Institutional Ownership Spdr Ser Tr Spdr Portfolio Tip (SPIP)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Tip (SPIP). We have compiled data on the 230 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $552 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,604,618
shares
|
$92.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,864,283
shares
|
$47.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,414,231
shares
|
$36.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,161,821
shares
|
$29.8 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
888,795
shares
|
$22.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2024 Q3 2024 |
756,921
shares
|
$19.4 Million
1.51% of portfolio
|
Q3 2024
Added 7.15%
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
717,779
shares
|
$18.4 Million
3.3% of portfolio
|
Q3 2024
Added 18.21%
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
702,795
shares
|
$18 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
559,721
shares
|
$14.3 Million
1.83% of portfolio
|
Q4 2023
Added 7.17%
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
537,012
shares
|
$13.8 Million
7.01% of portfolio
|
Q3 2022
Reduced 15.66%
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
444,226
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.36%
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
392,957
shares
|
$10.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 70.74%
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
382,246
shares
|
$9.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
357,662
shares
|
$9.17 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
352,109
shares
|
$9.02 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
332,651
shares
|
$8.53 Million
1.26% of portfolio
|
Q3 2024
Added 0.84%
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
327,541
shares
|
$8.39 Million
2.62% of portfolio
|
Q3 2024
Added 3.44%
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
301,740
shares
|
$7.73 Million
1.69% of portfolio
|
Q3 2024
Added 2.74%
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
295,709
shares
|
$7.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
291,645
shares
|
$7.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
236,818
shares
|
$6.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
218,791
shares
|
$5.61 Million
0.88% of portfolio
|
Q3 2024
Added 4.4%
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
203,322
shares
|
$5.21 Million
1.68% of portfolio
|
Q3 2024
Added 1.86%
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
198,773
shares
|
$5.09 Million
2.14% of portfolio
|
Q2 2022
Added 31.02%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
146,060
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 45.63%
|