SS SPDR BB 1-10YR Tips ETFTIPXETF

13F holders, Q4 2024 (December 31)
126holders +3
9new positions
11sold out
1famous investor
$18.49avg. 13F price*

At the end of Q4 2024, 126 institutions reported holding SS SPDR BB 1-10YR Tips ETF (TIPX) in their 13F filings, up 3 from Q3 2024. 9 opened new positions and 11 sold out. The largest holders were State Street Corp. ($924.8M), LPL Financial LLC ($44.1M) and St Germain D J Co. Inc. ($19.0M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$12.1M
Exits11$7.5M

All 13F filers, Q3 2024 → Q4 2024: 1,249,022 shares bought and 1,179,300 shares sold, net +69,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 126 holders

State Street Corp. 0.04% Add +0.4% 50,014,690 $924.8M
LPL Financial LLC 0.02% Reduce -7.5% 2,386,718 $44.1M
St Germain D J Co. Inc. 0.86% Add +4.7% 1,026,656 $19.0M
Bank of America Corp. 0.00% Add +6.3% 949,048 $17.5M
Brio Consultants, LLC 2.38% Add +5.2% 822,724 $15.2M
Envestnet Asset Management Inc. 0.00% Add +1.9% 667,102 $12.3M
Security National Bank 1.65% Reduce -0.0% 624,979 $11.6M
Goldman Sachs Group Inc. 0.00% Reduce -9.3% 621,660 $11.5M
Envestnet Portfolio Solutions, Inc. 0.03% Add +9.0% 573,909 $10.6M
Stratos Wealth Partners, LTD. 0.15% New 557,930 $10.3M
Treasure Coast Financial Planning 4.59% Add +1.1% 376,580 $7.0M
Assetmark, Inc. 0.02% Reduce -2.0% 357,262 $6.6M
Alesco Advisors, LLC, An ESL Co 0.18% Add +2.3% 314,650 $5.8M
Aspire Private Capital, LLC 1.30% Add +2.5% 284,565 $5.3M
Continuum Advisory, LLC 0.67% Reduce -0.9% 284,131 $5.3M
Pinnacle Wealth Planning Services, Inc. 0.60% Add +2.6% 214,283 $4.0M
Sovran Advisors, LLC 0.55% — 207,678 $3.8M
Morgan Stanley 0.00% Add +2.1% 164,391 $3.0M
NewEdge Advisors, LLC 0.01% Add +10.4% 133,365 $2.5M
Park Avenue Securities LLC 0.02% Add +1.9% 128,244 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.8% 106,495 $2.0M
Hibernia Wealth Partners, LLC 1.48% Reduce -52.3% 104,573 $1.9M
Raleigh Capital Management Inc. 0.71% Add +16.2% 99,979 $1.8M
Sharkey, Howes & Javer 0.25% Add +6.5% 94,971 $1.8M
Cetera Investment Advisers 0.00% Add +8.5% 93,164 $1.7M
Royal Bank of Canada 0.00% Add +189.8% 89,749 $1.7M
Raymond James Financial Inc. 0.00% — 87,775 $1.6M
Mutual Advisors, LLC 0.04% Reduce -0.2% 77,602 $1.4M
Farther Finance Advisors, LLC 0.05% Reduce -17.7% 78,024 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -6.2% 76,000 $1.4M
HighTower Advisors, LLC 0.00% Add +4.5% 73,095 $1.4M
JPMorgan Chase & Co. 0.00% Add +0.7% 65,648 $1.2M
McNamara Financial Services, Inc. 0.25% Reduce -5.3% 57,290 $1.1M
Jane Street Group, LLC 0.00% Add +9.9% 57,206 $1.1M
GeoWealth Management, LLC 0.03% Reduce -0.1% 56,178 $1.0M
Beacon Pointe Advisors, LLC 0.01% Reduce -11.6% 54,663 $1.0M
Truist Financial Corp. 0.00% Add +8.4% 50,113 $927K
Landmark Wealth Management, Inc. 0.44% Add +12.4% 49,163 $909K
Capital Wealth Management, LLC 0.38% Reduce -0.8% 47,575 $880K
Axxcess Wealth Management, LLC 0.02% Reduce -2.8% 47,430 $877K
Global Retirement Partners, LLC 0.02% Reduce -48.5% 45,437 $840K
Comprehensive Money Management Services LLC 0.63% — 41,237 $762K
Osaic Holdings, Inc. 0.00% Reduce -65.8% 40,948 $757K
Lynx Investment Advisory 0.52% Add +21.4% 40,946 $757K
Kestra Advisory Services, LLC 0.00% Add +12.7% 40,377 $747K
UBS Group AG 0.00% Reduce -5.3% 38,866 $719K
Signal Advisors Wealth, LLC 0.08% New 36,069 $667K
Redwood Financial Network Corp 0.47% Reduce -7.9% 34,345 $635K
Private Advisor Group, LLC 0.00% Reduce -8.0% 34,032 $629K
FMR LLC 0.00% Reduce -27.1% 33,760 $624K
Brookstone Capital Management 0.01% Add +6.1% 32,276 $597K
Sheets Smith Wealth Management 0.07% Add +0.6% 31,687 $586K
CreativeOne Wealth, LLC 0.02% Add +42.3% 31,541 $583K
Novus Advisors, LLC 0.58% — 31,487 $582K
Napa Wealth Management 0.25% Reduce -62.6% 31,077 $575K
17 Capital Partners, LLC 0.35% Add +18.7% 30,209 $559K
Valmark Advisers, Inc. 0.01% Add +24.9% 27,845 $515K
Harbour Investments, Inc. 0.01% Add +16.6% 24,399 $451K
Aveo Capital Partners, LLC 0.05% Add +4.2% 24,229 $448K
Mariner, LLC 0.00% Add +0.1% 23,598 $436K
Pallas Capital Advisors LLC 0.02% Reduce -0.3% 23,424 $433K
Clear Creek Financial Management, LLC 0.05% New 22,689 $420K
Lifeworks Advisors, LLC 0.08% Reduce -9.5% 22,645 $419K
RFG Advisory, LLC 0.01% Add +5.1% 22,128 $409K
Stifel Financial Corp. 0.00% Reduce -67.8% 21,687 $401K
Austin Private Wealth, LLC 0.04% Add +0.7% 21,403 $396K
Citadel Advisors 0.00% Reduce -51.6% 21,196 $392K
FSB Premier Wealth Management, Inc. 0.15% Reduce 0.0% 20,109 $372K
PMG Wealth Management, Inc. 0.32% — 19,174 $355K
Kelly Financial Services LLC 0.12% Reduce -33.1% 18,488 $342K
Balboa Wealth Partners 0.08% Add +3.5% 18,239 $337K
Merit Financial Group, LLC 0.01% Add +9.8% 17,989 $333K
Argent Trust Co 0.01% Reduce -8.3% 17,194 $318K
Walkner Condon Financial Advisors LLC 0.06% Reduce -8.9% 16,354 $302K
Blodgett Wealth Advisors, LLC 0.23% No change 16,210 $300K
Foundations Investment Advisors, LLC 0.01% New 15,409 $285K
Wealth Enhancement Advisory Services, LLC 0.00% Add +24.4% 15,366 $284K
Orion Porfolio Solutions, LLC 0.00% Add +2.7% 14,631 $271K
Orion Portfolio Solutions, LLC 0.00% Add +2.7% 14,631 $271K
Canandaigua National Bank & Trust Co. 0.03% No change 13,950 $258K
Accelerate Investment Advisors LLC 0.22% Reduce -1.0% 13,228 $245K
Sanctuary Advisors, LLC 0.00% Reduce -48.7% 12,659 $237K
Foguth Wealth Management, LLC. 0.06% New 12,504 $233K
Main Street Group, LTD 0.10% No change 12,574 $232K
GTS Securities LLC 0.01% Reduce -31.6% 12,506 $231K
AE Wealth Management LLC 0.00% Add +11.4% 12,487 $231K
Meridian Wealth Management, LLC 0.01% Reduce -44.9% 11,695 $216K
Commonwealth Equity Services, LLC 0.00% Add +3.5% 11,662 $216K
Richardson Financial Services Inc. 0.15% Reduce -14.0% 11,463 $212K
Rockefeller Capital Management L.P. 0.00% No change 10,965 $203K
MML Investors Services, LLC 0.00% Reduce -18.0% 10,879 $201K
Iams Wealth Management, LLC 0.09% New 10,475 $194K
Western Wealth Management, LLC 0.01% Add +0.1% 10,155 $188K
Allworth Financial LP 0.00% Add +178.7% 9,265 $172K
Paladin Advisory Group, LLC 0.12% Reduce -1.2% 8,386 $155K
Balefire, LLC 0.05% Add +0.9% 7,672 $142K
Castleview Partners, LLC 0.07% Add +18.9% 6,646 $123K
PNC Financial Services Group, Inc. 0.00% Reduce -63.4% 6,357 $118K
Global Financial Private Client, LLC 0.04% Add +5.8% 5,879 $109K
Citigroup Inc. 0.00% Reduce -12.0% 5,714 $106K
Running Point Capital Advisors, LLC 0.03% Add +101.2% 4,783 $88K
Tidemark, LLC 0.03% Reduce -90.1% 4,018 $74K
IFP Advisors, Inc 0.00% Reduce -0.4% 3,584 $66K
Capital Analysts, LLC 0.00% Reduce -7.7% 3,294 $61K
Cwm, LLC 0.00% Reduce -16.2% 1,783 $33K
Golden State Wealth Management, LLC 0.00% — 1,775 $33K
Avior Wealth Management, LLC 0.00% Add +0.8% 1,830 $32K
Parallel Advisors, LLC 0.00% Add +0.8% 1,604 $30K
TD Waterhouse Canada Inc. 0.00% Reduce -3.8% 1,422 $26K
Quest 10 Wealth Builders, Inc. 0.03% — 1,420 $26K
Jones Financial Companies LLLP 0.00% New 1,378 $25K
Principal Securities, Inc. 0.00% Add +62.4% 1,312 $24K
Creative Financial Designs Inc. 0.00% Add +2390.2% 1,021 $19K
Wells Fargo & Company 0.00% Reduce -90.5% 960 $18K
Game Plan Financial Advisors, LLC 0.01% No change 750 $14K
Founders Financial Alliance, LLC 0.00% No change 530 $10K
Transce3nd, LLC 0.00% — 386 $7K
Aptus Capital Advisors, LLC 0.00% Reduce -32.6% 355 $7K
Comerica Bank 0.00% Add +5.9% 269 $5K
Smartleaf Asset Management LLC 0.00% Add +970.8% 257 $5K
CoreCap Advisors, LLC 0.00% No change 135 $2K
Safe Harbor Fiduciary, LLC 0.00% Reduce -9.1% 90 $2K
Blair William & Co. 0.00% New 90 $2K
Richard W. Paul & Associates, LLC 0.00% Add +1.8% 56 $1K
Covestor Ltd 0.00% Add +180.0% 28 $1K
BNP Paribas Financial Markets 0.00% New 2 $37

"% 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.