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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 248 M -USD 7.19 M -261,430 -3%
Lincoln National Corp
2
Lincoln National Corp
Pennsylvania
USD 206 M -USD 1.36 M -49,630 -0.7%
Charles Schwab Investment Advisory
3
Charles Schwab Investment Advisory
California
USD 69.3 M +USD 61.4 M +2,233,692 +716%
Pure Financial Advisors
4
Pure Financial Advisors
California
USD 44.6 M +USD 45 M +1,637,908 Nuevas
Financial Enhancement Group
5
Financial Enhancement Group
Indiana
USD 26.3 M +USD 673 k +24,472 +3%
AssetMark Inc
6
AssetMark Inc
California
USD 25.6 M -USD 2.09 M -75,924 -7%
Global Financial Private Capital
7
Global Financial Private Capital
Florida
USD 15.3 M -USD 1.42 M -51,510 -8%
Bank of America
8
Bank of America
North Carolina
USD 14.4 M -USD 2.46 M -89,376 -14%
Morgan Stanley
9
Morgan Stanley
New York
USD 13.7 M -USD 631 k -22,950 -4%
UBS AM
10
UBS AM
Illinois
USD 10.5 M +USD 412 k +15,002 +4%
TIAA FSB
11
TIAA FSB
Florida
USD 10.3 M -USD 85.8 k -3,122 -0.8%
Jane Street
12
Jane Street
New York
USD 9.43 M -USD 1.42 M -51,606 -13%
Beacon Investment Advisory Services
13
Beacon Investment Advisory Services
New Jersey
USD 9.24 M +USD 187 k +6,788 +2%
Advisory Alpha
14
Advisory Alpha
Michigan
USD 9.02 M -USD 1.93 M -70,314 -17%
Stadion Money Management
15
Stadion Money Management
Georgia
USD 8.84 M +USD 691 k +25,140 +8%
UBP Investment Advisors
16
UBP Investment Advisors
Switzerland
USD 8.6 M -USD 756 k -27,488 -8%
Wells Fargo
17
Wells Fargo
California
USD 8.48 M -USD 144 k -5,252 -2%
Focused Wealth Management
18
Focused Wealth Management
New York
USD 8.35 M -USD 100 k -3,626 -1%
Merriman Wealth Management
19
Merriman Wealth Management
Washington
USD 7.93 M +USD 78.9 k +2,870 +1%
Willow Creek Wealth Management
20
Willow Creek Wealth Management
California
USD 7 M +USD 139 k +5,074 +2%
UBS Group
21
UBS Group
Switzerland
USD 6.67 M -USD 1.83 M -66,584 -21%
Brinker Capital Investments
22
Brinker Capital Investments
Pennsylvania
USD 6 M +USD 50.2 k +1,828 +0.8%
TD Ameritrade Investment Management
23
TD Ameritrade Investment Management
Nebraska
USD 5.22 M +USD 4.17 M +151,604 +379%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
USD 5.13 M +USD 5.17 M +188,202 Nuevas
Ladenburg Thalmann Financial Services
25
Ladenburg Thalmann Financial Services
Florida
USD 2.92 M +USD 443 k +16,114 +18%
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