Filing Research | STATE STREET SPDR PORTFOLIO TIPS ETF Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	Hughes Financial Services, LLC	Shares	808.8KSH	$20.8M
2	ERn Financial, LLC	Shares	371.9KSH	$9.6M
3	SeaBridge Investment Advisors LLC	Shares	316.5KSH	$8.1M
4	FLAGSHIP HARBOR ADVISORS, LLC	Shares	310.7KSH	$8.0M
5	Procyon Advisors, LLC	Shares	186.5KSH	$4.8M
6	CFS Investment Advisory Services, LLC	Shares	98.7KSH	$2.5M
7	ST GERMAIN D J CO INC	Shares	74.7KSH	$1.9M
8	Rinkey Investments	Shares	71.1KSH	$1.8M
9	SigFig Wealth Management, LLC	Shares	57.6KSH	$1.5M
10	Charles Schwab Trust Co	Shares	47.7KSH	$1.2M
11	Wealthcare Advisory Partners LLC	Shares	43.9KSH	$1.1M
12	City State Bank	Shares	42.0KSH	$1.1M
13	CARY STREET PARTNERS FINANCIAL LLC	Shares	41.3KSH	$1.1M
14	Wealth Advisory Solutions, LLC	Shares	36.0KSH	$923.9K
15	Auour Investments LLC	Shares	27.4KSH	$704.1K
16	WEALTHCARE CAPITAL MANAGEMENT LLC	Shares	24.9KSH	$638.9K
17	KWB Wealth	Shares	24.7KSH	$633.6K
18	SHEETS SMITH WEALTH MANAGEMENT	Shares	22.5KSH	$576.9K
19	TRUE BLUE FINANCIAL, LLC	Shares	21.4KSH	$550.2K
20	Amicus Financial Advisors, LLC	Shares	19.3KSH	$495.4K
21	Post Resch Tallon Group Inc.	Shares	19.0KSH	$487.1K
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.7KSH	$371.6K
23	FIFTH THIRD SECURITIES, INC.	Shares	12.7KSH	$326.0K
24	Barnes Wealth Management Group, Inc	Shares	12.3KSH	$314.9K
25	Kohmann Bosshard Financial Services, LLC	Shares	12.0KSH	$308.6K
26	Independent Wealth Network Inc.	Shares	10.3KSH	$265.3K
27	NWAM LLC	Shares	10.3KSH	$264.1K
28	Cordant, Inc.	Shares	9.8KSH	$252.0K
29	D.A. DAVIDSON & CO.	Shares	9.2KSH	$236.0K
30	Southland Equity Partners LLC	Shares	8.8KSH	$225.6K
31	CoreCap Advisors, LLC	Shares	8.1KSH	$207.4K
32	Golden State Wealth Management, LLC	Shares	7.9KSH	$203.6K
33	Prosperity Planning, Inc.	Shares	7.8KSH	$201.0K
34	Farther Finance Advisors, LLC	Shares	6.9KSH	$178.4K
35	GILPIN WEALTH MANAGEMENT, LLC	Shares	4.4KSH	$114.1K
36	JNBA Financial Advisors	Shares	3.4KSH	$86.5K
37	Fairway Wealth LLC	Shares	2.7KSH	$70.6K
38	PARK NATIONAL CORP /OH/	Shares	2.7KSH	$68.6K
39	Realta Investment Advisors	Shares	1.6KSH	$41.5K
40	Princeton Global Asset Management LLC	Shares	1.3KSH	$32.8K
41	Beacon Financial Strategies CORP	Shares	1.3KSH	$32.1K
42	1620 INVESTMENT ADVISORS, INC.	Shares	850SH	$21.8K
43	SBI Securities Co., Ltd.	Shares	660SH	$16.9K
44	Mosley Wealth Management	Shares	576SH	$14.8K
45	Arlington Trust Co LLC	Shares	573SH	$14.7K
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	319SH	$8.1K
47	EverSource Wealth Advisors, LLC	Shares	311SH	$8.0K
48	Cape Investment Advisory, Inc.	Shares	308SH	$7.9K
49	HHM Wealth Advisors, LLC	Shares	300SH	$7.7K
50	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	235SH	$6.0K

