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 246 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $656 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
36,428
shares
|
$943,120
0.6% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
35,533
shares
|
$919,949
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
34,892
shares
|
$903,353
0.06% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
33,392
shares
|
$864,518
0.28% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
32,646
shares
|
$845,204
0.35% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
31,146
shares
|
$806,369
0.87% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
31,041
shares
|
$803,651
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
30,994
shares
|
$802,434
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
30,771
shares
|
$796,661
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
29,912
shares
|
$774,421
0.02% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
29,809
shares
|
$771,755
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,193
shares
|
$755,806
0.0% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
28,217
shares
|
$730,538
0.0% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
25,261
shares
|
$654,007
0.25% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
25,045
shares
|
$648,415
0.15% of portfolio
|
Q1 2025
Reduced 80.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
24,006
shares
|
$621,515
0.0% of portfolio
|
Q1 2025
Reduced 16.35%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
23,826
shares
|
$616,855
0.01% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
23,334
shares
|
$604,117
0.03% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
23,209
shares
|
$600,881
0.05% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
22,725
shares
|
$588,350
0.05% of portfolio
|
Q4 2024
Added 73.12%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
22,466
shares
|
$581,644
0.07% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
21,329
shares
|
$552,207
0.0% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
20,417
shares
|
$528,596
0.25% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
19,735
shares
|
$510,939
0.12% of portfolio
|
Q3 2019
Added 99.99%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
19,035
shares
|
$492,816
0.46% of portfolio
|
Q4 2024
New holding
|