0.03% Add +12.6% 526,720 $10.0M
Treasure Coast Financial Planning 4.36% Add +21.8% 372,545 $7.1M
Assetmark, Inc. 0.02% Reduce -5.0% 364,588 $6.9M
Alesco Advisors, LLC, An ESL Co 0.18% Add +0.5% 307,696 $5.8M
Continuum Advisory, LLC 0.68% Reduce -0.7% 286,806 $5.3M
Aspire Private Capital, LLC 1.25% Add +1.4% 277,555 $5.3M
Hibernia Wealth Partners, LLC 1.44% Reduce -5.8% 219,099 $4.2M
Pinnacle Wealth Planning Services, Inc. 0.54% Add +3.5% 208,813 $4.0M
Flow Traders U.S. LLC 0.17% New 181,176 $3.4M
Morgan Stanley 0.00% Add +4.9% 161,003 $3.1M
Park Avenue Securities LLC 0.03% Reduce -2.0% 125,884 $2.4M
NewEdge Advisors, LLC 0.01% Add +318.0% 120,769 $2.3M
Osaic Holdings, Inc. 0.01% Reduce -21.0% 119,714 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.0% 104,635 $2.0M
Farther Finance Advisors, LLC 0.07% Reduce -17.2% 94,819 $1.8M
Sharkey, Howes & Javer 0.24% New 89,217 $1.7M
Global Retirement Partners, LLC 0.05% Reduce -1.1% 88,304 $1.7M
Raleigh Capital Management Inc. 0.63% Add +22.4% 86,067 $1.6M
Cetera Investment Advisers 0.00% Reduce -49.5% 85,843 $1.6M
Napa Wealth Management 0.75% Add +14.3% 83,128 $1.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.2% 81,000 $1.5M
Mutual Advisors, LLC 0.04% Add +5.3% 77,780 $1.5M
Retireful, LLC 1.06% Reduce -13.2% 75,503 $1.4M
HighTower Advisors, LLC 0.00% Add +4.9% 69,912 $1.3M
Raymond James Financial Services Advisors, Inc. 0.00% Add +37.9% 69,625 $1.3M
Stifel Financial Corp. 0.00% Add +45.0% 67,336 $1.3M
JPMorgan Chase & Co. 0.00% Add +0.0% 65,227 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -5.2% 61,804 $1.2M
McNamara Financial Services, Inc. 0.23% Add +6.0% 60,473 $1.1M
GeoWealth Management, LLC 0.04% Add +79.5% 56,249 $1.1M
Jane Street Group, LLC 0.00% Reduce -82.9% 52,072 $987K
Axxcess Wealth Management, LLC 0.02% Reduce -8.7% 48,780 $924K
Capital Wealth Management, LLC 0.39% Add +2.9% 47,979 $909K
FMR LLC 0.00% Add +1.1% 46,340 $878K
Truist Financial Corp. 0.00% Add +7.0% 46,244 $876K
Citadel Advisors 0.00% Reduce -11.0% 43,822 $830K
Landmark Wealth Management, Inc. 0.41% Add +0.5% 43,751 $829K
UBS Group AG 0.00% Reduce -17.3% 41,027 $777K
Tidemark, LLC 0.32% Add +7.5% 40,536 $768K
Redwood Financial Network Corp 0.55% Reduce -2.5% 37,289 $707K
Private Advisor Group, LLC 0.00% Reduce -3.7% 36,986 $701K
Kestra Advisory Services, LLC 0.00% Reduce -4.1% 35,816 $679K
Afg Fiduciary Services Limited Partnership 0.45% Reduce -14.8% 35,349 $666K
Lynx Investment Advisory 0.46% Add +2.1% 33,737 $639K
Sheets Smith Wealth Management 0.07% No change 31,485 $597K
Royal Bank of Canada 0.00% Reduce -27.8% 30,973 $586K
Brookstone Capital Management 0.01% Add +96.5% 30,418 $576K
Kelly Financial Services LLC 0.19% Reduce -2.9% 27,656 $524K
17 Capital Partners, LLC 0.31% Add +12.8% 25,451 $482K
Financial Advocates Investment Management 0.03% Add +5.4% 25,301 $479K
Lifeworks Advisors, LLC 0.09% New 25,020 $474K
Sanctuary Advisors, LLC 0.00% Reduce -8.4% 24,698 $461K
Simplicity Wealth,LLC 0.04% Reduce -24.1% 23,572 $447K
Mariner, LLC 0.00% New 23,562 $447K
Aveo Capital Partners, LLC 0.05% Add +9.3% 23,261 $441K
Pallas Capital Advisors LLC 0.02% No change 23,491 $440K
Valmark Advisers, Inc. 0.01% Reduce -33.4% 22,290 $422K
