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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 262 M -USD 68 M -2,483,425 -19%
Lincoln National Corp
2
Lincoln National Corp
Pennsylvania
USD 189 M +USD 1.95 M +71,317 +1%
LPL Financial
3
LPL Financial
California
USD 90.2 M -USD 13.9 M -506,887 -12%
State Street
4
State Street
Massachusetts
USD 88.3 M +USD 1.72 M +62,991 +2%
Stadion Money Management
5
Stadion Money Management
Georgia
USD 81.5 M +USD 24.5 M +895,309 +39%
Bank of America
6
Bank of America
North Carolina
USD 49.5 M -USD 1.88 M -68,704 -3%
Morgan Stanley
7
Morgan Stanley
New York
USD 36 M -USD 8.46 M -308,912 -18%
Pure Financial Advisors
8
Pure Financial Advisors
California
USD 32.8 M -USD 956 k -34,903 -3%
Ameriprise
9
Ameriprise
Minnesota
USD 26.1 M -USD 1.87 M -68,149 -6%
Private Advisor Group
10
Private Advisor Group
New Jersey
USD 25.8 M +USD 1.89 M +68,872 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 24.9 M -USD 4.36 M -159,268 -14%
Raymond James Financial Services Advisors
12
Raymond James Financial Services Advisors
Florida
USD 24.2 M +USD 15.3 M +557,597 +141%
TD Ameritrade Investment Management
13
TD Ameritrade Investment Management
Nebraska
USD 19.5 M -USD 7.69 M -280,772 -27%
TIAA FSB
14
TIAA FSB
Florida
USD 16.4 M -USD 2.96 M -108,252 -14%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 15.4 M -USD 2.68 M -97,778 -14%
UBP Investment Advisors
16
UBP Investment Advisors
Switzerland
USD 13.6 M -USD 2.73 M -99,724 -16%
Willow Creek Wealth Management
17
Willow Creek Wealth Management
California
USD 13.2 M +USD 1.03 M +37,514 +8%
D.J. St. Germain
18
D.J. St. Germain
Massachusetts
USD 13 M – – –
Cannon Financial Strategists
19
Cannon Financial Strategists
Georgia
USD 12.7 M -USD 468 k -17,087 -3%
Wells Fargo
20
Wells Fargo
California
USD 11.7 M +USD 3 M +109,584 +31%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
USD 11.5 M +USD 113 k +4,142 +1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
USD 11.3 M -USD 1.68 M -61,299 -12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
USD 11 M -USD 3.24 M -118,227 -21%
Gerber Kawasaki Wealth & Investment Management
24
Gerber Kawasaki Wealth & Investment Management
California
USD 10.1 M -USD 882 k -32,216 -7%
Flow Traders U.S.
25
Flow Traders U.S.
New York
USD 10.1 M +USD 9.7 M +352,775 +762%
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