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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 298 M -USD 10.9 M -380,851 -4%
State Street
2
State Street
Massachusetts
USD 265 M -USD 19.8 M -695,440 -7%
Lincoln National Corp
3
Lincoln National Corp
Pennsylvania
USD 210 M +USD 8.48 M +297,751 +4%
AssetMark Inc
4
AssetMark Inc
California
USD 69.6 M +USD 50.5 M +1,771,442 +266%
Pure Financial Advisors
5
Pure Financial Advisors
California
USD 49.1 M +USD 423 k +14,834 +0.9%
Bank of America
6
Bank of America
North Carolina
USD 39.3 M +USD 17.9 M +626,987 +83%
TD Ameritrade Investment Management
7
TD Ameritrade Investment Management
Nebraska
USD 26.6 M +USD 2.55 M +89,454 +11%
Financial Enhancement Group
8
Financial Enhancement Group
Indiana
USD 25.4 M +USD 25.3 M +889,167 +600,789%
Morgan Stanley
9
Morgan Stanley
New York
USD 16.7 M +USD 1.51 M +52,842 +10%
Capital Analysts LLC
10
Capital Analysts LLC
Pennsylvania
USD 16.6 M +USD 207 k +7,264 +1%
Willow Creek Wealth Management
11
Willow Creek Wealth Management
California
USD 13.4 M +USD 511 k +17,929 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
USD 10.9 M +USD 1.62 M +56,955 +18%
UBP Investment Advisors
13
UBP Investment Advisors
Switzerland
USD 10.4 M -USD 4.36 k -153 -0%
Ladenburg Thalmann Financial Services
14
Ladenburg Thalmann Financial Services
Florida
USD 10.1 M +USD 4.85 M +170,068 +93%
Stadion Money Management
15
Stadion Money Management
Georgia
USD 9.8 M +USD 185 k +6,501 +2%
Global Financial Private Capital
16
Global Financial Private Capital
Florida
USD 9.6 M +USD 55.3 k +1,941 +0.6%
TIAA FSB
17
TIAA FSB
Florida
USD 8 M +USD 242 k +8,502 +3%
Cannon Financial Strategists
18
Cannon Financial Strategists
Georgia
USD 7.93 M +USD 1.1 M +38,773 +16%
Blueprint Investment Partners
19
Blueprint Investment Partners
North Carolina
USD 7.87 M +USD 7.86 M +275,732 Nuevas
Merriman Wealth Management
20
Merriman Wealth Management
Washington
USD 7.71 M -USD 119 k -4,172 -2%
OptiFour Integrated Wealth Management
21
OptiFour Integrated Wealth Management
Virginia
USD 5.36 M +USD 1.77 k +62 +0%
Larson Financial Group
22
Larson Financial Group
Missouri
USD 5.23 M +USD 784 k +27,530 +18%
UBS Group
23
UBS Group
Switzerland
USD 5.1 M +USD 776 k +27,235 +18%
Bank of New York Mellon
24
Bank of New York Mellon
New York
USD 4.92 M +USD 1.05 M +37,002 +27%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 4.13 M +USD 593 k +20,803 +17%
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