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State Street SPDR Portfolio TIPS Index ETF
SPIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 309 M -USD 17.4 M -610,548 -5%
State Street
2
State Street
Massachusetts
USD 284 M +USD 9.8 M +344,687 +4%
Lincoln National Corp
3
Lincoln National Corp
Pennsylvania
USD 202 M -USD 3.57 M -125,582 -2%
Pure Financial Advisors
4
Pure Financial Advisors
California
USD 48.6 M -USD 665 k -23,352 -1%
TD Ameritrade Investment Management
5
TD Ameritrade Investment Management
Nebraska
USD 24 M +USD 4.67 M +164,064 +24%
Bank of America
6
Bank of America
North Carolina
USD 21.4 M -USD 1.69 M -59,372 -7%
AssetMark Inc
7
AssetMark Inc
California
USD 19 M -USD 5.66 M -198,816 -23%
Capital Analysts LLC
8
Capital Analysts LLC
Pennsylvania
USD 16.3 M +USD 16.3 M +571,106 +35,080%
UBS AM
9
UBS AM
Illinois
USD 15.5 M +USD 1.1 M +38,470 +8%
Morgan Stanley
10
Morgan Stanley
New York
USD 15.1 M -USD 456 k -16,008 -3%
Willow Creek Wealth Management
11
Willow Creek Wealth Management
California
USD 12.9 M +USD 860 k +30,212 +7%
UBP Investment Advisors
12
UBP Investment Advisors
Switzerland
USD 10.4 M +USD 1.37 M +48,203 +15%
Stadion Money Management
13
Stadion Money Management
Georgia
USD 9.6 M +USD 386 k +13,560 +4%
Global Financial Private Capital
14
Global Financial Private Capital
Florida
USD 9.5 M -USD 1.75 M -61,647 -16%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 9.25 M -USD 2.92 M -102,660 -24%
Merriman Wealth Management
16
Merriman Wealth Management
Washington
USD 7.82 M -USD 73.3 k -2,574 -0.9%
TIAA FSB
17
TIAA FSB
Florida
USD 7.74 M +USD 229 k +8,053 +3%
Cannon Financial Strategists
18
Cannon Financial Strategists
Georgia
USD 6.82 M +USD 2.75 M +96,737 +68%
OptiFour Integrated Wealth Management
19
OptiFour Integrated Wealth Management
Virginia
USD 5.35 M +USD 44.2 k +1,554 +0.8%
Ladenburg Thalmann Financial Services
20
Ladenburg Thalmann Financial Services
Florida
USD 5.24 M +USD 717 k +25,194 +16%
Larson Financial Group
21
Larson Financial Group
Missouri
USD 4.44 M +USD 242 k +8,503 +6%
UBS Group
22
UBS Group
Switzerland
USD 4.32 M -USD 8.8 k -309 -0.2%
Guggenheim Capital
23
Guggenheim Capital
Illinois
USD 4.31 M +USD 620 k +21,777 +17%
Citadel Advisors
24
Citadel Advisors
Florida
USD 4.01 M -USD 6.25 M -219,384 -61%
Bank of New York Mellon
25
Bank of New York Mellon
New York
USD 3.86 M +USD 194 k +6,807 +5%
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