TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF - Pemilikan Institusi - Pembeli

SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
US ˙ ARCA ˙ US78468R8613

Pemilikan Institusi dan Dana - Pembeli

Pemegang utama yang telah membuka kedudukan baru dalam SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF termasuk AllGen Financial Advisors, Inc., Integrity Alliance, Llc., Modern Wealth Management, LLC, Detalus Advisors, LLC, Avantax Advisory Services, Inc., National Bank Of Canada /fi/, Ameritas Advisory Services, LLC, WestEnd Advisors, LLC, dan Dunhill Financial, LLC .

Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.

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Tarikh Fail Sumber Pelabur Jenis Purata Harga
(Ang)
Saham ΔSaham
(%)
Nilai
Dilaporkan
($1000)
Δ Nilai
(%)
Peruntukan Port
(%)
2025-07-15 13F Optima Capital Llc 67,240 34.51 1,287 34.10
2025-08-11 13F Western Wealth Management, LLC 10,922 7.54 209 7.73
2025-08-12 13F Jpmorgan Chase & Co 74,798 0.22 1,432 -0.07
2025-07-17 13F Raleigh Capital Management Inc. 103,433 7.02 1,980 6.74
2025-08-07 13F AllGen Financial Advisors, Inc. 502,279 9,614
2025-07-16 13F Maridea Wealth Management LLC 37,067 0.27 709 0.00
2025-08-28 NP SSBRX - State Street Target Retirement 2025 Fund Class I This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,363,152 0.88 351,471 0.62
2025-07-29 13F Elevation Capital Advisory, LLC 378,409 21.86 7,243 21.53
2025-08-04 13F Integrity Alliance, Llc. 93,772 1,795
2025-08-28 NP GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 539,336 5.01 10,323 4.74
2025-08-12 13F Proequities, Inc. 0 0
2025-08-04 13F Creative Financial Designs Inc /adv 17,747 69.10 340 68.66
2025-08-14 13F Treasure Coast Financial Planning 452,126 3.68 8,654 3.41
2025-08-27 13F/A Brinker Capital Investments, LLC 25,066 54.58 480 54.02
2025-07-09 13F Breakwater Capital Group 27,242 80.88 521 80.28
2025-08-11 13F Principal Securities, Inc. 1,526 16.31 29 20.83
2025-07-22 13F Simplicity Wealth,LLC 68,046 209.45 1,302 209.26
2025-07-18 13F Lockerman Financial Group, Inc. 16,999 8.50 325 8.33
2025-07-28 13F Harbour Investments, Inc. 24,886 12.92 476 12.80
2025-07-30 13F Brookstone Capital Management 57,134 0.68 1,094 0.37
2025-08-08 13F Cetera Investment Advisers 126,654 6.25 2,424 5.99
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 230,884 2.52 4,419 2.27
2025-07-25 13F Cwm, Llc 1,797 0.73 0
2025-07-24 13F Blair William & Co/il 535 494.44 10 900.00
2025-08-27 NP RLY - SPDR SSGA Multi-Asset Real Return ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,835,147 29.92 54,265 29.58
2025-08-01 13F Austin Private Wealth, LLC 188,963 70.08 3,617 69.61
2025-08-28 NP SSFNX - State Street Target Retirement Fund Class I This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,177,760 1.20 271,362 0.93
2025-08-12 13F LPL Financial LLC 2,358,568 2.01 45,143 1.74
2025-08-14 13F Wells Fargo & Company/mn 21,755 529.85 416 530.30
2025-08-14 13F State Street Corp 51,951,485 5.97 994,351 5.70
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 637,279 7.33 12,198 7.05
2025-07-28 13F Mutual Advisors, LLC 142,126 84.68 2,717 84.83
2025-08-13 13F Continuum Advisory, LLC 307,908 7.59 5,893 7.32
2025-07-21 13F Ameritas Advisory Services, LLC 20 0
2025-07-25 13F McNamara Financial Services, Inc. 64,444 0.84 1,233 0.57
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 109,463 0.75 2 0.00
2025-08-11 13F Strategic Wealth Partners, Ltd. 748 14
2025-07-16 13F St Germain D J Co Inc 1,230,322 6.16 23,548 5.89
2025-07-28 13F RFG Advisory, LLC 23,101 4.83 442 4.74
2025-08-14 13F Raymond James Financial Inc 83,507 6.70 1,598 6.46
2025-07-14 13F Iams Wealth Management, Llc 10,450 200
2025-08-05 13F Dunhill Financial, LLC 1 0
2025-08-07 13F Brio Consultants, LLC 864,922 3.53 16,555 3.26
2025-08-08 13F Hibernia Wealth Partners, LLC 175,092 93.57 3,351 93.14
2025-08-18 13F/A National Bank Of Canada /fi/ 140 3
2025-08-14 13F Fmr Llc 67,495 1.49 1,292 1.18
2025-08-28 NP SSBWX - State Street Target Retirement 2030 Fund Class I This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,640,984 10.20 337,648 9.92
2025-08-05 13F Sigma Planning Corp 11,497 220
2025-08-11 13F Citigroup Inc 5,598 9.06 107 9.18
2025-08-01 13F Envestnet Asset Management Inc 693,995 3.71 13,283 3.44
2025-08-14 13F Stifel Financial Corp 98,882 251.31 1,893 250.37
2025-07-14 13F Sowell Financial Services LLC 10,843 2.25 208 1.97
2025-07-22 13F Aspire Private Capital, LLC 295,468 2.68 5,655 2.41
2025-08-12 13F Running Point Capital Advisors, LLC 6,209 23.05 119 22.92
2025-08-12 13F Change Path, LLC 39,604 9.18 758 8.91
2025-08-05 13F Landmark Wealth Management, Inc. 50,504 13.00 967 12.72
2025-08-14 13F Goldman Sachs Group Inc 745,340 1.87 14,266 1.60
2025-05-15 13F/A Orion Portfolio Solutions, LLC 16,216 10.83 311 15.19
2025-07-18 13F Truist Financial Corp 51,969 4.84 995 4.52
2025-07-29 13F Balboa Wealth Partners 18,503 4.83 354 4.73
2025-08-06 13F AE Wealth Management LLC 13,759 1.91 263 1.54
2025-08-11 13F HighTower Advisors, LLC 77,465 10.05 1,483 9.78
2025-08-14 13F GWM Advisors LLC 157,151 3.90 3,008 3.62
2025-08-15 13F Equitable Holdings, Inc. 74,525 91.61 1,426 91.15
2025-07-23 13F WestEnd Advisors, LLC 9 0
2025-08-15 13F Kestra Advisory Services, LLC 41,999 0.66 804 0.38
2025-07-22 13F Merit Financial Group, LLC 40,878 62.80 782 62.58
2025-08-13 13F Flow Traders U.s. Llc 10,976 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 82,534 407.28 1,582 407.05
2025-08-08 13F Pnc Financial Services Group, Inc. 10,357 62.92 198 63.64
2025-08-28 NP SSCJX - State Street Target Retirement 2035 Fund Class I This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,711,997 113.27 32,768 112.72
2025-08-08 13F Avantax Advisory Services, Inc. 10,308 197
2025-08-12 13F CIBC Private Wealth Group, LLC 0 0
2025-08-13 13F Transce3nd, LLC 470 410.87 9 700.00
2025-07-23 13F Detalus Advisors, LLC 17,912 343
2025-07-18 13F Lynx Investment Advisory 47,728 4.77 914 4.46
2025-08-13 13F Safe Harbor Fiduciary, LLC 99 11.24 2 0.00
2025-08-14 13F Modern Wealth Management, LLC 20,572 394
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