SPDR Portfolio TIPS ETF (SPIP) Institutional Ownership

$25.53

+0.05 (+0.20%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 114
Total Institutional Inflows (last 12 months): $192.97M

Number of Institutional Sellers (last 12 months): 108
Total Institutional Outflows (last 12 months): $116.46M

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SPIP Institutional Buying and Selling by Quarter

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SPDR Portfolio TIPS ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Detalus Advisors LLC	47,900	$1.22M	0.4%	+8.5%	0.097%
7/26/2024	Integrity Wealth Solutions LLC	122,622	$3.12M	2.0%	-20.1%	0.248%
7/26/2024	Bank of New York Mellon Corp	180,716	$4.59M	0.0%	-15.6%	0.366%
7/25/2024	Wooster Corthell Wealth Management Inc.	293,697	$7.47M	1.7%	+6.5%	0.595%
7/24/2024	McAdam LLC	23,098	$587K	0.0%	-8.9%	0.047%
7/23/2024	1620 Investment Advisors Inc.	1,030	$26K	0.0%	N/A	0.002%
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7/23/2024	Horst & Graben Wealth Management LLC	11,943	$304K	0.1%	+6.4%	0.024%
7/23/2024	Security Financial Services INC.	77,390	$1.97M	0.4%	+7.4%	0.157%
7/20/2024	Auour Investments LLC	23,577	$599K	0.2%	+2.1%	0.048%
7/19/2024	Western Wealth Management LLC	8,122	$206K	0.0%	-27.7%	0.016%
7/18/2024	Pure Financial Advisors LLC	1,179,145	$29.97M	0.8%	-0.9%	2.387%
7/18/2024	Verde Capital Management	96,934	$2.46M	0.8%	+11.8%	0.196%
7/17/2024	Financial Strategies Group Inc.	10,828	$275K	0.1%	-4.0%	0.022%
7/17/2024	ERn Financial LLC	209,564	$5.33M	0.9%	+11.6%	0.424%
7/16/2024	Great Valley Advisor Group Inc.	1,343,133	$34.14M	1.0%	+12.8%	2.719%
7/16/2024	Wealth Enhancement Advisory Services LLC	22,832	$580K	0.0%	+127.8%	0.046%
7/16/2024	Ameliora Wealth Management Ltd.	6,126	$156K	0.1%	-21.3%	0.012%
7/16/2024	Insight Advisors LLC PA	81,154	$2.06M	0.4%	-30.7%	0.164%
7/15/2024	Fifth Third Securities Inc.	12,390	$315K	0.0%	-23.2%	0.025%
7/12/2024	Southland Equity Partners LLC	38,860	$988K	0.3%	-2.5%	0.079%
7/11/2024	Prentice Wealth Management LLC	316,661	$8.05M	2.6%	+14.2%	0.641%
7/10/2024	CWM LLC	70,981	$1.80M	0.0%	+40.8%	0.144%
7/9/2024	Northwest Capital Management Inc	63,925	$1.63M	0.6%	+44.1%	0.129%
7/8/2024	City State Bank	44,755	$1.14M	0.5%	-1.3%	0.091%
7/8/2024	Benchmark Wealth Management LLC	12,860	$327K	0.2%	+4.2%	0.026%
7/8/2024	ST Germain D J Co. Inc.	150,626	$3.83M	0.2%	-13.2%	0.305%
5/24/2024	Cetera Advisors LLC	23,186	$594K	0.0%	N/A	0.047%
5/24/2024	Cetera Investment Advisers	80,485	$2.06M	0.0%	+147.9%	0.163%
5/17/2024	Aspect Partners LLC	39,303	$1.01M	0.8%	+12.5%	0.079%
5/17/2024	Comerica Bank	31,891	$817K	0.0%	+755.4%	0.064%
5/16/2024	B. Riley Wealth Advisors Inc.	8,249	$205K	0.0%	N/A	0.016%
5/15/2024	Ascent Group LLC	50,444	$1.29M	0.1%	+29.7%	0.101%
5/14/2024	Advisors Asset Management Inc.	14,367	$368K	0.0%	+8.6%	0.029%
5/14/2024	Northwest Wealth Management LLC	19,688	$504K	0.1%	-6.3%	0.039%
5/11/2024	Jacobi Capital Management LLC	27,600	$707K	0.1%	+45.5%	0.055%
5/10/2024	TIAA Trust National Association	276,851	$7.09M	0.0%	-7.9%	0.554%
5/10/2024	Nwam LLC	11,515	$291K	0.0%	+7.4%	0.023%
5/9/2024	Charles Schwab Investment Advisory Inc.	3,536,643	$90.61M	0.1%	-3.6%	7.073%
5/8/2024	West Wealth Group LLC	44,510	$1.14M	0.4%	N/A	0.089%
5/8/2024	Avantax Advisory Services Inc.	8,413	$216K	0.0%	-42.6%	0.017%
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5/7/2024	PFG Advisors	26,906	$689K	0.1%	-13.4%	0.054%
5/7/2024	Insight Advisors LLC PA	117,092	$3M	0.6%	+4.5%	0.234%
5/4/2024	Geneos Wealth Management Inc.	62,436	$1.60M	0.1%	-1.4%	0.125%
5/4/2024	WBI Investments LLC	21,108	$541K	0.1%	N/A	0.042%
5/3/2024	Larson Financial Group LLC	19,095	$489K	0.0%	-4.0%	0.038%
5/3/2024	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	35,077	$899K	0.1%	-25.3%	0.070%
