SPIP Institutional Ownership
State Street SPDR Portfolio TIPS ETF
1W: -0.5%
1M: -2.7%
3M: -4.2%
YTD: -6.0%
1Y: -6.3%
3Y: +6.9%
5Y: -5.5%
$24.37
-0.03 (-0.12%)
Weekly Expected Move ±0.7%
$24
$24
$24
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPIP
224
Institutional Holders
-12 vs prior quarter
0.0%
Ownership
+0.00pp
647M
Total Invested
16
New Positions
78
Increased
78
Reduced
22
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (249 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 4,582,105 | $112M | +496,894 | +12.2% | 18Q | SEC ↗ |
| 2 | STATE STREET CORP | 3,869,418 | $94M | +197,597 | +5.4% | 46Q | SEC ↗ |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,803,213 | $68M | -110,169 | -3.8% | 12Q | SEC ↗ |
| 4 | Sixth Street Partners Management Compa NEW | 2,803,213 | $68M | — | +0.0% | 1Q | SEC ↗ |
| 5 | 3EDGE Asset Management, LP | 1,668,236 | $41M | +779,810 | +87.8% | 7Q | SEC ↗ |
| 6 | Cannon Financial Strategists, Inc. | 1,228,789 | $30M | +76,072 | +6.6% | 30Q | SEC ↗ |
| 7 | Pure Financial Advisors, LLC | 1,041,207 | $25M | -7,314 | -0.7% | 54Q | SEC ↗ |
| 8 | LPL Financial LLC | 848,847 | $21M | +98,889 | +13.2% | 54Q | SEC ↗ |
| 9 | Cerity Partners LLC | 830,222 | $20M | +4,283 | +0.5% | 18Q | SEC ↗ |
| 10 | Hughes Financial Services, LLC | 808,835 | $20M | +59,249 | +7.9% | 7Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 698,096 | $17M | +4,586 | +0.7% | 15Q | SEC ↗ |
| 12 | FULTON BREAKEFIELD BROENNIMAN LLC | 426,017 | $10M | +261,991 | +159.7% | 13Q | SEC ↗ |
| 13 | MORGAN STANLEY | 421,149 | $10M | +33,165 | +8.5% | 60Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 391,911 | $10M | -17,509 | -4.3% | 39Q | SEC ↗ |
| 15 | ERn Financial, LLC | 371,944 | $9M | +25,273 | +7.3% | 31Q | SEC ↗ |
| 16 | IFG Advisory, LLC NEW | 346,590 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Private Advisor Group, LLC | 322,186 | $8M | +24,148 | +8.1% | 32Q | SEC ↗ |
| 18 | SeaBridge Investment Advisors LLC | 316,529 | $8M | +30,721 | +10.7% | 17Q | SEC ↗ |
| 19 | FLAGSHIP HARBOR ADVISORS, LLC | 310,719 | $8M | +11,494 | +3.8% | 4Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 284,279 | $7M | -52,458 | -15.6% | 72Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 269,522 | $7M | -175,303 | -39.4% | 15Q | SEC ↗ |
| 22 | Financial Engines Advisors L.L.C. | 217,545 | $5M | +33,480 | +18.2% | 18Q | SEC ↗ |
| 23 | Aquire Wealth Advisors, LLC | 206,789 | $5M | -21,348 | -9.4% | 19Q | SEC ↗ |
| 24 | GREAT VALLEY ADVISOR GROUP, INC. | 200,387 | $5M | -6,968 | -3.4% | 15Q | SEC ↗ |
| 25 | Procyon Advisors, LLC | 186,544 | $5M | -2,781 | -1.5% | 4Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 168,079 | $4M | +3,122 | +1.9% | 23Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 162,020 | $4M | +33,379 | +25.9% | 63Q | SEC ↗ |
| 28 | RAFFA WEALTH MANAGEMENT, LLC NEW | 158,108 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Focus Partners Wealth NEW | 142,117 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Verde Capital Management | 129,584 | $3M | +2,154 | +1.7% | 27Q | SEC ↗ |
| 31 | Garde Capital, Inc. | 127,494 | $3M | +6,597 | +5.5% | 6Q | SEC ↗ |
| 32 | Note Advisors, LLC | 120,853 | $3M | +6,003 | +5.2% | 7Q | SEC ↗ |
