Who owns SPDR Barclays Capital TIPS?

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Analyze quarterly positions in SPDR Barclays Capital TIPS with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of SPDR Barclays Capital TIPS stock

Who bought or sold SPDR Barclays Capital TIPS this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Lincoln National 8.1M $207M 3% Dec 2023
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Charles Schwab Investment Advisory 3.7M $94M -4% Dec 2023
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Bank of America Corporation 1.6M $40M -25% Dec 2023
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Pure Financial Advisors 1.2M $31M -1% Mar 2024
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HPM Partners 1.1M $28M 48% Dec 2023
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Great Valley Advisor Group 920k $24M 3229% Dec 2023
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Greenline Partners 433k $11M 100% Dec 2023
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Charles Schwab Investment Management 395k $10M -15% Dec 2023
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Valtinson Bruner Financial Planning 370k $9.5M 143% Dec 2023
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Foundations Investment Advisors 336k $8.7M -10% Dec 2023
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Wells Fargo & Company 326k $8.3M 5% Dec 2023
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Mosley Wealth Management 317k $8.1M 100% Mar 2024
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Tiaa Trust, National Association 301k $7.7M -11% Dec 2023
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Goldman Sachs Group 292k $7.5M 327% Dec 2023
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Prentice Wealth Management 277k $7.1M 4% Mar 2024
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Raymond James Financial Services Advisors 271k $6.9M 6% Mar 2024
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Apex Investment Services 265k $6.8M 62% Dec 2023
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Janney Montgomery Scott 263k $6.7M -4% Dec 2023
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D. J. St. Germain 253k $6.5M -27% Dec 2023
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Bank of New York Mellon 241k $6.2M -31% Dec 2023
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Treasure Coast Financial Planning 223k $5.7M -18% Dec 2023
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Rinkey Investments 218k $5.6M -33% Dec 2023
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Advisor Group Holdings 213k $5.5M -36% Dec 2023
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Jane Street 198k $5.1M 6% Dec 2023
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Aquire Wealth Advisors 188k $4.8M 3% Dec 2023
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ERn Financial 188k $4.8M 2% Mar 2024
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Collaborative Wealth Managment 184k $4.7M -2% Dec 2023
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Royal Bank of Canada 177k $4.5M -25% Dec 2023
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UBS Group 175k $4.5M 8% Dec 2023
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Phillips Financial Management 174k $4.5M -3% Mar 2024
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Branch Banking & Trust Company 157k $4.0M -12% Dec 2023
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Integrity Wealth Solutions 154k $3.9M -8% Mar 2024
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Citadel Advisors 143k $3.7M -60% Dec 2023
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IFG Advisory 137k $3.5M 0% Dec 2023
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Cape Cod Five Cents Savings Bank 135k $3.4M -50% Dec 2023
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Private Advisor 132k $3.4M 10% Dec 2023
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Jpmorgan Chase & Co 118k $3.0M 9% Dec 2023
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Insight Advisors, LLC/ PA 112k $2.9M 1% Dec 2023
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May Louie 104k $2.7M 100% Dec 2023
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Wealthcare Advisory Partners 98k $2.5M 0% Mar 2024
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SigFig Wealth Management 94k $2.4M -6% Dec 2023
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Signature Securities Group Corporation 93k $2.4M -16% Mar 2024
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Allen Capital Group 93k $2.4M 5% Mar 2024
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AE Wealth Management 87k $2.2M -51% Dec 2023
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Flow Traders US 87k $2.2M 100% Dec 2023
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Verde Capital Management 87k $2.2M 5% Mar 2024
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Keystone Financial Group 87k $2.2M -2% Dec 2023
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Cambridge Investment Research Advisors 73k $1.9M -9% Mar 2024
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Security Financial Services 72k $1.8M 13% Mar 2024
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Geneos Wealth Management 63k $1.6M -18% Dec 2023