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

50 / 60 loaded

#		Instrument
1	Hughes Financial Services, LLC added	Shares	+59.2K	+$1.3M	$20.8M
2	CFS Investment Advisory Services, LLC added	Shares	+36.9K	+$893.0K	$2.5M
3	SeaBridge Investment Advisors LLC added	Shares	+30.7K	+$694.6K	$8.1M
4	ERn Financial, LLC added	Shares	+25.3K	+$534.6K	$9.6M
5	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+11.5K	+$196.4K	$8.0M
6	Charles Schwab Trust Co added	Shares	+6.7K	+$159.3K	$1.2M
7	TRUE BLUE FINANCIAL, LLC added	Shares	+3.6K	+$85.5K	$550.2K
8	Wealthcare Advisory Partners LLC added	Shares	+3.6K	+$80.2K	$1.1M
9	Beacon Financial Strategies CORP new	Shares	+1.3K	+$32.1K	$32.1K
10	FIFTH THIRD SECURITIES, INC. added	Shares	+804	+$16.7K	$326.0K
11	Arlington Trust Co LLC new	Shares	+573	+$14.7K	$14.7K
12	Fairway Wealth LLC added	Shares	+472	+$11.4K	$70.6K
13	Auour Investments LLC added	Shares	+669	+$8.3K	$704.1K
14	KWB Wealth added	Shares	+573	+$8.2K	$633.6K
15	Cape Investment Advisory, Inc. new	Shares	+308	+$7.9K	$7.9K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+7	+$12	$8.1K
17	Financial Management Professionals, Inc. unchanged	Shares	0	$0	$26
18	Signature Resources Capital Management, LLC unchanged	Shares	0	-$1	$77
19	SBI Securities Co., Ltd. added	Shares	+8	-$10	$16.9K
20	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	-$14	$1.1K
21	IFP Advisors, Inc unchanged	Shares	0	-$15	$1.2K
22	Investors Research Corp unchanged	Shares	0	-$28	$2.2K
23	Capital Investment Advisory Services, LLC unchanged	Shares	0	-$56	$4.4K
24	Triumph Capital Management unchanged	Shares	0	-$63	$4.9K
25	HHM Wealth Advisors, LLC unchanged	Shares	0	-$99	$7.7K
26	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$103	$8.0K
27	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$122	$6.0K
28	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	-$281	$21.8K
29	Realta Investment Advisors added	Shares	+8	-$315	$41.5K
30	PARK NATIONAL CORP /OH/ unchanged	Shares	0	-$884	$68.6K
31	JNBA Financial Advisors unchanged	Shares	0	-$1.1K	$86.5K
32	Prosperity Planning, Inc. unchanged	Shares	0	-$2.6K	$201.0K
33	CoreCap Advisors, LLC unchanged	Shares	0	-$2.7K	$207.4K
34	Golden State Wealth Management, LLC trimmed	Shares	-10	-$2.9K	$203.6K
35	D.A. DAVIDSON & CO. unchanged	Shares	0	-$3.0K	$236.0K
36	Cordant, Inc. unchanged	Shares	0	-$3.2K	$252.0K
37	Kohmann Bosshard Financial Services, LLC unchanged	Shares	0	-$4.0K	$308.6K
38	Post Resch Tallon Group Inc. trimmed	Shares	-25	-$4.8K	$487.1K
39	Southland Equity Partners LLC trimmed	Shares	-165	-$7.2K	$225.6K
40	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	-$7.4K	$576.9K
41	Independent Wealth Network Inc. trimmed	Shares	-158	-$7.5K	$265.3K
42	City State Bank added	Shares	+200	-$8.6K	$1.1M
43	Princeton Global Asset Management LLC trimmed	Shares	-371	-$10.1K	$32.8K
44	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-530	-$15.3K	$114.1K
45	Sound Income Strategies, LLC exited	Shares	-721	-$18.7K	$0
46	Farther Finance Advisors, LLC trimmed	Shares	-749	-$20.9K	$178.4K
47	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-707	-$28.1K	$371.6K
48	Barnes Wealth Management Group, Inc trimmed	Shares	-1.0K	-$31.1K	$314.9K
49	Wealth Advisory Solutions, LLC trimmed	Shares	-941	-$36.3K	$923.9K
50	SigFig Wealth Management, LLC trimmed	Shares	-1.0K	-$39.8K	$1.5M

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