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State Street SPDR Portfolio TIPS ETF
SPIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
State Street
1
State Street
Massachusetts
USD 189 M +USD 25.2 M +905,028 +16%
Lincoln National Corp
2
Lincoln National Corp
Pennsylvania
USD 176 M +USD 16.4 M +588,306 +11%
TIAA CREF Trust
3
TIAA CREF Trust
Missouri
USD 13.9 M -USD 314 k -11,280 -2%
KLC
4
Knowledge Leaders Capital
Colorado
USD 12.8 M +USD 12.4 M +446,624 Nuevas
Beacon Trust
5
Beacon Trust
New Jersey
USD 9.7 M -USD 160 k -5,760 -2%
Wells Fargo
6
Wells Fargo
California
USD 8.63 M +USD 3.44 M +123,404 +69%
AssetMark Inc
7
AssetMark Inc
California
USD 7.64 M -USD 1.39 M -49,812 -16%
Bank of America
8
Bank of America
North Carolina
USD 5.7 M +USD 242 k +8,700 +5%
Morgan Stanley
9
Morgan Stanley
New York
USD 5.46 M -USD 85.2 k -3,060 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
USD 4.76 M -USD 471 k -16,898 -9%
UBS Group
11
UBS Group
Switzerland
USD 3.5 M +USD 1.56 M +56,148 +85%
Fort Point Capital Partners
12
Fort Point Capital Partners
California
USD 3.41 M -USD 79.8 k -2,866 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 3.03 M +USD 2.8 M +100,678 +1,945%
Chatham Capital Group
14
Chatham Capital Group
Georgia
USD 2.83 M – – –
Phillips Financial Management
15
Phillips Financial Management
Indiana
USD 2.67 M -USD 54.8 k -1,966 -2%
FCG Advisors
16
FCG Advisors
New Jersey
USD 2.44 M +USD 2.38 M +85,292 Nuevas
Pure Financial Advisors
17
Pure Financial Advisors
California
USD 2.19 M -USD 68.8 k -2,470 -3%
NewSquare Capital
18
NewSquare Capital
Pennsylvania
USD 2.14 M +USD 2.09 M +74,910 Nuevas
LPL Financial
19
LPL Financial
California
USD 1.66 M -USD 94.2 k -3,382 -6%
Efficient Advisors
20
Efficient Advisors
Ohio
USD 1.29 M +USD 143 k +5,126 +13%
First Allied Advisory Services
21
First Allied Advisory Services
California
USD 1.25 M -USD 3.79 k -136 -0.3%
Lattice Strategies
22
Lattice Strategies
Pennsylvania
USD 1.14 M -USD 176 k -6,326 -14%
MSI Financial Services
23
MSI Financial Services
Massachusetts
USD 1.11 M -USD 47.6 k -1,710 -4%
Raymond James Financial Services Advisors
24
Raymond James Financial Services Advisors
Florida
USD 1.03 M -USD 11.3 k -404 -1%
Virtu KCG Holdings
25
Virtu KCG Holdings
New York
USD 933 k +USD 274 k +9,840 +43%
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