5/3/2024	Rinkey Investments	224,399	$5.75M	2.1%	+2.8%	0.449%
5/2/2024	Cliftonlarsonallen Wealth Advisors LLC	16,589	$425K	0.0%	-7.0%	0.033%
5/2/2024	Lincoln National Corp	8,350,188	$213.93M	3.3%	+3.2%	16.700%
5/1/2024	Janney Montgomery Scott LLC	323,777	$8.30M	0.0%	+23.2%	0.648%
5/1/2024	Auour Investments LLC	23,081	$591K	0.2%	+4.8%	0.046%
5/1/2024	SeaBridge Investment Advisors LLC	107,680	$2.76M	0.7%	+3.3%	0.215%
4/30/2024	Private Advisor Group LLC	129,710	$3.32M	0.0%	-2.0%	0.259%
4/30/2024	HB Wealth Management LLC	9,556	$245K	0.0%	-16.5%	0.019%
4/30/2024	Wooster Corthell Wealth Management Inc.	275,856	$7.07M	1.6%	+4.3%	0.552%
4/30/2024	Valtinson Bruner Financial Planning LLC	599,926	$15.37M	6.5%	+62.2%	1.200%
4/30/2024	Commonwealth Equity Services LLC	43,121	$1.11M	0.0%	-9.4%	0.086%
4/26/2024	JNBA Financial Advisors	14,589	$374K	0.0%	-18.1%	0.029%
4/25/2024	Cambridge Investment Research Advisors Inc.	73,420	$1.88M	0.0%	-9.4%	0.146%
4/24/2024	Newbridge Financial Services Group Inc.	2,710	$69K	0.0%	-49.3%	0.005%
4/24/2024	Spire Wealth Management	3,473	$89K	0.0%	-53.1%	0.007%
4/23/2024	Global Retirement Partners LLC	26,480	$678K	0.0%	-2.0%	0.053%
4/23/2024	Wealth Advisory Solutions LLC	39,246	$1.01M	0.3%	N/A	0.078%
4/23/2024	McAdam LLC	25,361	$650K	0.0%	-8.0%	0.050%
4/23/2024	Raymond James Financial Services Advisors Inc.	270,794	$6.94M	0.0%	+6.1%	0.537%
4/22/2024	Altfest L J & Co. Inc.	19,006	$487K	0.1%	-91.0%	0.038%
4/22/2024	Drive Wealth Management LLC	13,919	$357K	0.1%	-27.0%	0.028%
4/20/2024	KWB Wealth	25,680	$658K	0.1%	-46.1%	0.051%
4/19/2024	Accel Wealth Management	15,745	$403K	0.2%	-5.5%	0.031%
4/18/2024	Integrity Wealth Solutions LLC	153,455	$3.93M	2.6%	-7.7%	0.304%
4/17/2024	Trilogy Capital Inc.	11,174	$286K	0.0%	-34.7%	0.022%
4/16/2024	Bridge Advisory LLC	35,778	$917K	0.5%	-25.0%	0.071%
4/16/2024	Ameliora Wealth Management Ltd.	7,780	$199K	0.1%	-11.1%	0.015%
4/16/2024	ERn Financial LLC	187,711	$4.81M	0.8%	+2.0%	0.372%
4/16/2024	Mosley Wealth Management	317,309	$8.13M	7.6%	-9.3%	0.630%
4/15/2024	Wealthcare Capital Management LLC	47,086	$1.21M	0.1%	-5.1%	0.093%
4/15/2024	Wealthcare Advisory Partners LLC	97,989	$2.51M	0.1%	-0.4%	0.194%
4/15/2024	Hobart Private Capital LLC	26,695	$684K	0.2%	-3.4%	0.053%
4/15/2024	Flagstar Advisors Inc.	93,235	$2.39M	0.7%	-15.9%	0.185%
4/15/2024	Prentice Wealth Management LLC	277,253	$7.10M	2.5%	+3.9%	0.550%
4/13/2024	Priebe Wealth Holdings LLC	10,330	$265K	0.2%	-75.0%	0.016%
4/12/2024	Navalign LLC	21,425	$549K	0.2%	-79.4%	0.034%
4/12/2024	Southland Equity Partners LLC	39,846	$1.02M	0.3%	-3.1%	0.063%
4/11/2024	Security Financial Services INC.	72,025	$1.85M	0.4%	+13.3%	0.114%
4/11/2024	City State Bank	45,355	$1.16M	0.5%	-21.2%	0.072%
4/10/2024	Ridgewood Investments LLC	26,126	$669K	0.4%	+9.1%	0.041%
4/9/2024	Northwest Capital Management Inc	44,352	$1.14M	0.4%	-11.1%	0.070%
4/9/2024	Destiny Wealth Partners LLC	25,959	$665K	0.1%	-6.9%	0.041%
4/2/2024	ST Germain D J Co. Inc.	173,465	$4.44M	0.2%	-31.5%	0.274%
3/6/2024	SageView Advisory Group LLC	13,487	$346K	0.0%	-33.1%	0.021%
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3/4/2024	Vima LLC	1,540	$39K	0.1%	N/A	0.002%
3/1/2024	Transcendent Capital Group LLC	2,398	$61K	0.0%	N/A	0.004%
2/16/2024	Aspect Partners LLC	34,934	$893K	0.6%	N/A	0.055%
2/14/2024	Northwest Wealth Management LLC	21,017	$537K	0.2%	-5.3%	0.033%
2/14/2024	Mosley Wealth Management	350,035	$8.95M	8.8%	N/A	0.553%
2/14/2024	Traction Financial Partners LLC	77,480	$1.98M	1.3%	N/A	0.122%
2/14/2024	CFS Investment Advisory Services LLC	37,953	$970K	0.2%	+3.6%	0.060%
2/13/2024	Peapack Gladstone Financial Corp	16,542	$423K	0.0%	-24.6%	0.026%
2/9/2024	SageView Advisory Group LLC	13,487	$346K	0.0%	-33.1%	0.021%
2/9/2024	Cambridge Investment Research Advisors Inc.	81,030	$2.07M	0.0%	-10.9%	0.128%

