Filing Research | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	ST GERMAIN D J CO INC	Shares	1.7MSH	$32.3M
2	Envestnet Portfolio Solutions, Inc.	Shares	852.9KSH	$16.1M
3	Security National Bank	Shares	650.3KSH	$12.3M
4	Aspire Private Capital, LLC	Shares	343.5KSH	$6.5M
5	Sonoma Allocations LLC	Shares	144.0KSH	$2.7M
6	Raleigh Capital Management Inc.	Shares	131.3KSH	$2.5M
7	Financial & Tax Architects, LLC	Shares	113.9KSH	$2.2M
8	Good Harbor Advisors, Inc.	Shares	102.0KSH	$1.9M
9	Hibernia Wealth Partners, LLC	Shares	100.7KSH	$1.9M
10	Intrua Financial, LLC	Shares	93.8KSH	$1.8M
11	McNamara Financial Services, Inc.	Shares	76.0KSH	$1.4M
12	VISIONARY HORIZONS, LLC	Shares	69.8KSH	$1.3M
13	Capital Investment Management, Inc.	Shares	65.5KSH	$1.2M
14	Breakwater Capital Group	Shares	60.4KSH	$1.1M
15	CAPITAL WEALTH MANAGEMENT, LLC	Shares	57.8KSH	$1.1M
16	Brookstone Capital Management	Shares	46.9KSH	$887.2K
17	Farther Finance Advisors, LLC	Shares	30.8KSH	$582.6K
18	LOCKERMAN FINANCIAL GROUP, INC.	Shares	29.3KSH	$554.1K
19	Midwest Financial Network, LLC	Shares	27.8KSH	$525.8K
20	Sharkey, Howes & Javer	Shares	26.2KSH	$495.2K
21	RFG Advisory, LLC	Shares	24.2KSH	$457.5K
22	Legacy Wealth Partners, LLC	Shares	20.8KSH	$393.5K
23	PCB Capital LLC	Shares	16.8KSH	$317.3K
24	KWB Wealth	Shares	15.9KSH	$300.8K
25	Sowell Financial Services LLC	Shares	15.3KSH	$288.9K
26	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	13.9KSH	$264.1K
27	RCW Management, LLC	Shares	13.8KSH	$261.2K
28	PFG Investments, LLC	Shares	13.0KSH	$245.8K
29	Main Street Group, LTD	Shares	12.1KSH	$228.6K
30	IFP Advisors, Inc	Shares	7.9KSH	$148.6K
31	Triumph Capital Management	Shares	1.5KSH	$29.2K
32	LANARK FINANCIAL, INC.	Shares	380SH	$7.2K
33	PARK AVENUE SECURITIES LLC	Shares	137.8KSH	$2.6K
34	CoreCap Advisors, LLC	Shares	95SH	$1.8K
35	Nova Wealth Management, Inc.	Shares	91SH	$1.7K
36	Capital Investment Advisory Services, LLC	Shares	46SH	$871

Manager changes2026-06-30 vs 2026-03-31

35 / 35 loaded

#		Instrument
1	ST GERMAIN D J CO INC added	Shares	+119.6K	+$1.9M	$32.3M
2	Envestnet Portfolio Solutions, Inc. added	Shares	+86.9K	+$1.4M	$16.1M
3	VISIONARY HORIZONS, LLC new	Shares	+69.8K	+$1.3M	$1.3M
4	Financial & Tax Architects, LLC added	Shares	+31.6K	+$577.5K	$2.2M
5	Aspire Private Capital, LLC added	Shares	+21.6K	+$324.3K	$6.5M
6	KWB Wealth new	Shares	+15.9K	+$300.8K	$300.8K
7	Breakwater Capital Group added	Shares	+15.5K	+$281.3K	$1.1M
8	Raleigh Capital Management Inc. added	Shares	+9.9K	+$155.6K	$2.5M
9	Midwest Financial Network, LLC added	Shares	+7.5K	+$136.9K	$525.8K
10	LOCKERMAN FINANCIAL GROUP, INC. added	Shares	+6.8K	+$122.0K	$554.1K
11	IFP Advisors, Inc added	Shares	+4.5K	+$84.0K	$148.6K
12	Legacy Wealth Partners, LLC added	Shares	+4.3K	+$78.0K	$393.5K
13	PCB Capital LLC added	Shares	+3.0K	+$53.4K	$317.3K
14	Capital Investment Management, Inc. added	Shares	+3.3K	+$46.0K	$1.2M
15	Sowell Financial Services LLC added	Shares	+1.3K	+$20.1K	$288.9K
16	McNamara Financial Services, Inc. added	Shares	+2.0K	+$19.3K	$1.4M
17	RFG Advisory, LLC added	Shares	+1.0K	+$13.5K	$457.5K
18	Capital Investment Advisory Services, LLC new	Shares	+46	+$871	$871
19	PARK AVENUE SECURITIES LLC added	Shares	+7.8K	+$114	$2.6K
20	Nova Wealth Management, Inc. unchanged	Shares	0	-$23	$1.7K
21	CoreCap Advisors, LLC unchanged	Shares	0	-$25	$1.8K
22	LANARK FINANCIAL, INC. unchanged	Shares	0	-$99	$7.2K
23	Triumph Capital Management added	Shares	+4	-$324	$29.2K
24	RCW Management, LLC unchanged	Shares	0	-$3.6K	$261.2K
25	PFG Investments, LLC trimmed	Shares	-56	-$4.4K	$245.8K
26	Main Street Group, LTD trimmed	Shares	-500	-$12.7K	$228.6K
27	Brookstone Capital Management trimmed	Shares	-669	-$25.0K	$887.2K
28	Good Harbor Advisors, Inc. unchanged	Shares	0	-$26.5K	$1.9M
29	Farther Finance Advisors, LLC trimmed	Shares	-1.7K	-$37.1K	$582.6K
30	CAPITAL WEALTH MANAGEMENT, LLC trimmed	Shares	-2.9K	-$70.8K	$1.1M
31	Security National Bank added	Shares	+1.6K	-$138.0K	$12.3M
32	Intrua Financial, LLC trimmed	Shares	-23.3K	-$471.7K	$1.8M
33	Sharkey, Howes & Javer trimmed	Shares	-24.6K	-$478.6K	$495.2K
34	Sonoma Allocations LLC trimmed	Shares	-56.7K	-$1.2M	$2.7M
35	Hibernia Wealth Partners, LLC trimmed	Shares	-82.1K	-$1.6M	$1.9M