13F Insight
DOSSIER · 13F Holders · Q2 2026
TIPX

SPDR SERIES TRUST

160 institutions still hold SPDR SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R861·160 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.7B
visible holders
Holders
160
filers reporting
Concentration
65.99%
STATE STREET CORP #1
top holder share
AI Holders Summary · Q2 2026

160 institutions reported TIPX in Q2 2026. STATE STREET CORP leads at 66.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
STATE STREET CORP
CIK 0000093751
$1.1B59.2M0.03%Q2 202602
UBS Group AG
CIK 0001610520
$285M15.0M0.04%Q2 202603
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$61M3.2M0.01%Q2 202604
LPL Financial LLC
CIK 0001403438
$57M3.0M0.01%Q2 202605
ST GERMAIN D J CO INC
CIK 0000831571
$32M1.7M1.16%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$19M1.0M0.00%Q2 202607
Brio Consultants, LLC
CIK 0001747799
$19M1.0M2.24%Q2 202608
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$16M853K0.08%Q2 202609
Security National Bank
CIK 0001719739
$12M650K1.47%Q2 202610
Stratos Wealth Partners, LTD.
CIK 0001612865
$10M551K0.10%Q2 202611
Treasure Coast Financial Planning
CIK 0001911307
$10M538K4.97%Q2 202612
JPMORGAN CHASE & CO
CIK 0000019617
$10M503K0.00%Q2 202613
MORGAN STANLEY
CIK 0000895421
$7M363K0.00%Q2 202614
Aspire Private Capital, LLC
CIK 0001767340
$7M344K1.34%Q2 202615
ASSETMARK, INC
CIK 0001344551
$6M338K0.01%Q2 202616
Continuum Advisory, LLC
CIK 0001846532
$6M315K0.48%Q2 202617
Cerity Partners LLC
CIK 0001566475
$6M301K0.01%Q2 202618
ALESCO ADVISORS LLC
CIK 0001269978
$5M285K0.12%Q2 202619
Pinnacle Wealth Planning Services, Inc.
CIK 0001726752
$5M244K0.44%Q2 202620
McIlrath & Eck, LLC
CIK 0001701714
$5M240K0.34%Q1 2026
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