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State Street SPDR Portfolio TIPS ETF
SPIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 357 M +USD 288 M +10,698,364 +420%
State Street
2
State Street
Massachusetts
USD 227 M -USD 18.7 M -695,472 -8%
Lincoln National Corp
3
Lincoln National Corp
Pennsylvania
USD 195 M -USD 8.52 M -317,078 -4%
Pure Financial Advisors
4
Pure Financial Advisors
California
USD 45.9 M +USD 1.75 M +65,116 +4%
Bank of America
5
Bank of America
North Carolina
USD 28.4 M +USD 14.1 M +526,038 +99%
Financial Enhancement Group
6
Financial Enhancement Group
Indiana
USD 26.3 M +USD 23.6 k +880 +0.1%
AssetMark Inc
7
AssetMark Inc
California
USD 22.2 M -USD 3.13 M -116,522 -12%
Morgan Stanley
8
Morgan Stanley
New York
USD 14.7 M +USD 1.14 M +42,564 +8%
Ritholtz Wealth Management
9
Ritholtz Wealth Management
New York
USD 13.7 M +USD 13.6 M +506,758 Nuevas
TIAA FSB
10
TIAA FSB
Florida
USD 12.3 M +USD 2.14 M +79,554 +21%
Global Financial Private Capital
11
Global Financial Private Capital
Florida
USD 11.8 M -USD 3.33 M -123,730 -22%
TD Ameritrade Investment Management
12
TD Ameritrade Investment Management
Nebraska
USD 10.9 M +USD 5.77 M +214,534 +112%
UBP Investment Advisors
13
UBP Investment Advisors
Switzerland
USD 9.48 M +USD 976 k +36,312 +12%
Willow Creek Wealth Management
14
Willow Creek Wealth Management
California
USD 9.28 M +USD 2.35 M +87,342 +34%
Beacon Investment Advisory Services
15
Beacon Investment Advisory Services
New Jersey
USD 9.04 M -USD 108 k -4,000 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 8.88 M +USD 8.42 M +313,330 +1,927%
Stadion Money Management
17
Stadion Money Management
Georgia
USD 7.86 M -USD 889 k -33,076 -10%
Wells Fargo
18
Wells Fargo
California
USD 7.41 M -USD 976 k -36,328 -12%
Flow Traders U.S.
19
Flow Traders U.S.
New York
USD 6.99 M +USD 6.56 M +244,010 +1,597%
UBS AM
20
UBS AM
Illinois
USD 6.87 M -USD 3.5 M -130,270 -34%
Brinker Capital Investments
21
Brinker Capital Investments
Pennsylvania
USD 5.51 M -USD 425 k -15,818 -7%
OptiFour Integrated Wealth Management
22
OptiFour Integrated Wealth Management
Virginia
USD 4.78 M +USD 4.76 M +177,266 Nuevas
UBS Group
23
UBS Group
Switzerland
USD 4.67 M -USD 1.93 M -71,760 -29%
EFL
24
ERn Financial LLC
Wisconsin
USD 3.5 M +USD 3.49 M +129,734 Nuevas
Bank of New York Mellon
25
Bank of New York Mellon
New York
USD 3.16 M +USD 348 k +12,932 +12%
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