Institutional Ownership Spdr Bloomberg 1 10 Year Tips (TIPX)
This table provides information about the institutional ownership of Spdr Bloomberg 1 10 Year Tips (TIPX). We have compiled data on the 135 institutions that hold shares in the stock, with a total of 64.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
50,014,690
shares
|
$950 Million
0.04% of portfolio
|
Q4 2024
Added 0.37%
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,386,718
shares
|
$45.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,158,911
shares
|
$22 Million
1.09% of portfolio
|
Q1 2025
Added 12.88%
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
949,048
shares
|
$18 Million
0.0% of portfolio
|
Q4 2024
Added 6.34%
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
822,724
shares
|
$15.6 Million
2.39% of portfolio
|
Q4 2024
Added 5.23%
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
667,102
shares
|
$12.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
629,650
shares
|
$12 Million
2.34% of portfolio
|
Q1 2025
Added 0.75%
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
621,660
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
593,754
shares
|
$11.3 Million
0.05% of portfolio
|
Q1 2025
Added 3.46%
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
557,930
shares
|
$10.6 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
376,580
shares
|
$7.16 Million
4.61% of portfolio
|
Q4 2024
Added 1.08%
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
357,262
shares
|
$6.79 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
342,039
shares
|
$6.5 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
314,650
shares
|
$5.98 Million
0.18% of portfolio
|
Q4 2024
Added 2.26%
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
287,760
shares
|
$5.47 Million
1.43% of portfolio
|
Q1 2025
Added 1.12%
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
286,185
shares
|
$5.44 Million
0.76% of portfolio
|
Q1 2025
Added 0.72%
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
214,283
shares
|
$4.07 Million
0.6% of portfolio
|
Q4 2024
Added 2.62%
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
207,678
shares
|
$3.95 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
164,391
shares
|
$3.12 Million
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
133,365
shares
|
$2.53 Million
0.02% of portfolio
|
Q4 2024
Added 10.43%
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
127,843
shares
|
$2.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
111,865
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
108,646
shares
|
$2.06 Million
0.01% of portfolio
|
Q1 2025
Added 2.02%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
99,979
shares
|
$1.9 Million
0.73% of portfolio
|
Q4 2024
Added 16.16%
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
94,971
shares
|
$1.8 Million
0.26% of portfolio
|
Q4 2024
Added 6.45%
|