SPDR SERIES TRUST - TIPX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
STATE STREET CORP History No change 59,157,599 1,119,853 0.03% 0.03% 1 0 0.0% Q2 2026 Sep 22, 2026
UBS Group AG History No change 15,032,545 284,566 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,201,578 60,605 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 2,989,664 56,594 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 07, 2026
ST GERMAIN D J CO INC History No change 1,706,468 32,303 1.16% 1.16% 5 0 0.0% Q2 2026 Jul 21, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,021,257 19,332 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 23, 2026
Brio Consultants, LLC History No change 1,009,494 19,109 2.24% 2.24% 7 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 852,862 16,144 0.08% 0.08% 8 0 0.0% Q2 2026 Sep 23, 2026
Security National Bank History No change 650,277 12,309 1.47% 1.47% 9 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Partners, LTD. History No change 550,696 10,424 0.1% 0.1% 10 0 0.0% Q2 2026 Aug 11, 2026
Treasure Coast Financial Planning History No change 538,380 10,191 4.97% 4.97% 11 0 0.0% Q2 2026 Jul 29, 2026
JPMORGAN CHASE & CO History No change 502,817 9,533 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 362,795 6,867 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
Aspire Private Capital, LLC History No change 343,540 6,503 1.34% 1.34% 14 0 0.0% Q2 2026 Jul 15, 2026
ASSETMARK, INC History No change 338,125 6,400 0.01% 0.01% 15 0 0.0% Q2 2026 Jul 30, 2026
Continuum Advisory, LLC History No change 314,784 5,958 0.48% 0.48% 16 0 0.0% Q2 2026 Aug 06, 2026
Cerity Partners LLC History No change 300,675 5,691 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
Alesco Advisors, LLC, An ESL Co History No change 284,895 5,393 0.12% 0.12% 18 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 243,967 4,618 0.44% 0.44% 19 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 223,228 4,225 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 197,174 3,732 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 196,516 3,681 0.27% 0.27% 22 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History No change 189,782 3,592 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 182,076 3,447 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 174,366 3,300 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 12, 2026
Lynx Investment Advisory History No change 158,174 2,994 0.98% 0.98% 26 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 145,518 2,754 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Sonoma Allocations LLC History No change 144,049 2,701 0.84% 0.84% 28 0 0.0% Q2 2026 Jul 08, 2026
Mutual Advisors, LLC History No change 140,114 2,652 0.05% 0.05% 29 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 137,778 2,608 0.02% 0.02% 30 0 0.0% Q2 2026 Jul 20, 2026
HighTower Advisors, LLC History No change 131,930 2,497 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 05, 2026
Raleigh Capital Management Inc. History No change 131,289 2,485 0.79% 0.79% 32 0 0.0% Q2 2026 Jul 21, 2026
Cambridge Investment Research Advisors, Inc. History No change 124,978 2,366 0.01% 0.01% 33 0 0.0% Q2 2026 Jul 27, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 121,436 2,298 1.53% 1.53% 34 0 0.0% Q2 2026 Aug 05, 2026
Financial & Tax Architects, LLC History No change 113,911 2,156 0.45% 0.45% 35 0 0.0% Q2 2026 Jul 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 110,115 2,084 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 103,194 1,953 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 12, 2026
Good Harbor Advisors, Inc. History No change 101,987 1,930 1.89% 1.89% 38 0 0.0% Q2 2026 Jul 17, 2026
Hibernia Wealth Partners, LLC History No change 100,721 1,906 1.03% 1.03% 39 0 0.0% Q2 2026 Jul 23, 2026
Intrua Financial, LLC History No change 93,820 1,776 0.16% 0.16% 40 0 0.0% Q2 2026 Jul 24, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 82,432 1,560 0.52% 0.52% 41 0 0.0% Q2 2026 Aug 05, 2026
Equitable Holdings, Inc. History No change 82,380 1,559 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 17, 2026
WELLS FARGO & COMPANY/MN History No change 78,436 1,484 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 78,300 1,482 0.0% 0.0% 44 0 0.0% Q2 2026 Sep 09, 2026
Concurrent Investment Advisors, LLC History No change 76,227 1,442 0.01% 0.01% 45 0 0.0% Q2 2026 Jul 27, 2026
McNamara Financial Services, Inc. History No change 75,977 1,438 0.25% 0.25% 46 0 0.0% Q2 2026 Jul 22, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 72,114 1,365 0.05% 0.05% 47 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 71,174 1,347 0.03% 0.03% 48 0 0.0% Q2 2026 Aug 13, 2026
VISIONARY HORIZONS, LLC History No change 69,834 1,321 0.55% 0.55% 49 0 0.0% Q2 2026 Jul 16, 2026
Virtu Financial LLC History No change 65,925 1,248 0.04% 0.04% 50 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Management, Inc. History No change 65,480 1,239 0.38% 0.38% 51 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 65,083 1,232 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 05, 2026
