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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 260 M -USD 20.7 M -750,408 -7%
Lincoln National Corp
2
Lincoln National Corp
Pennsylvania
USD 211 M +USD 758 k +27,460 +0.4%
AssetMark Inc
3
AssetMark Inc
California
USD 28.2 M +USD 907 k +32,860 +3%
Financial Enhancement Group
4
Financial Enhancement Group
Indiana
USD 26.1 M +USD 1.55 M +56,140 +6%
Bank of America
5
Bank of America
North Carolina
USD 17.2 M -USD 838 k -30,364 -5%
Global Financial Private Capital
6
Global Financial Private Capital
Florida
USD 17 M +USD 1.42 M +51,572 +9%
Morgan Stanley
7
Morgan Stanley
New York
USD 14.6 M -USD 506 k -18,340 -3%
Advisory Alpha
8
Advisory Alpha
Michigan
USD 11.1 M +USD 454 k +16,436 +4%
Jane Street
9
Jane Street
New York
USD 11.1 M -USD 3.3 M -119,588 -23%
TIAA FSB
10
TIAA FSB
Florida
USD 10.6 M -USD 30 M -1,085,276 -74%
UBS AM
11
UBS AM
Illinois
USD 10.3 M +USD 5.59 M +202,630 +121%
UBP Investment Advisors
12
UBP Investment Advisors
Switzerland
USD 9.46 M +USD 154 k +5,562 +2%
Beacon Investment Advisory Services
13
Beacon Investment Advisory Services
New Jersey
USD 9.24 M +USD 757 k +27,436 +9%
Wells Fargo
14
Wells Fargo
California
USD 8.79 M +USD 588 k +21,312 +7%
Charles Schwab Investment Advisory
15
Charles Schwab Investment Advisory
California
USD 8.66 M +USD 8.61 M +311,842 Nuevas
UBS Group
16
UBS Group
Switzerland
USD 8.65 M +USD 2.03 M +73,376 +31%
Focused Wealth Management
17
Focused Wealth Management
New York
USD 8.61 M +USD 470 k +17,014 +6%
Stadion Money Management
18
Stadion Money Management
Georgia
USD 8.32 M +USD 138 k +5,016 +2%
Merriman Wealth Management
19
Merriman Wealth Management
Washington
USD 8 M +USD 7.96 M +288,244 Nuevas
Quantitative Advantage
20
Quantitative Advantage
Minnesota
USD 7.09 M -USD 136 k -4,938 -2%
Willow Creek Wealth Management
21
Willow Creek Wealth Management
California
USD 7 M +USD 314 k +11,388 +5%
Brinker Capital Investments
22
Brinker Capital Investments
Pennsylvania
USD 6.06 M +USD 420 k +15,212 +7%
Wolverine Trading
23
Wolverine Trading
Illinois
USD 4.65 M – – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
USD 3.04 M -USD 139 k -5,048 -4%
Larson Financial Group
25
Larson Financial Group
Missouri
USD 2.76 M +USD 515 k +18,656 +23%
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