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 23.2 Million shares, which have been reported (via 13F filing form) to have a value of $607 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
19,035
shares
|
$497,384
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
19,035
shares
|
$497,384
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
18,859
shares
|
$492,785
0.01% of portfolio
|
Q4 2024
Reduced 30.44%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
18,467
shares
|
$482,542
0.04% of portfolio
|
Q4 2024
Added 122.82%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
18,439
shares
|
$481,811
0.19% of portfolio
|
Q4 2024
Reduced 29.52%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
18,357
shares
|
$479,668
0.06% of portfolio
|
Q4 2024
Reduced 27.82%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,231
shares
|
$476,376
0.0% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
17,510
shares
|
$457,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
17,425
shares
|
$455,315
0.05% of portfolio
|
Q3 2024
Added 24.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
17,377
shares
|
$454,061
0.0% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
17,323
shares
|
$452,649
0.0% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
16,589
shares
|
$433,470
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
15,887
shares
|
$415,127
0.03% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,604
shares
|
$407,732
0.01% of portfolio
|
Q4 2024
Reduced 23.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,440
shares
|
$403,447
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
15,047
shares
|
$393,178
0.01% of portfolio
|
Q4 2024
Reduced 28.2%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
14,883
shares
|
$388,892
0.0% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
14,783
shares
|
$386,279
0.36% of portfolio
|
Q1 2022
Reduced 95.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
14,243
shares
|
$372,169
0.0% of portfolio
|
Q4 2024
Reduced 48.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,064
shares
|
$367,492
0.0% of portfolio
|
Q4 2024
Reduced 79.02%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
13,630
shares
|
$356,151
0.21% of portfolio
|
Q2 2024
Added 4.73%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
13,622
shares
|
$355,942
0.13% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
13,575
shares
|
$354,714
0.37% of portfolio
|
Q3 2022
Reduced 82.15%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
13,440
shares
|
$351,187
0.17% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
13,388
shares
|
$349,828
0.02% of portfolio
|
Q4 2024
Reduced 28.2%
|