Breakwater Capital Group History No change 60,437 1,144 0.14% 0.14% 53 0 0.0% Q2 2026 Jul 08, 2026
Nest Investments, LLC History No change 59,737 1,130 0.86% 0.86% 54 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL WEALTH MANAGEMENT, LLC History No change 57,818 1,094 0.26% 0.26% 55 0 0.0% Q2 2026 Jul 09, 2026
TRUIST FINANCIAL CORP History No change 57,244 1,083 0.0% 0.0% 56 0 0.0% Q2 2026 Jul 28, 2026
PRINCIPAL SECURITIES, INC. History No change 54,988 1,040 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 04, 2026
Henderson Brothers Financial Partners, LLC History No change 54,115 1,024 0.48% 0.48% 58 0 0.0% Q2 2026 Aug 13, 2026
Simplicity Wealth,LLC History No change 53,159 1,006 0.03% 0.03% 59 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 51,216 969 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
Elevation Capital Advisory, LLC History No change 48,356 915 0.35% 0.35% 61 0 0.0% Q2 2026 Jul 27, 2026
MML INVESTORS SERVICES, LLC History No change 48,272 913 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 47,598 901 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 46,972 889 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 18, 2026
Brookstone Capital Management History No change 46,869 887 0.01% 0.01% 65 0 0.0% Q2 2026 Jul 15, 2026
Kestra Advisory Services, LLC History No change 46,477 879 0.0% 0.0% 66 0 0.0% Q2 2026 Jul 28, 2026
Addison Capital Co History No change 45,773 866 0.14% 0.14% 67 0 0.0% Q2 2026 Aug 04, 2026
OSAIC HOLDINGS, INC. History No change 35,204 666 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 34,348 650 0.03% 0.03% 69 0 0.0% Q2 2026 Jul 28, 2026
NOVUS ADVISORS, LLC History No change 33,803 639 1.33% 1.33% 70 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History No change 30,776 582 0.0% 0.0% 71 0 0.0% Q2 2026 Jul 17, 2026
Orion Porfolio Solutions, LLC History No change 30,489 577 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
Hyundai Investments Co., Ltd. History No change 30,278 574 0.62% 0.62% 73 0 0.0% Q2 2026 Aug 14, 2026
17 CAPITAL PARTNERS, LLC History No change 29,993 567 0.26% 0.26% 74 0 0.0% Q2 2026 Aug 06, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 29,271 554 0.85% 0.85% 75 0 0.0% Q2 2026 Jul 16, 2026
Detalus Advisors, LLC History No change 29,233 553 0.11% 0.11% 76 0 0.0% Q2 2026 Jul 27, 2026
Comprehensive Money Management Services LLC History No change 29,067 550 0.35% 0.35% 77 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 28,308 535 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 06, 2026
Midwest Financial Network, LLC History No change 27,785 525 0.36% 0.36% 79 0 0.0% Q2 2026 Jul 07, 2026
Ashton Thomas Private Wealth, LLC History No change 27,242 515 0.01% 0.01% 80 0 0.0% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History No change 26,166 495 0.0% 0.0% 81 0 0.0% Q2 2026 Jul 27, 2026
Sharkey, Howes & Javer History No change 26,161 495 0.06% 0.06% 82 0 0.0% Q2 2026 Jul 09, 2026
Signal Advisors Wealth, LLC History No change 25,631 485 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD BANCORP History No change 25,414 481 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 05, 2026
RFG Advisory, LLC History No change 24,170 457 0.01% 0.01% 85 0 0.0% Q2 2026 Jul 15, 2026
JONES FINANCIAL COMPANIES LLLP History No change 22,985 435 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 22,856 432 0.01% 0.01% 87 0 0.0% Q2 2026 Jul 28, 2026
Venture Visionary Partners LLC History No change 22,813 431 0.01% 0.01% 88 0 0.0% Q2 2026 Jul 27, 2026
Sigma Planning Corp History No change 22,110 418 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 07, 2026
Legacy Wealth Partners, LLC History No change 20,789 393 0.09% 0.09% 90 0 0.0% Q2 2026 Jul 22, 2026
Pallas Capital Advisors LLC History No change 20,026 379 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 07, 2026
SCOTIA CAPITAL INC. History No change 20,000 378 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 11, 2026
Lifeworks Advisors, LLC History No change 17,560 332 0.03% 0.03% 93 0 0.0% Q2 2026 Aug 14, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 17,427 329 0.09% 0.09% 94 0 0.0% Q2 2026 Aug 12, 2026
WBI INVESTMENTS, LLC History No change 17,370 328 0.08% 0.08% 95 0 0.0% Q2 2026 Aug 11, 2026
Valtinson Bruner Financial Planning LLC History No change 17,214 325 0.08% 0.08% 96 0 0.0% Q2 2026 Aug 03, 2026
AE Wealth Management LLC History No change 17,101 323 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 03, 2026
PCB Capital LLC History No change 16,761 317 0.39% 0.39% 98 0 0.0% Q2 2026 Jul 20, 2026
Argent Trust Co History No change 16,282 308 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 06, 2026
KWB Wealth History No change 15,888 300 0.03% 0.03% 100 0 0.0% Q2 2026 Jul 10, 2026
Sowell Financial Services LLC History No change 15,263 288 0.01% 0.01% 101 0 0.0% Q2 2026 Jul 17, 2026
