Security Snapshot

SPDR SERIES TRUST - Exchange Traded Fund (TIPX) Institutional Ownership

CUSIP: 78468R861

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

137

Shares (Excl. Options)

71,265,147

Price

$19.08

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Type / Class
Equity / Exchange Traded Fund
Symbol
TIPX
Shares outstanding
74,999
Price per share
$19.19
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
71,265,147
Total reported value
$1,359,759,822
% of total 13F portfolios
0%
Share change
+2,442,464
Value change
+$46,362,210
Number of holders
137
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • TIPX - SPDR SERIES TRUST - Exchange Traded Fund is tracked under CUSIP 78468R861.
  • 137 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 137 to 33 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,359,759,822 to $71,052,807.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 137 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 78468R861?
CUSIP 78468R861 identifies TIPX - SPDR SERIES TRUST - Exchange Traded Fund in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of SPDR SERIES TRUST - Exchange Traded Fund (TIPX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TRUIST FINANCIAL CORP 0.1% -100% $979,305 +$42,355 51,815 +4.5% TRUIST FINANCIAL CORP 31 May 2025

As of 31 Dec 2025, 137 institutional investors reported holding 71,265,147 shares of SPDR SERIES TRUST - Exchange Traded Fund (TIPX). This represents 95021% of the company’s total 74,999 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SPDR SERIES TRUST - Exchange Traded Fund (TIPX) together control 90352% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
STATE STREET CORP 74262% 55,696,115 +4.2% 0.04% $1,062,681,874
LPL Financial LLC 3426% 2,569,385 +2.9% 0.01% $49,023,871
ST GERMAIN D J CO INC 1952% 1,464,107 +13% 1.1% $27,935,153
Brio Consultants, LLC 1262% 946,670 +6.5% 2.3% $18,062,460
GOLDMAN SACHS GROUP INC 1154% 865,524 +16% 0% $16,514,198
ENVESTNET ASSET MANAGEMENT INC 970% 727,265 -2.9% 0% $13,876,212
Envestnet Portfolio Solutions, Inc. 911% 683,430 +3.4% 0.05% $13,039,837
Security National Bank 845% 633,464 +3.5% 1.7% $12,086,494
Treasure Coast Financial Planning 752% 563,890 +6.1% 5.7% $10,761,169
ASSETMARK, INC 443% 331,994 -1.3% 0.01% $6,334,446
Alesco Advisors LLC 419% 314,434 -0.14% 0.16% $5,999,401
Aspire Private Capital, LLC 419% 314,398 +3.9% 1.3% $5,998,712
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 384% 288,271 0% $5,500,211
Continuum Advisory, LLC 383% 287,237 +7.6% 0.55% $5,480,485
Sonoma Allocations LLC 314% 235,287 -38% 1.5% $4,505,751
Austin Private Wealth, LLC 313% 234,456 +14% 0.34% $4,473,428
Pinnacle Wealth Planning Services, Inc. 312% 234,285 +3% 0.47% $4,470,155
BANK OF AMERICA CORP /DE/ 303% 227,077 +17% 0% $4,332,627
Sovran Advisors, LLC 267% 200,449 -1% 0.33% $3,828,576
Hibernia Wealth Partners, LLC 236% 177,310 +105% 1% $3,383,084
NewEdge Advisors, LLC 229% 171,921 +5% 0.01% $3,280,256
STIFEL FINANCIAL CORP 209% 157,064 +50% 0% $2,996,783
Cetera Investment Advisers 203% 152,343 +4.7% 0% $2,906,707
UBS Group AG 200% 150,075 -6.2% 0% $2,863,431
Mutual Advisors, LLC 182% 136,638 -3.6% 0.06% $2,607,057

