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Get Institutions for : 
Spdr Barclays 1 To 10 Year Tips (TIPX)  
$18.25 0.09 (0.49%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    1
Total shares held : 
 61,477,093  
% of shares held : 
 14.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -27  
Amount of shares held : 
 2,655,295  
% of shares held change : 
   0.65%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $17.98  
Last Quarter's Ending Price : 
 $18.59  
Last Quarter's Average Price : 
 $18.21  
Change from last quarter's     
avg. price to the last closing  : 
0.04 (0.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 914,822
 1.49%
 
Increased Positions :
35
 5,133,838
 8.35%
 
Unchanged Positions :
23
 354,622
 0.58%
 
Decreased Positions :
63
-3,070,185
-4.99%
 
Closed Positions :
20
-323,180
-0.53%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   STATE STREET CORP 395 - 2023-12-31 43,672,307 $811,868,000 3,753,092
   LPL FINANCIAL CORP 271 - 2023-12-31 5,573,102 $103,604,000 -1,105,901
   ST GERMAIN D J CO INC 40 - 2024-03-31 889,045 $16,572,000 180,342
   BANK OF AMERICA CORP /DE/ 1975 - 2023-12-31 860,393 $15,995,000 591,713
   ENVESTNET ASSET MANAGEMENT INC 1180 - 2023-12-31 827,467 $15,383,000 -5,170
   Brio Consultants LLC 12 - 2023-12-31 681,273 $12,665,000 16,218
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 245 - 2023-12-31 663,197 $12,329,000 -17,493
   Krasney Financial LLC 10 - 2024-03-31 526,239 $9,809,000 28,703
   PMFM INC. 18 *New 2023-12-31 520,172 $9,670,000 520,172
   MORGAN STANLEY 3566 - 2023-12-31 391,074 $7,270,000 -8,403
   Envestnet Portfolio Solutions Inc. 265 - 2023-12-31 370,246 $6,883,000 91,086
   ALESCO ADVISORS LLC 36 - 2023-12-31 298,923 $5,557,000 -22,303
   Continuum Advisory LLC 24 - 2023-12-31 279,522 $5,196,000 -99,632
   Aspire Private Capital LLC 19 - 2024-03-31 267,600 $4,988,000 -58,816
   MML INVESTORS SERVICES LLC 636 - 2023-12-31 246,400 $4,581,000 -39,946
   Advisor Group Holdings Inc. 1256 - 2023-12-31 245,429 $4,563,000 -115,338
   Cetera Investment Advisers 486 - 2023-12-31 234,106 $4,352,000 -5,445
   Treasure Coast Financial Planning 15 - 2024-03-31 196,800 $3,668,000 5,413
   Pinnacle Wealth Planning Services Inc. 29 - 2023-12-31 187,605 $3,488,000 4,299
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 965 - 2024-03-31 180,416 $3,363,000 8,758
   Certified Advisory Corp 68 - 2023-12-31 170,124 $3,163,000 -1,003
   AE Wealth Management LLC 739 - 2023-12-31 169,980 $3,151,000 77,129
   ROYAL BANK OF CANADA 2321 - 2023-12-31 145,393 $2,702,000 101,762
   Hibernia Wealth Partners LLC 12 - 2023-12-31 144,441 $2,685,000 144,153
   RAYMOND JAMES & ASSOCIATES 1987 - 2024-03-31 138,612 $2,584,000 -11,516
   GeoWealth Management LLC 100 - 2023-12-31 135,784 $2,524,000 -10,558
   Tradition Wealth Management LLC 68 - 2023-12-31 133,694 $2,485,000 -177,460
   JANNEY MONTGOMERY SCOTT LLC 1009 - 2023-12-31 133,131 $2,475,000 -28,493
   FINANCIAL NETWORK 884 - 2023-12-31 130,029 $2,417,000 -23,840
   PARK AVENUE SECURITIES LLC 342 - 2024-03-31 129,291 $2,410,000 -15,881
   Farther Finance Advisors LLC 114 - 2023-12-31 126,925 $2,360,000 -10,608
   ICA Group Wealth Management LLC 41 - 2023-12-31 121,984 $2,268,000 11,249
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2573 *New 2023-12-31 120,903 $2,248,000 120,903
   JANE STREET GROUP LLC 2337 - 2023-12-31 115,727 $2,151,000 -425,658
   Private Advisor Group LLC 748 - 2023-12-31 111,799 $2,078,000 -161,812
   GOLDMAN SACHS GROUP INC/ 3179 - 2023-12-31 100,000 $1,859,000 -36,050
   Orion Portfolio Solutions LLC 707 - 2023-12-31 92,447 $1,712,000 -43,990
   Raleigh Capital Management Inc. 36 - 2023-12-31 88,871 $1,652,000 -1,704
   Perigon Wealth Management LLC 255 - 2023-12-31 88,675 $1,648,000 -54,019
   SILVER OAK SECURITIES Inc 116 *New 2023-12-31 82,680 $1,537,000 82,680
   MANUFACTURERES LIFE INSURANCE CO 1563 - 2023-12-31 82,000 $1,524,000 0
   Mutual Advisors LLC 327 - 2023-12-31 80,951 $1,505,000 4,114
   Beacon Pointe Advisors LLC 563 - 2023-12-31 75,445 $1,403,000 -31,577
