SPIP institutional holders

State Street SPDR Portfolio TIPS ETF · 215 reporting institutions · $709.6M reported value

Funds that can replace SPIP · SPIP return decomposition

Institutional holdings

Institutions reporting SPIP, largest first
InstitutionReported positionAdvisors at firmReport period
Cwm, LLC$119.2M6672026-03-31
State Street Corp$99.4M02026-06-30
Charles Schwab Investment Management Inc$72M372026-06-30
3edge Asset Management, LP$42.8M152026-06-30
Cannon Financial Strategists, Inc.$31.6M292026-06-30
Pure Financial Advisors, LLC$26.7M882026-06-30
Lpl Financial LLC$21.8M23,4582026-06-30
Cerity Partners LLC$21.3M7772026-06-30
Hughes Financial Services, LLC$20.8M92026-06-30
Bank of America Corp /de$17.9M02026-06-30
Willow Creek Wealth Management Inc.$16.3M102025-09-30
Fulton Breakefield Broenniman LLC$10.9M112026-06-30
Morgan Stanley$10.8M23,1852026-06-30
Envestnet Pmc$10.1M602026-06-30
Ern Financial, LLC$9.6M102026-06-30
Ifg Advisory, LLC$8.9M1102026-06-30
Private Advisor Group, LLC$8.3M9272026-06-30
Seabridge Investment Advisors LLC$8.1M112026-06-30
Flagship Harbor Advisors, LLC$8M602026-06-30
Wells Fargo & Company/mn$7.3M02026-06-30
Goldman Sachs Group Inc$6.9M02026-06-30
Edelman Financial Engines$5.6M7222026-06-30
Aquire Wealth Advisors, LLC$5.3M82026-06-30
Great Valley Advisor Group, LLC$5.1M2052026-06-30
Procyon$4.8M532026-06-30
Cetera Investment Advisers$4.3M10,3702026-06-30
Bank of New York Mellon Corp$4.2M02026-06-30
Raffa Wealth Management, LLC$4.1M62026-06-30
Focus Partners Wealth$3.6M1,0482026-06-30
Verde Capital Management$3.3M122026-06-30
Garde Capital, Inc.$3.3M92026-06-30
Note Advisors, LLC$3.1M62026-06-30
Raymond James Financial Inc$3.1M02026-06-30
Integrity Wealth Solutions LLC$2.8M22026-06-30
Jpmorgan Chase & Co$2.7M02026-06-30
TIAA Trust, National Association$2.6M02026-06-30
Blackdiamond Wealth Management, LLC$2.5M72026-06-30
Cfs Investment Advisory Services LLC$2.5M102026-06-30
Foundations Investment Advisors, LLC$2.4M3022026-06-30
Allen Capital Group, LLC$2.2M222026-06-30
Continuum Advisory, LLC$2.1M402026-06-30
Altfest L J & Co Inc$2M192026-06-30
Jacobi Capital Management LLC$2M322026-06-30
Truist Financial Corp$2M02026-06-30
St Germain D J Co Inc$1.9M02026-06-30
Rinkey Investments$1.8M102026-06-30
Gerber Kawasaki Wealth & Investment Management$1.8M392026-06-30
Sigfig Wealth Management, LLC$1.5M42026-06-30
Culbertson A N & Co Inc$1.5M72026-06-30
Mariner, LLC$1.4M02026-06-30
Osaic Holdings, Inc.$1.3M02026-06-30
Charles Schwab Trust Co$1.2M02026-06-30
Cape Cod Five Cents Savings Bank$1.1M02026-06-30
Wealthcare Advisory Partners LLC$1.1M1702026-06-30
City State Bank$1.1M02026-06-30
Cary Street Partners Financial LLC$1.1M02026-06-30
MML Investors Services, LLC$1M5,1202026-06-30
Geneos Wealth Management, Inc.$989.1K1932026-06-30
Ameriprise Financial Inc$984.5K02026-06-30
Citadel Advisors LLC$981.7K02026-06-30
Sanctuary Advisors, LLC$981.6K4012026-06-30
Leading Edge Financial Planning LLC$972K92026-06-30
Fifth Third Bancorp$951.7K02026-06-30
Comerica Bank$951.3K02025-12-31
Wealth Advisory Solutions, LLC$923.9K92026-06-30
Royal Bank of Canada$899K02026-06-30
Busey Bank$889.6K02026-06-30
Equitable Holdings, Inc.$888.7K02026-06-30
Susquehanna International Group, LLP$885.4K02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$853.2K1,7212026-06-30
