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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 278 M +USD 20.9 M +740,204 +8%
Lincoln National Corp
2
Lincoln National Corp
Pennsylvania
USD 209 M +USD 7.05 M +249,850 +3%
TIAA FSB
3
TIAA FSB
Florida
USD 47.1 M +USD 2 M +70,806 +4%
Bank of America
4
Bank of America
North Carolina
USD 29.3 M -USD 3.22 M -114,112 -10%
AssetMark Inc
5
AssetMark Inc
California
USD 25.6 M +USD 1.24 M +44,052 +5%
Financial Enhancement Group
6
Financial Enhancement Group
Indiana
USD 14.1 M +USD 14.1 M +501,564 Nuevas
Global Financial Private Capital
7
Global Financial Private Capital
Florida
USD 13 M +USD 1.52 M +53,952 +13%
Morgan Stanley
8
Morgan Stanley
New York
USD 11.6 M +USD 3.6 M +127,648 +45%
Wells Fargo
9
Wells Fargo
California
USD 9.8 M +USD 127 k +4,488 +1%
Advisory Alpha
10
Advisory Alpha
Michigan
USD 9.7 M +USD 9.8 M +348,712 Nuevas
UBP Investment Advisors
11
UBP Investment Advisors
Switzerland
USD 7.74 M +USD 7.77 M +275,304 Nuevas
Stadion Money Management
12
Stadion Money Management
Georgia
USD 7.67 M +USD 426 k +15,098 +6%
Beacon Investment Advisory Services
13
Beacon Investment Advisory Services
New Jersey
USD 7.55 M -USD 443 k -15,696 -6%
Focused Wealth Management
14
Focused Wealth Management
New York
USD 7.38 M +USD 7.4 M +262,508 Nuevas
UBS Group
15
UBS Group
Switzerland
USD 5.61 M -USD 454 k -16,108 -7%
Willow Creek Wealth Management
16
Willow Creek Wealth Management
California
USD 5.36 M +USD 5.37 M +190,534 Nuevas
UBS AM
17
UBS AM
Illinois
USD 4.3 M +USD 411 k +14,568 +11%
MML Investors Services
18
MML Investors Services
Massachusetts
USD 3.75 M +USD 402 k +14,254 +12%
Virtu Financial
19
Virtu Financial
New York
USD 3.52 M +USD 3.53 M +125,184 Nuevas
Bank of New York Mellon
20
Bank of New York Mellon
New York
USD 3.19 M -USD 42.9 k -1,522 -1%
Ladenburg Thalmann Financial Services
21
Ladenburg Thalmann Financial Services
Florida
USD 2.6 M +USD 355 k +12,576 +16%
Phillips Financial Management
22
Phillips Financial Management
Indiana
USD 2.47 M -USD 14.4 k -512 -0.6%
Citigroup
23
Citigroup
New York
USD 2.12 M -USD 9.36 k -332 -0.4%
LPL Financial
24
LPL Financial
California
USD 1.35 M -USD 787 k -27,916 -37%
Stonehage Fleming Financial Services
25
Stonehage Fleming Financial Services
Jersey
USD 1.33 M – – –
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