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SPDR Portfolio TIPS ETF

209 hedge funds and large institutions have $675M invested in SPDR Portfolio TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$326K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$1.35M
GWM
52
Geneos Wealth Management
Colorado
$1.3M
Mariner
53
Mariner
Kansas
$1.26M
JCM
54
Jacobi Capital Management
Pennsylvania
$1.22M
GS
55
GTS Securities
New York
$1.13M
CSB
56
City State Bank
Iowa
$1.11M
FIA
57
Foundations Investment Advisors
Arizona
$1.05M
LEFP
58
Leading Edge Financial Planning
Tennessee
$1.03M
BB
59
Busey Bank
Illinois
$1.02M
CSP
60
Cary Street Partners
Virginia
$1.01M
LFAS
61
Level Four Advisory Services
Texas
$993K
WAS
62
Wealth Advisory Solutions
Indiana
$977K
TCFP
63
Treasure Coast Financial Planning
Florida
$968K
SEP
64
Southland Equity Partners
Missouri
$961K
GVCM
65
Global View Capital Management
Wisconsin
$927K
Comerica Bank
66
Comerica Bank
Texas
$906K
Ameriprise
67
Ameriprise
Minnesota
$875K
RCA
68
Resonant Capital Advisors
Wisconsin
$846K
UBS Group
69
UBS Group
Switzerland
$827K
AAM
70
Advisors Asset Management
Colorado
$821K
MWM
71
Modera Wealth Management
New Jersey
$809K
Lido Advisors
72
Lido Advisors
California
$808K
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$788K
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$771K
SWTS
75
Stonehaven Wealth & Tax Solutions
Wisconsin
$762K