Who Owns SPDR (TIPX)? -- Institutional Holders (2026-06-30)

160 institutions reported holding $1.80B of SPDR (TIPX) in SEC 13F filings for 2026-06-30. Largest institutional holders: STATE STREET CORP ($1.12B), UBS Group AG ($284.6M), UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC ($60.6M), LPL Financial LLC ($56.6M), ST GERMAIN D J CO INC ($32.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1STATE STREET CORP$1.12B59.2MAdded
2UBS Group AG$284.6M15.0MAdded
3UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$60.6M3.2MTrimmed
4LPL Financial LLC$56.6M3.0MAdded
5ST GERMAIN D J CO INC$32.3M1.7MAdded
6ENVESTNET ASSET MANAGEMENT INC$19.3M1.0MAdded
7Brio Consultants, LLC$19.1M1.0MAdded
8Envestnet Portfolio Solutions, Inc.$16.1M852,862Added
9Security National Bank$12.3M650,277Added
10Stratos Wealth Partners, LTD.$10.4M550,696Added
11Treasure Coast Financial Planning$10.2M538,380Added
12JPMORGAN CHASE & CO$9.5M502,817Added
13MORGAN STANLEY$6.9M362,795Added
14Aspire Private Capital, LLC$6.5M343,540Added
15ASSETMARK, INC$6.4M338,125Added
16Continuum Advisory, LLC$6.0M314,784Added
17Cerity Partners LLC$5.7M300,675Added
18Alesco Advisors LLC$5.4M284,895Trimmed
19Pinnacle Wealth Planning Services, Inc.$4.6M243,967Added
20BANK OF AMERICA CORP /DE/$4.2M223,228Trimmed
21Foundations Investment Advisors, LLC$3.7M197,174Added
22Sovran Advisors, LLC$3.7M196,516Trimmed
23NewEdge Advisors, LLC$3.6M189,782Added
24Royal Bank of Canada$3.4M182,076Added
25Cetera Investment Advisers$3.3M174,366Added

Source: SEC Form 13F filings · as of 2026-06-30