| 33 | RAYMOND JAMES FINANCIAL INC | 119,786 | $3M | +4,525 | +3.9% | 7Q | SEC ↗ |
| 34 | Integrity Wealth Solutions LLC | 109,654 | $3M | +2,401 | +2.2% | 11Q | SEC ↗ |
| 35 | JPMORGAN CHASE & CO | 104,031 | $3M | -15,035 | -12.6% | 21Q | SEC ↗ |
| 36 | TIAA TRUST, NATIONAL ASSOCIATION | 101,072 | $2M | +25 | +0.0% | 12Q | SEC ↗ |
| 37 | BlackDiamond Wealth Management, LLC | 100,268 | $2M | +40,147 | +66.8% | 2Q | SEC ↗ |
| 38 | CFS Investment Advisory Services, LLC | 98,664 | $2M | +36,927 | +59.8% | 2Q | SEC ↗ |
| 39 | Foundations Investment Advisors, LLC | 92,292 | $2M | +11,768 | +14.6% | 7Q | SEC ↗ |
| 40 | Allen Capital Group, LLC | 85,227 | $2M | +1,385 | +1.7% | 14Q | SEC ↗ |
| 41 | Continuum Advisory, LLC | 80,173 | $2M | +6,063 | +8.2% | 34Q | SEC ↗ |
| 42 | ALTFEST L J & CO INC | 79,400 | $2M | +4,079 | +5.4% | 16Q | SEC ↗ |
| 43 | Jacobi Capital Management LLC | 78,926 | $2M | +11,306 | +16.7% | 24Q | SEC ↗ |
| 44 | TRUIST FINANCIAL CORP | 78,462 | $2M | -5,229 | -6.2% | 27Q | SEC ↗ |
| 45 | ST GERMAIN D J CO INC | 74,656 | $2M | -1,035 | -1.4% | 13Q | SEC ↗ |
| 46 | Rinkey Investments | 71,130 | $2M | -921 | -1.3% | 19Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 69,425 | $2M | +9,514 | +15.9% | 38Q | SEC ↗ |
| 48 | Gerber Kawasaki Wealth & Investment Ma | 68,315 | $2M | +6,646 | +10.8% | 22Q | SEC ↗ |
| 49 | SigFig Wealth Management, LLC | 57,557 | $1M | -1,022 | -1.7% | 34Q | SEC ↗ |
| 50 | CULBERTSON A N & CO INC | 56,780 | $1M | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,803,213 | $68M |
| IFG Advisory, LLC | 346,590 | $8M |
| RAFFA WEALTH MANAGEMENT, LLC | 158,108 | $4M |
| Focus Partners Wealth | 142,117 | $3M |
| CAPE COD FIVE CENTS SAVINGS BANK | 44,608 | $1M |
| Global Retirement Partners, LLC | 9,894 | $241K |
| Arax Advisory Partners | 2,791 | $68K |
| Beacon Financial Strategies CORP | 1,251 | $30K |
| Ameritas Advisory Services, LLC | 830 | $20K |
| Integrated Wealth Concepts LLC | 830 | $20K |
| Arlington Trust Co LLC | 573 | $14K |
| FIDUCIARY FINANCIAL ADVISORS | 424 | $10K |
| HOWE & RUSLING INC | 389 | $9K |
| Cape Investment Advisory, Inc. | 308 | $8K |
| Atlantic Union Bankshares Corp | 101 | $2K |
| Addison Advisors LLC | 72 | $2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Tower Research Capital LLC (TRC) | 215,794 | $5M |
| JANE STREET GROUP, LLC | 50,301 | $1M |
| Independent Advisor Alliance | 47,792 | $1M |
| Global View Capital Management LLC | 40,108 | $977K |
| FLAGSTAR ADVISORS INC | 22,630 | $551K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | 16,589 | $404K |
| GTS SECURITIES LLC | 15,092 | $368K |
| WBI INVESTMENTS, LLC | 12,681 | $309K |
| Maridea Wealth Management LLC | 11,514 | $281K |
| Collaborative Wealth Managment Inc. | 10,838 | $264K |
| Accel Wealth Management | 9,718 | $237K |
| HB Wealth Management, LLC | 9,685 | $236K |
| Range Advisory, LLC | 9,324 | $227K |
| TrueWealth Financial Partners | 8,840 | $215K |
| Resonant Capital Advisors, LLC | 7,997 | $195K |
| McAdam, LLC | 7,757 | $189K |
| Comprehensive Money Management Serv | 7,727 | $188K |
| SageView Advisory Group, LLC | 7,632 | $186K |
| Ascentis Independent Advisors | 5,112 | $125K |
| Western Wealth Management, LLC | 3,518 | $86K |