   AXXCESS WEALTH MANAGEMENT LLC 298 - 2023-12-31 73,594 $1,368,000 -5,754
   DEUTSCHE BANK AG 1822 - 2023-12-31 69,148 $1,285,000 0
   HIGHTOWER ADVISORS, LLC 1694 - 2023-12-31 66,010 $1,229,000 9,164
   J P MORGAN CHASE & CO 3221 - 2023-12-31 65,004 $1,208,000 6,896
   AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 22 - 2024-03-31 60,609 $1,120,000 -73,057
   SHEETS SMITH & ASSOCIATES INC 135 - 2023-09-30 56,837 $1,028,000 9,188
   Colonial River Wealth Management LLC - 2023-12-31 55,184 $1,026,000 19,977
   UBS Group AG 3467 - 2023-12-31 49,959 $929,000 -11,292
   McNamara Financial Services Inc. 28 - 2024-03-31 49,475 $922,000 -13,552
   Tidemark LLC 34 - 2023-12-31 48,952 $910,000 0
   CAPITAL WEALTH MANAGEMENT LLC 26 - 2024-03-31 46,165 $861,000 -5,022
   Belpointe Asset Management LLC 248 *New 2023-12-31 44,782 $832,000 44,782
   MULTIFINANCIAL SECURITIES CORP 854 - 2023-12-31 44,181 $821,000 -4,085
   Global Retirement Partners LLC 416 - 2024-03-31 41,180 $768,000 1,895
   HPM Partners LLC *New 2023-12-31 40,352 $750,000 40,352
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2226 - 2024-03-31 39,908 $744,000 -17,130
   VALMARK ADVISERS INC 302 - 2023-12-31 37,295 $693,000 -38,634
   Western Wealth Management LLC 356 - 2023-12-31 34,380 $639,000 -3,279
   Atria Wealth Solutions Inc. 1075 - 2023-12-31 34,131 $634,000 3,491
   Strategic Financial Concepts LLC 144 - 2024-03-31 33,712 $628,000 -10,264
   FSB PREMIER WEALTH MANAGEMENT INC. 75 - 2023-12-31 31,894 $593,000 -587
   Aveo Capital Partners LLC 187 - 2023-12-31 30,807 $573,000 -976
   Traction Financial Partners LLC 35 - 2023-12-31 29,200 $543,000 0
   BB&T CORP 1902 - 2023-12-31 27,986 $520,000 -1,559
   Simplicity WealthLLC 722 - 2024-03-31 27,758 $517,000 75
   PNC FINANCIAL SERVICES GROUP INC 1500 - 2023-12-31 27,567 $512,000 10
   Argent Trust Co 412 - 2023-12-31 25,873 $481,000 -3,818
   Significant Wealth Partners LLC 82 - 2023-12-31 25,737 $478,000 0
   HARBOUR INVESTMENTS INC. 550 - 2023-12-31 25,520 $474,000 -4,900
   Regency Capital Management Inc.DE *New 2023-12-31 25,415 $472,000 25,415
   Financial Advocates Investment Management 453 - 2023-12-31 24,176 $449,000 -1,652
   Pallas Capital Advisors LLC 298 - 2024-03-31 23,944 $446,000 -2,047
   Redwood Financial Network Corp 82 - 2023-12-31 23,121 $430,000 1,880
   17 CAPITAL PARTNERS LLC 83 *New 2024-03-31 22,211 $414,000 22,211
   Capital Wealth Alliance LLC - 2023-12-31 21,980 $409,000 -44,443
   RFG Advisory Group LLC 542 - 2024-03-31 21,767 $406,000 -17,096
   Change Path LLC 411 - 2023-12-31 21,839 $406,000 -10,193
   Balboa Wealth Partners 132 - 2023-12-31 20,485 $381,000 -38
   RICHARDSON FINANCIAL SERVICES INC. 93 - 2023-12-31 18,660 $347,000 0
   Walkner Condon Financial Advisors LLC 201 - 2024-03-31 18,198 $339,000 812
   STIFEL FINANCIAL CORP 2777 - 2023-12-31 17,912 $333,000 -2,696
   Kestra Advisory Services LLC 1803 - 2023-12-31 16,841 $313,000 1,697
   BLODGETT WEALTH ADVISORS LLC 47 - 2024-03-31 16,210 $302,000 0
   Integrated Wealth Concepts LLC 1275 - 2023-12-31 15,281 $284,000 -2,293
   Brookstone Capital Management 772 - 2024-03-31 15,167 $283,000 9
   Austin Private Wealth LLC 177 - 2024-03-31 14,900 $275,000 -3,522
   CWM LLC 1362 - 2024-03-31 14,707 $274,000 1,915
   Goss Wealth Management LLC 1570 - 2023-12-31 14,565 $271,000 1,953
   Good Life Advisors LLC 349 - 2023-12-31 14,503 $270,000 -10,710
   CANANDAIGUA NATIONAL BANK & TRUST CO 231 - 2024-03-31 13,950 $260,000 0
   Keystone Financial Group 236 - 2023-12-31 13,919 $259,000 0
   USAdvisors Wealth Management LLC 111 - 2023-12-31 13,598 $252,000 -34,868
   BANK OF NEW YORK MELLON CORP 3728 - 2024-03-31 13,535 $252,000 13,535
   West Wealth Group LLC 69 - 2023-12-31 13,554 $252,000 -3,181
   Merit Financial Group LLC 671 *New 2023-12-31 13,276 $247,000 13,276
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2029 - 2024-03-31 13,188 $246,000 -6,509
   Main Street Group LTD 69 - 2023-12-31 12,574 $234,000 0
  100 Records found
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