TIPX — SPDR SERIES TRUST
As of Q2 2026, 9 SEC-registered investment managers reported holding TIPX (SPDR SERIES TRUST) in their latest 13F filings, with a combined reported value of $308.19M across 16.28M shares. That is +2.1% by share count (+338.05K shares) versus the previous quarter, while reported value moved +0.7%. Ownership is concentrated: the five largest holders account for 99.5% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes, 4 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| UBS Group AG history | Q2 2026 | 15.03M | $284.57M | 0.04% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 502.82K | $9.53M | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 362.80K | $6.87M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 223.23K | $4.23M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q4 2023 | 120.90K | $2.25M | 0.00% | New |
| Renaissance Technologies history | Q4 2021 | 84.80K | $1.79M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 78.44K | $1.48M | 0.00% | Add |
| Manulife Financial history | Q2 2026 | 78.30K | $1.48M | 0.00% | New |
| Deutsche Bank AG history | Q1 2024 | 67.88K | $1.27M | 0.00% | Reduce |
| Citadel Advisors history | Q3 2025 | 63.23K | $1.22M | 0.00% | New |
| Goldman Sachs Group history | Q1 2026 | 34.29K | $658.01K | 0.00% | Reduce |
| BNY Mellon history | Q1 2024 | 13.54K | $252.29K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.16K | $21.98K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 200 | $3.79K | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 2 | $38 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 502.82K sh · $9.53M
- Manulife Financial 78.30K sh · $1.48M
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 34.29K sh · $658.01K
Fund Position History — shares by quarter (top 15 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | — | 29.23K | 38.07K | 743.92K | 89.47K | 69.80K | 65.18K | 64.04K | 61.25K | 49.96K | 53.47K | 49.61K | 41.03K | 38.87K | 703.99K | 158.78K | 160.04K | 150.07K | 14.54M | 15.03M |
| JPMorgan Chase & Co | — | 273.36K | 265.19K | 264.45K | 119.26K | 34 | 578 | 57.93K | 58.11K | 65.00K | 65.00K | 65.22K | 65.23K | 65.65K | 74.64K | 74.80K | 74.17K | 76.03K | — | 502.82K |
| Morgan Stanley | 177.52K | 229.05K | 228.40K | 148.18K | 185.09K | 591.65K | 277.30K | 182.61K | 399.48K | 391.07K | 167.69K | 153.50K | 161.00K | 164.39K | 132.09K | 130.12K | 139.72K | 120.33K | 358.69K | 362.80K |
| Bank of America Corp | 426.56K | 534.16K | 620.79K | 671.35K | 609.42K | 359.99K | 283.86K | 280.07K | 268.68K | 860.39K | 865.62K | 928.16K | 892.50K | 949.05K | 981.34K | 236.55K | 194.41K | 227.08K | 987.33K | 223.23K |
| Wells Fargo & Co | 1.70K | 1.70K | 1.70K | 2.73K | 1.95K | 1.70K | 1.70K | 7.03K | 8.15K | 12.36K | 5.50K | 4.45K | 10.10K | 960 | 3.45K | 21.75K | 9.43K | 5.29K | 5.18K | 78.44K |
| Manulife Financial | — | — | — | — | — | — | 53.00K | 82.00K | 82.00K | 82.00K | — | 82.00K | 81.00K | 76.00K | 98.00K | 98.00K | 98.00K | 87.00K | — | 78.30K |
| Fidelity Management & Research (FMR) | 528 | 1.90K | 2.48K | 2.69K | 3.11K | 2.70K | 1.49K | 28 | 1.58K | 1.29K | 1.11K | 45.84K | 46.34K | 33.76K | 66.50K | 67.50K | 66.73K | 5.59K | 3.15K | 1.16K |
| PNC Financial Services | 29.00K | 29.40K | 28.90K | 27.40K | 27.40K | 27.40K | 27.40K | 27.56K | 27.56K | 27.57K | 27.56K | 17.36K | 17.36K | 6.36K | 6.36K | 10.36K | 4.36K | 5.85K | 293 | 200 |
| Citigroup Inc | — | — | 500 | 793 | 2.18K | 3.23K | 4.99K | 6.28K | 7.39K | 7.60K | 7.06K | 6.65K | 6.50K | 5.71K | 5.13K | 5.60K | 6.15K | 7.11K | 8.04K | 2 |
| Citadel Advisors | — | — | — | 1.58M | 144.67K | — | 147.63K | 97.61K | 39.00K | — | 89.90K | 49.26K | 43.82K | 21.20K | 80.13K | — | 63.23K | — | — | — |
| Goldman Sachs Group | 100.00K | 100.00K | 141.34K | 120.00K | 283.47K | 149.81K | 100.00K | 100.00K | 136.05K | 100.00K | 506.61K | 657.16K | 685.12K | 621.66K | 731.68K | 745.34K | 745.34K | 865.52K | 34.29K | — |
| Deutsche Bank AG | 69.15K | 69.15K | 69.15K | 69.15K | 69.15K | 69.15K | 69.15K | 69.15K | 69.15K | 69.15K | 67.88K | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | 36.30K | 84.80K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | — | — | — | — | — | — | — | — | 10.27K | — | 13.54K | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | — | — | — | — | — | 241.68K | — | — | — | 120.90K | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details