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State Street SPDR Portfolio TIPS ETF

209 hedge funds and large institutions have $701M invested in State Street SPDR Portfolio TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.19% more ownership

Funds ownership: 70.01%71.21% (+1.2%)

4% more capital invested

Capital invested by funds: $677M → $701M (+$23.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less funds holding

Funds holding: 213209 (-4)

28% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 86

Holders
209
Holders Change
-4
Holders Change %
-1.88%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
62
Reduced
86
Closed
15
Calls
$329K
Puts
Net Calls
+$329K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$1.38M +$1.07M +41,082 +357%
AWM
52
AE Wealth Management
Kansas
$1.33M +$1.1M +42,251 +504%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$1.31M -$169K -6,482 -12%
Mariner
54
Mariner
Kansas
$1.28M +$14.5K +554 +1%
FIA
55
Foundations Investment Advisors
Arizona
$1.27M +$207K +7,924 +20%
GWM
56
Geneos Wealth Management
Colorado
$1.25M -$60.2K -2,304 -5%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.25M +$1.24M +47,446 New
MML Investors Services
58
MML Investors Services
Massachusetts
$1.22M -$143K -5,475 -11%
Osaic Holdings
59
Osaic Holdings
Arizona
$1.18M -$13.2K -504 -1%
CSB
60
City State Bank
Iowa
$1.11M -$8.1K -310 -0.7%
GVCM
61
Global View Capital Management
Wisconsin
$1.02M +$78.1K +2,987 +8%
CSP
62
Cary Street Partners
Virginia
$1.01M -$5.54K -212 -0.5%
LEFP
63
Leading Edge Financial Planning
Tennessee
$1.01M -$26K -995 -3%
Ameriprise
64
Ameriprise
Minnesota
$991K +$107K +4,091 +12%
WAS
65
Wealth Advisory Solutions
Indiana
$980K -$6.56K -251 -0.7%
Comerica Bank
66
Comerica Bank
Texas
$969K +$53.5K +2,046 +6%
BB
67
Busey Bank
Illinois
$934K -$92K -3,518 -9%
LFAS
68
Level Four Advisory Services
Texas
$932K -$69.8K -2,671 -7%
CST
69
Charles Schwab Trust
Nevada
$909K +$194K +7,413 +27%
TCFP
70
Treasure Coast Financial Planning
Florida
$860K -$117K -4,477 -12%
MWM
71
Modera Wealth Management
New Jersey
$817K
Lido Advisors
72
Lido Advisors
California
$816K
SWTS
73
Stonehaven Wealth & Tax Solutions
Wisconsin
$770K +$941 +36 +0.1%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$759K -$2.17K -83 -0.3%
AAM
75
Advisors Asset Management
Colorado
$706K -$122K -4,654 -15%

SPIP Hedge Fund Activity: Q3 2025 in Review

209 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2025, worth a combined $701M — up 3.5% from $677M a quarter earlier.

Fund positioning in SPIP was balanced in Q3 2025: 15 funds opened new positions, 15 closed out, 62 added to existing stakes and 86 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $13.4M. The largest seller was Citadel Advisors, cutting an estimated $4.32M.

  • 209 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2025, down from 213 in Q2 2025.
  • Funds reported $701M of State Street SPDR Portfolio TIPS ETF stock for Q3 2025, up 3.5% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2025 and 15 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $13.4M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2025 was Citadel Advisors, an estimated $4.32M sold.

Based on aggregated 13F filings for Q3 2025.