SPDR SERIES TRUST

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TIPX·78468R861·US·ETF-13D/G

TIPX (SPDR SERIES TRUST) is held by 47 institutional investors as of Q2 2026. Largest holders: STATE STREET CORP ($1.1B), UBS Group AG ($284.6M), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($60.6M). Net institutional sentiment: Bullish.

47

Holders

(7 Elite)

$1.6B

Total Value

68% (47)

Consensus

32 buying - 15 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)49

Insider (Form 4)77

Activist (13D/13G)37

Congressional (STOCK Act)80

Holder Quality

76

★★★★★

Elite

50

★★★★

Strong

84

★★★

Solid

42

★★

Below

51

★

Weak

Held by 47 funds

7 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists Jun 5, 2025 · Congress none

ActivistTRUIST FINANCIAL CORP0.1%Jun 5, 2025

View all activist filings

Top Holders

Top Holders (47)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
STATE STREET CORP	Increased	59.2M(+11.3%)	$1.1B	0.0%	+10.59%	36
UBS Group AG	Increased	15M(+3.4%)	$284.6M	0.0%	-0.97%	32
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	3.2M(-6.1%)	$60.6M	0.0%	-0.94%	0
LPL Financial LLC	Increased	3M(+7.3%)	$56.6M	0.0%	+8.46%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	1M(+11.8%)	$19.3M	0.0%	+6.82%	32
Envestnet Portfolio Solutions, Inc.	Increased	852,862(+11.3%)	$16.1M	0.1%	+7.02%	31
JPMORGAN CHASE & CO	Increased	502,817(+579.6%)	$9.5M	0.0%	-0.71%	45
MORGAN STANLEY	Increased	362,795(+1.1%)	$6.9M	0.0%	+1.74%	28
ASSETMARK, INC	Increased	338,125(+3.0%)	$6.4M	0.0%	+8.19%	28
Cerity Partners LLC	Increased	300,675(+12.6%)	$5.7M	0.0%	-1.07%	30
BANK OF AMERICA CORP /DE/	Decreased	223,228(-77.4%)	$4.2M	0.0%	+1.24%	0
NewEdge Advisors, LLC	Increased	189,782(+9.0%)	$3.6M	0.0%	+4.44%	29
ROYAL BANK OF CANADA	Increased	182,076(+244.5%)	$3.4M	0.0%	-0.13%	43
Cetera Investment Advisers	Increased	174,366(+5.0%)	$3.3M	0.0%	+7.78%	28
Rockefeller Capital Management L.P.	Increased	145,518(+2.3%)	$2.8M	0.0%	-0.41%	27
HighTower Advisors, LLC	Increased	131,930(+10.7%)	$2.5M	0.0%	+5.54%	29
RAYMOND JAMES FINANCIAL INC	Increased	110,115(+1.4%)	$2.1M	0.0%	+3.91%	26
STIFEL FINANCIAL CORP	Decreased	103,194(-38.5%)	$2M	0.0%	+1.66%	0
Equitable Holdings, Inc.	Increased	82,380(+11.2%)	$1.6M	0.0%	+1.42%	28
WELLS FARGO & COMPANY/MN	Increased	78,436(+1415.1%)	$1.5M	0.0%	-1.35%	41

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TIPXSPDR SERIES TRUST

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer