Who Owns SPDR SERIES TRUST (TIPX)? -- Institutional Holders (2026-06-30)
160 institutions reported holding $1.80B of SPDR SERIES TRUST (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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | STATE STREET CORP | $1.12B | 59.2M | Added |
| 2 | UBS Group AG | $284.6M | 15.0M | Added |
| 3 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $60.6M | 3.2M | Trimmed |
| 4 | LPL Financial LLC | $56.6M | 3.0M | Added |
| 5 | ST GERMAIN D J CO INC | $32.3M | 1.7M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $19.3M | 1.0M | Added |
| 7 | Brio Consultants, LLC | $19.1M | 1.0M | Added |
| 8 | Envestnet Portfolio Solutions, Inc. | $16.1M | 852,862 | Added |
| 9 | Security National Bank | $12.3M | 650,277 | Added |
| 10 | Stratos Wealth Partners, LTD. | $10.4M | 550,696 | Added |
| 11 | Treasure Coast Financial Planning | $10.2M | 538,380 | Added |
| 12 | JPMORGAN CHASE & CO | $9.5M | 502,817 | Added |
| 13 | MORGAN STANLEY | $6.9M | 362,795 | Added |
| 14 | Aspire Private Capital, LLC | $6.5M | 343,540 | Added |
| 15 | ASSETMARK, INC | $6.4M | 338,125 | Added |
| 16 | Continuum Advisory, LLC | $6.0M | 314,784 | Added |
| 17 | Cerity Partners LLC | $5.7M | 300,675 | Added |
| 18 | Alesco Advisors LLC | $5.4M | 284,895 | Trimmed |
| 19 | Pinnacle Wealth Planning Services, Inc. | $4.6M | 243,967 | Added |
| 20 | BANK OF AMERICA CORP /DE/ | $4.2M | 223,228 | Trimmed |
| 21 | Foundations Investment Advisors, LLC | $3.7M | 197,174 | Added |
| 22 | Sovran Advisors, LLC | $3.7M | 196,516 | Trimmed |
| 23 | NewEdge Advisors, LLC | $3.6M | 189,782 | Added |
| 24 | Royal Bank of Canada | $3.4M | 182,076 | Added |
| 25 | Cetera Investment Advisers | $3.3M | 174,366 | Added |
Source: SEC Form 13F filings · as of 2026-06-30