Lido Advisors, LLC$796K3202026-06-30
Modera Wealth Management, LLC$776.7K1352026-06-30
Stonehaven Wealth & Tax Solutions$745.6K22026-06-30
Creative Planning$727.6K1,1712026-06-30
Treasure Coast Financial Planning$714.3K52026-06-30
Phillips Financial Management, LLC$705.4K152026-06-30
Auour Investments LLC$704.1K42026-06-30
Wealthcare Capital Management LLC$638.9K322026-06-30
Bip Wealth, LLC$637.2K622026-06-30
Kwb Wealth$633.6K102026-06-30
Savant Wealth Management$620.6K4052026-06-30
Northern Trust Corp$606.1K02026-06-30
Level Four Advisory Services$598.9K1412026-06-30
UBS Group AG$598.3K02026-06-30
Sheets Smith Wealth Management$576.9K102026-06-30
True Blue Financial, LLC$550.2K32026-06-30
Mercer Global Advisors Inc /adv$519.1K02026-06-30
First National Corp /ma/ /adv$518.8K02025-09-30
Amicus Financial Advisors, LLC$495.4K192026-06-30
Post Resch Tallon Group Inc.$487.1K62026-06-30
Keybank National Association/oh$480.7K02026-06-30
Commonwealth Equity Services, LLC$456.3K2,8632026-06-30
Onedigital Investment Advisors LLC$404.6K3862026-06-30
Vise Technologies, Inc.$373.3K02026-06-30
Wealth Enhancement Advisory Services, LLC$371.6K1,0262026-06-30
Valtinson Bruner Financial Planning LLC$329.7K72026-06-30
Fifth Third Securities, Inc.$326K1,0142026-06-30
Financial Strategies Group, Inc.$315K72026-06-30
Barnes Wealth Management Group$314.9K72026-06-30
Ridgewood Investments LLC$313.1K42026-06-30
Kohmann Bosshard Financial Services, Llc.$308.6K32026-06-30
Detalus Advisors, LLC$305.7K132026-06-30
Lynx Capital Group Ltd /adv$300.5K12026-06-30
Independent Wealth Network Inc.$265.3K342026-06-30
Nwam LLC$264.1K622026-06-30
Kestra Advisory Services, LLC$260.1K1,4792026-06-30
Keystone Financial Group$255.4K342026-06-30
Global Retirement Partners LLC$254.1K4912026-06-30
Banque Transatlantique SA$252.4K02026-06-30
Cordant, Inc.$252K02026-06-30
Gries Financial LLC$250K02025-09-30
Banco Santander, S.A.$245.2K02026-06-30
Gunpowder Capital Management, LLC Dba Oliver Wealth Management$238.7K02026-06-30
D.A. Davidson & Co.$236K6892026-06-30
Focus Partners Advisor Solutions, LLC$229.7K422026-06-30
Silver Oak Securities, Incorporated$227.2K1172026-06-30
Southland Equity Partners, Llc.$225.6K252026-06-30
Ellis Investment Partners, LLC$212.2K182026-06-30
Corecap Advisors, LLC$207.4K1182026-06-30
Golden State Wealth Management, LLC$203.6K472026-06-30
Ballast Rock Private Wealth LLC$202.5K102026-06-30
Prosperity Planning, Inc.$201K112026-06-30
Larson Financial Group LLC$190.9K672026-06-30
Farther Finance Advisors, LLC$178.4K3342026-06-30
Fmr LLC$153.4K02026-06-30
Advisors Asset Management, Inc.$148.5K1272026-06-30
Org Partners LLC$144.9K02025-12-31
Ashton Thomas Private Wealth, LLC$144.3K962026-06-30
Glen Eagle Advisors, LLC$136.1K132026-06-30
S.A. Mason, LLC$134.6K42026-06-30
Private Trust Co NA$129K02026-06-30
Rockefeller Capital Management LP$122.7K3462026-06-30
Jones Financial Companies LLLP$117.1K02026-06-30
Gilpin Wealth Management, LLC$114.1K42026-06-30
Mather Group, Llc.$113.9K1102026-06-30
Rossby Financial, Lcc$108.2K312026-06-30
PNC Financial Services Group, Inc.$103.9K02026-06-30
Allworth Financial, LP$103.1K3172026-06-30
TD Private Client Wealth LLC$93K5352026-06-30
Smartleaf Asset Management LLC$90.8K92026-06-30
Jnba Financial Advisors$86.5K302026-06-30