WCG Wealth Advisors LLC History No change 15,251 288 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 15,056 287 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 14,610 276 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
Maridea Wealth Management LLC History No change 14,488 274 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 06, 2026
BLODGETT WEALTH ADVISORS, LLC History No change 14,144 267 0.18% 0.18% 106 0 0.0% Q2 2026 Aug 14, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 13,950 264 0.02% 0.02% 107 0 0.0% Q2 2026 Jul 07, 2026
RCW Management, LLC History No change 13,798 261 0.23% 0.23% 108 0 0.0% Q2 2026 Jul 21, 2026
HRT FINANCIAL LP History No change 13,248 250 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 12,955 245 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 28, 2026
PFG Investments, LLC History No change 12,983 245 0.01% 0.01% 111 0 0.0% Q2 2026 Jul 23, 2026
Founders Financial Alliance, LLC History No change 12,735 241 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 04, 2026
Regal Investment Advisors LLC History No change 12,280 232 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 12,131 229 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
Main Street Group, LTD History No change 12,074 228 0.05% 0.05% 115 0 0.0% Q2 2026 Jul 13, 2026
Accelerate Investment Advisors LLC History No change 12,015 227 0.13% 0.13% 116 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA SECURITIES, LLC History No change 11,929 225 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 14, 2026
Arete Wealth Advisors, LLC History No change 11,751 222 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 10,689 202 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 11, 2026
PMG Wealth Management, Inc. History No change 10,426 195 0.12% 0.12% 120 0 0.0% Q2 2026 Aug 05, 2026
IFP Advisors, Inc History No change 7,851 148 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 20, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 7,491 141 0.08% 0.08% 122 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 6,500 123 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
Paladin Advisory Group, LLC History No change 5,472 103 0.07% 0.07% 124 0 0.0% Q2 2026 Jul 28, 2026
Geneos Wealth Management Inc. History No change 5,343 101 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 06, 2026
MATHER GROUP, LLC. History No change 4,578 86 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 27, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 4,433 83 0.02% 0.02% 127 0 0.0% Q2 2026 Sep 02, 2026
Capital Analysts, LLC History No change 3,837 73 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 05, 2026
SIMPLEX TRADING, LLC History No change 2,060 38 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
Triumph Capital Management History No change 1,540 29 0.01% 0.01% 130 0 0.0% Q2 2026 Jul 20, 2026
Rosenberg Matthew Hamilton History New 1,535 27 0.0% — 132 +1,535 New Q3 2026 Oct 05, 2026
TD Waterhouse Canada Inc. History No change 1,489 27 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 27, 2026
FMR LLC History No change 1,161 21 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 918 17 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 882 16 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Buck Wealth Strategies, LLC History No change 848 16 0.0% 0.0% 136 0 0.0% Q2 2026 Jul 30, 2026
Strategic Wealth Partners, Ltd. History No change 658 12 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 534 10 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 06, 2026
ASHTON THOMAS SECURITIES, LLC History No change 463 8 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 27, 2026
LANARK FINANCIAL, INC. History No change 380 7 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 21, 2026
PRIVATE TRUST CO NA History No change 349 6 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 28, 2026
Aptus Capital Advisors, LLC History No change 355 6 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 241 4 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 200 3 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 07, 2026
Plante Moran Financial Advisors, LLC History No change 128 2 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 06, 2026
Covestor Ltd History No change 117 2 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 129 2 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 04, 2026
CoreCap Advisors, LLC History No change 95 1 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 06, 2026
Richard W. Paul & Associates, LLC History No change 68 1 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 10, 2026
Nova Wealth Management, Inc. History No change 91 1 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 13, 2026
CITIGROUP INC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Advisory Services, LLC History No change 46 0 — — — 0 0.0% Q2 2026 Jul 23, 2026