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Busey Trust Company 60k $1.5M -12% Mar 2024
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Continuum Advisory 54k $1.4M -1% Dec 2023
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CWM 50k $1.3M -15% Mar 2024
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BIP Wealth 50k $1.3M -9% Dec 2023
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Cary Street Partner Investment Advisory 48k $1.2M -2% Dec 2023
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Commonwealth Equity Services 48k $1.2M -3% Dec 2023
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Financeware 47k $1.2M -5% Mar 2024
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 47k $1.2M 17% Dec 2023
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Eldridge Investment Advisors 47k $1.2M 100% Dec 2023
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City State Bank 45k $1.2M -21% Mar 2024
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Northwest Capital Management 44k $1.1M -11% Mar 2024
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Detalus Advisors 44k $1.1M 11% Mar 2024
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Ehrlich Financial Group 42k $1.1M 100% Mar 2024
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Southland Equity Partners 40k $1.0M -3% Mar 2024
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Wealth Advisory Solutions 39k $1.0M 100% Mar 2024
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Kestra Advisory Services 37k $947k 16% Dec 2023
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Resonant Capital Advisors 36k $930k 12% Dec 2023
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Level Four Advisory Services 36k $926k 13% Dec 2023
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Raymond James & Associates 36k $917k 36% Mar 2024
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Bridge Advisory 36k $917k -25% Mar 2024
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Aspect Partners 35k $893k 100% Dec 2023
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Vise Technologies 32k $816k -4% Dec 2023
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PFG Advisors 31k $794k 100% Dec 2023
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Lido Advisors 31k $793k 100% Dec 2023
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Hobart Private Capital 27k $684k -3% Mar 2024
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Global Retirement Partners 27k $678k -2% Mar 2024
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RWM Asset Management 26k $665k -7% Mar 2024
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Warren Averett Asset Management 26k $662k -1% Dec 2023
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KWB Wealth 26k $658k -46% Mar 2024
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Creative Planning 26k $655k -47% Dec 2023
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 25k $650k 32% Dec 2023
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McAdam 25k $650k -8% Mar 2024
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Mariner Wealth Advisors 25k $648k -32% Dec 2023
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Mercer Global Advisors 24k $616k -6% Dec 2023
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Ridgewood Investments 24k $612k 6% Dec 2023
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Sheets Smith Wealth Management 23k $587k 100% Dec 2023
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Auour Investments 22k $562k 10% Dec 2023
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Navalign 21k $549k -79% Mar 2024
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Northwest Wealth Management 21k $537k -5% Dec 2023
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Good Life Advisors 21k $524k -28% Dec 2023
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Larson Financial Group 20k $508k -4% Dec 2023
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First National Corp 20k $505k 0% Mar 2024
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Altfest L J & Co 19k $487k -91% Mar 2024
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Townsquare Capital 19k $486k -16% Dec 2023
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Western Wealth Management 19k $482k -2% Dec 2023
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CliftonLarsonAllen Wealth Advisors 18k $456k -14% Dec 2023
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JNBA Financial Advisors 18k $455k 43% Dec 2023
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Savant Capital Management 17k $443k -6% Dec 2023
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Fifth Third Securities 16k $413k -80% Mar 2024
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Pathstone Holdings 16k $409k 100% Dec 2023
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Accel Wealth Management 16k $403k -6% Mar 2024
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Efficient Advisors 15k $395k -9% Dec 2023
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H D Vest Advisory Services 15k $375k -2% Dec 2023
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Drive Wealth Management 14k $357k -27% Mar 2024
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Solutions 4 Wealth 14k $346k 100% Dec 2023
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SageView Advisory Group 14k $346k -33% Dec 2023
