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State Street SPDR Portfolio TIPS ETF

218 hedge funds and large institutions have $626M invested in State Street SPDR Portfolio TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $404K | Put options by funds: $224K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $548M → $626M (+$78.4M)

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

2.89% more ownership

Funds ownership: 64.21%67.1% (+2.9%)

1% less funds holding

Funds holding: 221218 (-3)

38% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 88

Holders
218
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
21
Increased
55
Reduced
88
Closed
19
Calls
$404K
Puts
$224K
Net Calls
+$180K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
76
Lido Advisors
California
$818K
Citadel Advisors
77
Citadel Advisors
Florida
$812K +$3.3K +128 +0.4%
AAM
78
Advisors Asset Management
Colorado
$789K +$73K +2,831 +10%
Comerica Bank
79
Comerica Bank
Texas
$786K -$6.12K -237 -0.8%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$744K -$110K -4,262 -13%
AI
81
Auour Investments
Massachusetts
$662K -$14.6K -566 -2%
GF
82
Gries Financial
Ohio
$661K -$2.61M -101,083 -80%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$633K -$121K -4,693 -16%
FIA
84
Foundations Investment Advisors
Arizona
$629K +$50.1K +1,940 +9%
LFG
85
Larson Financial Group
Missouri
$616K +$64.4K +2,497 +12%
CST
86
Charles Schwab Trust
Nevada
$612K +$122K +4,742 +26%
SSWM
87
Sheets Smith Wealth Management
North Carolina
$593K
Creative Planning
88
Creative Planning
Kansas
$563K -$26.7K -1,033 -5%
RI
89
Ridgewood Investments
New Jersey
$539K -$14.2K -551 -3%
FNC
90
First National Corp
Massachusetts
$521K
CWM
91
Collaborative Wealth Management
Florida
$486K -$161K -6,224 -25%
OIA
92
OneDigital Investment Advisors
Kansas
$480K -$17.5K -680 -4%
PRTG
93
Post Resch Tallon Group
New York
$473K -$26K -1,007 -5%
FTS
94
Fifth Third Securities
Ohio
$462K +$119K +4,607 +36%
VBFP
95
Valtinson Bruner Financial Planning
Minnesota
$451K -$34.4K -1,334 -7%
HighTower Advisors
96
HighTower Advisors
Illinois
$446K -$15.3K -593 -3%
PWM
97
Prentice Wealth Management
New York
$444K -$8.45M -327,308 -95%
KW
98
KWB Wealth
California
$442K -$23.2K -899 -5%
CCWA
99
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$438K
KAS
100
Kestra Advisory Services
Texas
$436K -$44.3K -1,717 -9%

SPIP Hedge Fund Activity: Q1 2025 in Review

218 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2025, worth a combined $626M — up 14% from $548M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPIP positions and 19 closed out — a net gain of 2 holders — while 55 added to existing stakes and 88 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $69.8M. The largest seller was Bank of America, cutting an estimated $12.9M.

  • 218 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2025, down from 221 in Q4 2024.
  • Funds reported $626M of State Street SPDR Portfolio TIPS ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2025 and 19 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $69.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2025 was Bank of America, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2025.