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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 257 M -USD 146 M -4,722,693 -36%
Lincoln National Corp
2
Lincoln National Corp
Pennsylvania
USD 240 M +USD 4.29 M +138,784 +2%
State Street
3
State Street
Massachusetts
USD 134 M +USD 54.9 k +1,779 +0%
LPL Financial
4
LPL Financial
California
USD 94.7 M +USD 24.4 M +791,335 +35%
JP Morgan Chase
5
JP Morgan Chase
New York
USD 80.3 M +USD 79.7 M +2,579,783 Nuevas
Bank of America
6
Bank of America
North Carolina
USD 50.1 M +USD 4.78 M +154,829 +11%
Pure Financial Advisors
7
Pure Financial Advisors
California
USD 42 M -USD 452 k -14,625 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 41.9 M +USD 4.33 M +140,055 +12%
Private Advisor Group
9
Private Advisor Group
New Jersey
USD 40.5 M -USD 780 k -25,262 -2%
TD Ameritrade Investment Management
10
TD Ameritrade Investment Management
Nebraska
USD 40.1 M +USD 173 k +5,614 +0.4%
Morgan Stanley
11
Morgan Stanley
New York
USD 32.1 M +USD 88 k +2,849 +0.3%
TIAA FSB
12
TIAA FSB
Florida
USD 29.5 M -USD 1.04 M -33,565 -3%
Capital Analysts LLC
13
Capital Analysts LLC
Pennsylvania
USD 27.8 M +USD 2.2 M +71,295 +9%
UBS Group
14
UBS Group
Switzerland
USD 26.4 M +USD 8.83 M +285,954 +51%
Gerber Kawasaki Wealth & Investment Management
15
Gerber Kawasaki Wealth & Investment Management
California
USD 21.5 M +USD 3.78 M +122,313 +21%
Raymond James & Associates
16
Raymond James & Associates
Florida
USD 21.3 M +USD 4.13 M +133,755 +24%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 17.9 M +USD 749 k +24,235 +4%
UBP Investment Advisors
18
UBP Investment Advisors
Switzerland
USD 16.1 M -USD 152 k -4,908 -0.9%
Willow Creek Wealth Management
19
Willow Creek Wealth Management
California
USD 15.8 M +USD 472 k +15,279 +3%
AssetMark Inc
20
AssetMark Inc
California
USD 15.3 M +USD 475 k +15,375 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
USD 15.3 M +USD 1.63 M +52,794 +12%
Cannon Financial Strategists
22
Cannon Financial Strategists
Georgia
USD 14.9 M +USD 1.41 M +45,622 +11%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
USD 14.5 M +USD 14.4 M +466,941 Nuevas
Ameriprise
24
Ameriprise
Minnesota
USD 14 M +USD 1.1 M +35,707 +9%
Bridge Advisory
25
Bridge Advisory
California
USD 12.6 M -USD 475 k -15,383 -4%
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