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Advisors Asset Management 13k $338k 3% Dec 2023
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Coombe, Bender & Co 13k $332k 2% Dec 2023
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Winch Advisory Services 13k $328k -11% Dec 2023
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Benchmark Wealth Management 12k $316k 0% Mar 2024
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Thoroughbred Financial Services 12k $314k 0% Dec 2023
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OneAscent Financial Services 12k $297k -21% Mar 2024
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Stifel Financial 12k $293k -8% Dec 2023
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HB Wealth Management 11k $293k 1% Dec 2023
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Financial Strategies Group 11k $287k 1% Mar 2024
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Horst & Graben Wealth Management 11k $288k -2% Mar 2024
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Trilogy Capital 11k $286k -35% Mar 2024
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Nwam 11k $274k 22% Dec 2023
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CoreCap Advisors 11k $273k -1% Dec 2023
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Ashton Thomas Private Wealth 10k $265k -8% Mar 2024
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Priebe Wealth Holdings 10k $265k -75% Mar 2024
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Financial Counselors 10k $262k 0% Dec 2023
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Wealth Enhancement Advisory Services 10k $257k 100% Mar 2024
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Vertex Planning Partners 9.9k $253k 18% Dec 2023
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Captrust Financial Advisors 9.8k $250k -2% Dec 2023
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Cordant 9.8k $250k 0% Mar 2024
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Stratos Wealth Partners 9.8k $250k -22% Mar 2024
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Banco Santander 9.5k $244k 0% Dec 2023
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Capital Analysts 9.2k $235k -26% Dec 2023
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Ellis Investment Partners 8.9k $228k 1% Mar 2024
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Private Portfolio Partners 8.8k $226k -18% Dec 2023
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Patriot Financial Group Insurance Agency 8.8k $224k 2% Dec 2023
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Kestra Private Wealth Services 8.7k $223k -1% Dec 2023
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WealthCollab 8.5k $216k 100% Dec 2023
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Atria Wealth Solutions 8.4k $215k -76% Dec 2023
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Yoder Wealth Management 8.3k $213k 0% Mar 2024
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Robertson Stephens Wealth Management 8.3k $212k 0% Dec 2023
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Sharkey, Howes & Javer 8.1k $208k 100% Mar 2024
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Prosperity Planning 7.9k $202k 0% Mar 2024
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Ameliora Wealth Management 7.8k $199k -11% Mar 2024
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Princeton Global Asset Management 7.7k $198k 0% Dec 2023
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Us Bancorp 6.9k $178k -2% Dec 2023
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Hanson McClain Advisors 6.1k $155k -18% Dec 2023
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Newbridge Financial Services Group 5.3k $137k -31% Dec 2023
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S.A. Mason 5.2k $134k 0% Mar 2024
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Householder Group Estate & Retirement Specialist 5.2k $133k 9% Dec 2023
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Tidemark 4.4k $112k 100% Dec 2023
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Financial Gravity Wealth 4.3k $1.8M 0% Dec 2023
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IFP Advisors 4.2k $106k 0% Dec 2023
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Spire Wealth Management 3.5k $89k -53% Mar 2024
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Spartan Planning & Wealth Management 296.00 $7.6k -99% Dec 2023
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Who sold out of SPDR Barclays Capital TIPS?

Fund or Company Name Date Sold Shares Held Valued At
Prospera Financial Services Sep 2023 493k $12M
Bank Of Montreal Sep 2023 388k $9.8M
Tempus Wealth Planning Dec 2023 57k $1.5M
McCollum Christoferson Group Sep 2023 39k $959k
MA Private Wealth Sep 2023 30k $749k
Modera Wealth Management Sep 2023 29k $727k
LexAurum Advisors Sep 2023 21k $526k
Two Sigma Securities Sep 2023 15k $363k
Kohmann Bosshard Financial Services Dec 2023 13k $339k
Strategic Advocates Dec 2023 13k $325k
KWMG Dec 2023 13k $320k
Nomura Asset Management Sep 2023 10k $248k
Sawtooth Asset Management Sep 2023 8.6k $214k
RMB Capital Management Sep 2023 8.6k $213k
National Asset Management Sep 2023 8.2k $205k
Hibernia Wealth Partners Sep 2023 4.3k $108k