Institutional Ownership Spdr Bloomberg 1 10 Year Tips (TIPX)
This table provides information about the institutional ownership of Spdr Bloomberg 1 10 Year Tips (TIPX). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 63.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
40,576
shares
|
$770,132
0.09% of portfolio
|
Q2 2024
New holding
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
38,423
shares
|
$729,268
0.0% of portfolio
|
Q2 2024
Reduced 56.98%
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
38,252
shares
|
$726,022
0.6% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
37,711
shares
|
$715,754
0.32% of portfolio
|
Q2 2024
Added 17.51%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
37,346
shares
|
$708,827
0.0% of portfolio
|
Q2 2024
Added 7.04%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
33,455
shares
|
$634,975
0.01% of portfolio
|
Q2 2024
Added 7.92%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
33,036
shares
|
$627,023
0.45% of portfolio
|
Q2 2024
New holding
|
|
Sheets Smith Wealth Management
|
Jul 30, 2024 Q2 2024 |
31,485
shares
|
$597,585
0.07% of portfolio
|
Q2 2024
Reduced 49.79%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
31,344
shares
|
$594,909
0.03% of portfolio
|
Q2 2024
Reduced 66.3%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
31,042
shares
|
$589,177
0.01% of portfolio
|
Q2 2024
Added 11.83%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
28,893
shares
|
$548,389
0.0% of portfolio
|
Q2 2024
Added 294.93%
|
|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
28,491
shares
|
$540,759
0.2% of portfolio
|
Q2 2024
Reduced 14.32%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
24,005
shares
|
$455,614
0.03% of portfolio
|
Q2 2024
Added 2.95%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
23,491
shares
|
$445,859
0.02% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
17 Capital Partners, LLC
|
Jul 18, 2024 Q2 2024 |
22,562
shares
|
$428,226
0.3% of portfolio
|
Q2 2024
Added 1.58%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
21,851
shares
|
$414,731
0.24% of portfolio
|
Q2 2024
Reduced 35.18%
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
21,576
shares
|
$409,512
0.02% of portfolio
|
Q2 2024
Added 1.52%
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
21,290
shares
|
$404,084
0.05% of portfolio
|
Q2 2024
Added 4.31%
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
20,630
shares
|
$391,557
0.18% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
20,596
shares
|
$390,912
0.01% of portfolio
|
Q2 2024
Added 13.05%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
20,542
shares
|
$389,887
0.01% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
17,850
shares
|
$338,793
0.07% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
17,673
shares
|
$335,433
0.09% of portfolio
|
Q2 2024
Added 0.9%
|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
17,518
shares
|
$332,491
0.03% of portfolio
|
Q2 2024
Added 17.57%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
17,357
shares
|
$329,435
0.0% of portfolio
|
Q2 2024
Reduced 37.01%
|