CreativeOne Wealth, LLC 0.01% Add +95.1% 22,167 $420K
Austin Private Wealth, LLC 0.04% Add +21.4% 21,262 $403K
Meridian Wealth Management, LLC 0.02% Reduce -47.7% 21,211 $402K
RFG Advisory, LLC 0.01% Add +2.5% 21,060 $399K
Harbour Investments, Inc. 0.01% Add +1.6% 20,929 $397K
FSB Premier Wealth Management, Inc. 0.16% Reduce -2.5% 20,110 $381K
Argent Trust Co 0.01% Reduce -13.1% 18,746 $355K
GTS Securities LLC 0.01% New 18,287 $347K
Walkner Condon Financial Advisors LLC 0.07% Add +0.6% 17,948 $340K
Balboa Wealth Partners 0.08% Reduce -0.3% 17,621 $334K
PNC Financial Services Group, Inc. 0.00% No change 17,357 $329K
Two Sigma Securities, LLC 0.02% New 16,500 $313K
Merit Financial Group, LLC 0.01% Add +0.9% 16,388 $311K
Blodgett Wealth Advisors, LLC 0.26% No change 16,210 $307K
Orion Porfolio Solutions, LLC 0.00% Reduce -83.4% 14,241 $270K
Orion Portfolio Solutions, LLC 0.00% Reduce -83.4% 14,241 $270K
Canandaigua National Bank & Trust Co. 0.03% No change 13,950 $264K
Sigma Planning Corp 0.01% Add +0.8% 13,943 $264K
Accelerate Investment Advisors LLC 0.25% — 13,363 $253K
MML Investors Services, LLC 0.00% Reduce -9.6% 13,263 $251K
Richardson Financial Services Inc. 0.16% Add +9.2% 13,331 $247K
Tradition Wealth Management, LLC 0.02% Reduce -9.4% 12,823 $243K
Main Street Group, LTD 0.11% No change 12,574 $238K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.4% 12,347 $234K
Raymond James & Associates 0.00% Reduce -91.0% 12,203 $231K
Keystone Financial Group 0.03% New 12,018 $228K
Commonwealth Equity Services, LLC 0.00% Add +6.4% 11,266 $213K
AE Wealth Management LLC 0.00% Reduce -95.3% 11,211 $212K
Rockefeller Capital Management L.P. 0.00% New 10,965 $208K
Western Wealth Management, LLC 0.01% Add +0.1% 10,144 $192K
Wells Fargo & Company 0.00% Add +127.1% 10,104 $191K
Paladin Advisory Group, LLC 0.12% No change 8,484 $161K
Balefire, LLC 0.05% Reduce -8.1% 7,605 $144K
Citigroup Inc. 0.00% Reduce -2.3% 6,496 $123K
Castleview Partners, LLC 0.06% Reduce -23.4% 5,588 $106K
Global Financial Private Client, LLC 0.04% No change 5,559 $105K
IFP Advisors, Inc 0.00% Add +6.4% 3,600 $68K
Capital Analysts, LLC 0.00% No change 3,570 $68K
Allworth Financial LP 0.00% Reduce -1.9% 3,324 $63K
Running Point Capital Advisors, LLC 0.02% No change 2,377 $45K
Cwm, LLC 0.00% Reduce -74.2% 2,127 $40K
Avior Wealth Management, LLC 0.00% Add +0.7% 1,815 $33K
Parallel Advisors, LLC 0.00% Add +0.8% 1,591 $30K
TD Waterhouse Canada Inc. 0.00% Reduce -8.8% 1,478 $28K
Principal Securities, Inc. 0.00% No change 808 $15K
Game Plan Financial Advisors, LLC 0.01% No change 750 $14K
Founders Financial Alliance, LLC 0.00% No change 530 $10K
Aptus Capital Advisors, LLC 0.00% Add +0.4% 527 $10K
Lanark Financial, Inc. 0.00% No change 380 $7K
Comerica Bank 0.00% Add +0.4% 254 $5K
Hobbs Group Advisors, LLC 0.00% No change 240 $5K
CoreCap Advisors, LLC 0.00% No change 135 $3K
Safe Harbor Fiduciary, LLC 0.00% — 99 $2K
ORG Partners LLC 0.00% Reduce -96.9% 90 $2K
Richard W. Paul & Associates, LLC 0.00% Reduce -86.9% 55 $1K
Creative Financial Designs Inc. 0.00% No change 41 $777
Smartleaf Asset Management LLC 0.00% Reduce -87.2% 24 $455
Covestor Ltd 0.00% No change 10 $0

"% 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.