Institutional Holders of SPDR SERIES TRUST - Exchange Traded Fund (TIPX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 3,702,787 $71,052,807 +$2,327,953 $19.19 33
2025 Q4 71,265,147 $1,359,759,822 +$46,362,210 $19.08 137
2025 Q3 68,725,562 $1,325,728,806 +$29,388,853 $19.29 133
2025 Q2 66,822,011 $1,278,940,683 +$33,306,085 $19.14 130
2025 Q1 65,052,024 $1,248,287,924 +$31,745,285 $19.19 132
2024 Q4 63,460,813 $1,173,397,796 +$1,102,904 $18.49 125
2024 Q3 63,082,386 $1,195,254,622 -$7,720,078 $18.95 122
2024 Q2 63,500,725 $1,173,476,561 +$26,523,431 $18.48 133
2024 Q1 62,013,838 $1,155,755,080 +$2,247,519 $18.64 142
2023 Q4 61,896,549 $1,150,623,419 +$48,796,307 $18.59 150
2023 Q3 59,127,549 $1,069,020,699 -$44,923,667 $18.08 133
2023 Q2 61,317,794 $1,131,854,034 +$38,582,997 $18.46 138
2023 Q1 58,816,427 $1,119,120,880 +$38,570,566 $19.03 136
2022 Q4 57,241,553 $1,056,280,825 -$72,310,814 $18.45 138
2022 Q3 60,926,857 $1,110,242,844 +$43,554,918 $18.21 135
2022 Q2 58,497,514 $1,138,522,412 -$18,723,690 $19.46 129
2022 Q1 59,390,287 $1,227,070,166 +$311,233,637 $20.68 122
2021 Q4 45,123,243 $952,582,230 +$195,089,847 $21.12 96
2021 Q3 35,568,038 $750,460,797 +$88,000,288 $21.10 72
2021 Q2 31,108,001 $657,574,334 +$61,674,403 $21.13 58
2021 Q1 28,199,217 $588,691,053 +$93,908,197 $20.87 47
2020 Q4 23,458,713 $490,379,784 +$58,501,363 $20.90 45
2020 Q3 20,621,501 $427,368,273 +$51,735,257 $20.73 42
2020 Q2 18,033,782 $366,746,959 +$30,257,010 $20.33 39
2020 Q1 16,584,359 $325,697,350 +$7,064,458 $19.63 41
2019 Q4 16,227,360 $318,223,929 +$4,824,928 $19.61 39
2019 Q3 15,940,089 $311,847,744 +$2,699,309 $19.56 35
2019 Q2 15,811,040 $309,599,306 +$9,843,702 $19.58 32
2019 Q1 15,307,285 $295,995,875 +$30,191,151 $19.34 28
2018 Q4 14,358,894 $277,141,000 -$26,478,288 $18.87 23
2018 Q3 15,088,728 $286,532,000 +$44,622,013 $18.99 24
2018 Q2 12,738,707 $245,471,000 +$25,022,190 $19.27 19
2018 Q1 11,438,052 $219,552,000 +$42,294,701 $19.19 22
2017 Q4 9,233,944 $178,123,000 +$68,780,439 $19.29 16
2017 Q3 5,656,386 $110,470,000 +$4,583,980 $19.53 11
2017 Q2 5,488,595 $106,643,000 +$14,377,503 $19.43 13
2017 Q1 4,748,085 $93,442,000 +$39,733,768 $19.68 11
2016 Q4 2,748,903 $53,194,000 +$2,366,397 $19.35 11
2016 Q3 2,626,460 $51,951,000 +$32,879,969 $19.78 12
2016 Q2 964,259 $19,383,000 -$434,120 $20.10 10
2016 Q1 986,711 $19,398,000 +$3,437,316 $19.66 10
2015 Q4 812,008 $15,576,000 -$1,685,789 $19.19 8
2015 Q3 900,298 $17,206,000 +$1,856,294 $19.11 10
2015 Q2 803,174 $15,510,000 -$69,385 $19.31 9
2015 Q1 806,576 $15,616,000 +$5,544,094 $19.36 9
2014 Q4 520,266 $9,917,000 +$1,592,470 $19.06 10
2014 Q3 438,145 $8,538,000 +$391,153 $19.50 9
2014 Q2 418,370 $8,392,000 -$376,482 $20.02 6
2014 Q1 429,362 $8,505,000 +$57,270 $19.46 8