DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SPIP

SS SPDR P TIPS ETF

226 institutions still hold SS SPDR P TIPS ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A656·Exchange Traded Fund·226 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$547M
visible holders
Holders
226
filers reporting
Concentration
21.77%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

226 institutions reported SPIP in Q1 2026. CWM, LLC leads at 21.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$119M4.6M0.31%Q1 2026
02
STATE STREET CORP
CIK 0000093751
$96M3.7M0.00%Q1 2026
03
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$76M2.9M0.01%Q1 2026
04
Cannon Financial Strategists, Inc.
CIK 0002031123
$30M1.2M3.94%Q1 2026
05
Pure Financial Advisors, LLC
CIK 0001571556
$27M1.0M0.39%Q1 2026
06
3EDGE Asset Management, LP
CIK 0001665605
$23M888K1.12%Q1 2026
07
Cerity Partners LLC
CIK 0001566475
$21M826K0.03%Q1 2026
08
Hughes Financial Services, LLC
CIK 0002054465
$21M809K2.75%Q2 2026
09
LPL Financial LLC
CIK 0001403438
$20M750K0.01%Q1 2026
10
BANK OF AMERICA CORP /DE/
CIK 0000070858
$18M694K0.00%Q1 2026
11
Willow Creek Wealth Management Inc.
CIK 0001632407
$16M621K1.34%Q3 2025
12
GOLDMAN SACHS GROUP INC
CIK 0000886982
$12M445K0.00%Q1 2026
13
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M409K0.00%Q1 2026
14
MORGAN STANLEY
CIK 0000895421
$10M388K0.00%Q1 2026
15
ERn Financial, LLC
CIK 0001768302
$10M372K1.58%Q2 2026
16
WELLS FARGO & COMPANY/MN
CIK 0000072971
$9M337K0.00%Q1 2026
17
SeaBridge Investment Advisors LLC
CIK 0001304229
$8M317K1.18%Q2 2026
18
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$8M311K0.31%Q2 2026
19
Private Advisor Group, LLC
CIK 0001567755
$8M298K0.04%Q1 2026
20
Aquire Wealth Advisors, LLC
CIK 0001745945
$6M228K1.56%Q1 2026
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