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State Street SPDR Portfolio TIPS ETF
SPIP

Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
1
State Street
Massachusetts
$189M +$25.2M +905,028 +16%
LNC
2
Lincoln National Corp
Pennsylvania
$176M +$16.4M +588,306 +11%
TCT
3
TIAA CREF Trust
Missouri
$13.9M -$314K -11,280 -2%
KLC
4
Knowledge Leaders Capital
Colorado
$12.8M +$12.4M +446,624 New
BT
5
Beacon Trust
New Jersey
$9.7M -$160K -5,760 -2%
Wells Fargo
6
Wells Fargo
California
$8.63M +$3.44M +123,404 +69%
AssetMark Inc
7
AssetMark Inc
California
$7.64M -$1.39M -49,812 -16%
Bank of America
8
Bank of America
North Carolina
$5.7M +$242K +8,700 +5%
Morgan Stanley
9
Morgan Stanley
New York
$5.46M -$85.2K -3,060 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.76M -$471K -16,898 -9%
UBS Group
11
UBS Group
Switzerland
$3.5M +$1.56M +56,148 +85%
FPCP
12
Fort Point Capital Partners
California
$3.41M -$79.8K -2,866 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.03M +$2.8M +100,678 +1,945%
CCG
14
Chatham Capital Group
Georgia
$2.83M – – –
PFM
15
Phillips Financial Management
Indiana
$2.67M -$54.8K -1,966 -2%
FA
16
FCG Advisors
New Jersey
$2.44M +$2.38M +85,292 New
PFA
17
Pure Financial Advisors
California
$2.19M -$68.8K -2,470 -3%
NC
18
NewSquare Capital
Pennsylvania
$2.14M +$2.09M +74,910 New
LPL Financial
19
LPL Financial
California
$1.66M -$94.2K -3,382 -6%
EA
20
Efficient Advisors
Ohio
$1.29M +$143K +5,126 +13%
FAAS
21
First Allied Advisory Services
California
$1.25M -$3.79K -136 -0.3%
LS
22
Lattice Strategies
Pennsylvania
$1.14M -$176K -6,326 -14%
MFS
23
MSI Financial Services
Massachusetts
$1.11M -$47.6K -1,710 -4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.03M -$11.3K -404 -1%
VKH
25
Virtu KCG Holdings
New York
$933K +$274K +9,840 +43%
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