(Data available from 1/1/2016 forward)

SPIP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPIP shares?: During the previous two years, 284 institutional investors and hedge funds held shares of SPDR Portfolio TIPS ETF. The most heavily invested institutionals were Lincoln National Corp ($213.93M), Charles Schwab Investment Advisory Inc. ($90.61M), Bank of America Corp DE ($87.30M), 3EDGE Asset Management LP ($86.77M), LPL Financial LLC ($57.71M), Great Valley Advisor Group Inc. ($34.14M), and Stadion Money Management LLC ($33.22M).Learn more on SPIP's institutional investors.
Which institutional investors have been buying SPDR Portfolio TIPS ETF stock?: Of the 222 institutional investors that purchased SPDR Portfolio TIPS ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Advisory Inc. ($3.01M), Bank of America Corp DE ($1.44M), Great Valley Advisor Group Inc. ($1.07M), Lincoln National Corp ($1.02M), CFS Investment Advisory Services LLC ($986.22K), Cerity Partners LLC ($965.01K), and Prentice Wealth Management LLC ($764.36K).
How much institutional buying is happening at SPDR Portfolio TIPS ETF?: Institutional investors have bought a total of 23,553,962 shares in the last 24 months. This purchase volume represents approximately $609.18M in transactions.

Which SPDR Portfolio TIPS ETF major shareholders have been selling company stock?: Of the 190 institutional investors that sold SPDR Portfolio TIPS ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Advisory Inc. ($9.79M), LPL Financial LLC ($3.31M), 3EDGE Asset Management LP ($2.63M), Stadion Money Management LLC ($1.96M), CFS Investment Advisory Services LLC ($851.75K), Gerber Kawasaki Wealth & Investment Management ($849.01K), and Raymond James Financial Services Advisors Inc. ($704.49K).
How much institutional selling is happening at SPDR Portfolio TIPS ETF?: Institutional investors have sold a total of 32,735,239 shares in the last 24 months. This volume of shares sold represents approximately $865.47M in transactions.