13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
SPIP

SS SPDR P TIPS ETF

228 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·228 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.4%
vs prior quarter
13F value held
$545M
58.0% inst. owned
of float
Holders
228
-52 QoQ
filers reporting
Activity
+66 / −8
+890 added · −730 reduced
this quarter
Concentration
21.88%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

228 institutions reported SPIP in Q1 2026. CWM, LLC leads at 21.9% of the visible book. -52 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$119M4.6M0.31%Q1 202602
STATE STREET CORP
CIK 0000093751
$96M3.7M0.00%Q1 202603
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$76M2.9M0.01%Q1 202604
Cannon Financial Strategists, Inc.
CIK 0002031123
$30M1.2M3.94%Q1 202605
Pure Financial Advisors, LLC
CIK 0001571556
$27M1.0M0.39%Q1 202606
3EDGE Asset Management, LP
CIK 0001665605
$23M888K1.12%Q1 202607
Cerity Partners LLC
CIK 0001566475
$21M826K0.03%Q1 202608
LPL Financial LLC
CIK 0001403438
$20M750K0.01%Q1 202609
Hughes Financial Services, LLC
CIK 0002054465
$19M750K3.00%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$18M694K0.00%Q1 202611
Willow Creek Wealth Management Inc.
CIK 0001632407
$16M621K1.34%Q3 202512
GOLDMAN SACHS GROUP INC
CIK 0000886982
$12M445K0.00%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M409K0.00%Q1 202614
MORGAN STANLEY
CIK 0000895421
$10M388K0.00%Q1 202615
ERn Financial, LLC
CIK 0001768302
$9M347K1.70%Q1 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$9M337K0.00%Q1 202617
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$8M299K0.34%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$8M298K0.04%Q1 202619
SeaBridge Investment Advisors LLC
CIK 0001304229
$7M286K1.26%Q1 202620
Aquire Wealth Advisors, LLC
CIK 0001745945
$6M228K1.56%Q1 2026
Page 1 of 12
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