Arax Advisory Partners$71.7K2322026-06-30
Wealthcollab, LLC$70.7K12026-06-30
Fairway Wealth LLC$70.6K152026-06-30
Park National Corp /oh$68.6K02026-06-30
Morgan Dempsey Capital Management LLC$65.1K32026-06-30
Winch Financial$52.4K72026-06-30
US Bancorp$50.3K02026-06-30
Nfsg Corp$48.9K752026-06-30
Realta Investment Advisors$41.5K572026-06-30
Stonehage Fleming Financial Services Holdings Ltd$41.1K02026-06-30
Northwest Capital Management Inc$38.3K72025-12-31
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$37.7K02026-06-30
Princeton Global Asset Management LLC$32.8K172026-06-30
Beacon Financial Strategies Corp$32.1K42026-06-30
Assetmark, Inc$32K2202026-06-30
Citigroup Inc$28.1K02026-06-30
Beacon Capital Management, Inc.$24.6K262026-06-30
1620 Investment Advisors, Inc.$21.8K42026-06-30
Ameritas Advisory Services, LLC$21.3K5502026-06-30
Integrated Wealth Concepts LLC$21.3K4802026-06-30
Ae Wealth Management LLC$20.2K4712026-06-30
Cardiff Park Advisors, LLC$18K12026-06-30
Sbi Securities Co., Ltd.$16.9K02026-06-30
Tidemark, LLC$15.6K82026-06-30
Mosley Wealth Management$14.8K122026-06-30
Arlington Trust Co LLC$14.7K02026-06-30
Ameriflex Group, Inc.$12.9K2122026-06-30
Essential Partners LLC$11.7K22026-06-30
CIBC Private Wealth Group LLC$11.6K02025-12-31
Fiduciary Financial Advisors$10.9K512026-06-30
Howe & Rusling Inc$10K102026-06-30
O'Shaughnessy Asset Management, LLC$8.9K582026-06-30
Fyra Capital Management$8.4K72025-09-30
Ashton Thomas Securities, LLC$8.3K372026-06-30
International Assets Investment Management, LLC$8.1K1222026-06-30
Eversource Wealth Advisors, LLC$8K772026-06-30
Aptus Capital Advisors, LLC$8K212026-06-30
Cape Investment Advisory, Inc.$7.9K352026-06-30
Hhm Wealth Advisors, LLC$7.7K122026-06-30
Dunhill Financial, LLC$6.4K122026-06-30
Blair William & Co/il$6.2K3292026-06-30
Bartlett & Co. Wealth Management LLC$6K322026-06-30
Triumph Capital Management$4.9K142026-06-30
Newedge Advisors$4.8K6012026-06-30
Capital Investment Advisory Services, LLC$4.4K1032026-06-30
Parallel Advisors, LLC$4.1K752026-06-30
Harbour Investments, Inc.$3.2K2472026-06-30
Ascentis Wealth Management, LLC$3.2K82026-06-30
Atlantic Union Bankshares Corp$2.6K02026-06-30
Sunbelt Securities, Inc.$2.3K632026-03-31
Lowe Wealth Advisors, LLC$2.3K02025-09-30
McIlrath & Eck, LLC$2.2K62026-03-31
Irc Wealth$2.2K72026-06-30
New. Advisory Services, LLC$2.1K152026-06-30
Graney & King, LLC$1.9K42026-06-30
Marble Trail Advisors$1.8K42026-06-30
Cambridge Investment Research Advisors, Inc.$1.6K3,9402026-03-31
Fsa Wealth Management LLC$1.3K02025-09-30
Ifp Advisors, Inc$1.2K3182026-06-30
Quest 10 Wealth Builders, Inc.$1.1K32026-06-30
Binnacle Investments Inc$1.1K52025-09-30
Bnp Paribas Financial Markets$1.1K02026-06-30
Clearstead Trust, LLC$84702026-06-30
Hrt Financial LP$67002026-06-30
Transamerica Financial Advisors, LLC$6251,0972026-06-30
Janney Montgomery Scott LLC$4021,3422026-06-30
Northwestern Mutual Wealth Management Co$38502026-06-30
Flow Traders U.S. LLC$31702026-06-30
Kilter Group LLC$18082026-06-30
Capital Analysts, LLC$1066082026-06-30
Signature Resources Capital Management, LLC$7702026-06-30
Fmp Wealth Advisers$26142026-06-30
Interactive Advisers, Interactive Advisors$1732026-06-30
10elms LLP$742026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30