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State Street SPDR Portfolio TIPS ETF

210 hedge funds and large institutions have $677M invested in State Street 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 24 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:

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
210
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
SWTS
76
Stonehaven Wealth & Tax Solutions
Wisconsin
$762K
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$754K
BW
78
BIP Wealth
Georgia
$716K
CST
79
Charles Schwab Trust
Nevada
$707K
AI
80
Auour Investments
Massachusetts
$661K
FA
81
Flagstar Advisors
New York
$614K
SSWM
82
Sheets Smith Wealth Management
North Carolina
$585K
LFG
83
Larson Financial Group
Missouri
$578K
Creative Planning
84
Creative Planning
Kansas
$577K
OIA
85
OneDigital Investment Advisors
Kansas
$529K
FNC
86
First National Corp
Massachusetts
$514K
RI
87
Ridgewood Investments
New Jersey
$506K
KW
88
KWB Wealth
California
$501K
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$485K
VT
90
Vise Technologies
New York
$481K
PRTG
91
Post Resch Tallon Group
New York
$468K
FTS
92
Fifth Third Securities
Ohio
$460K
CCWA
93
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$432K
HF
94
HRT Financial
New York
$432K
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$422K
GRP
96
Global Retirement Partners
California
$415K
KAS
97
Kestra Advisory Services
Texas
$397K
GLA
98
Good Life Advisors
Pennsylvania
$387K
FPAS
99
Focus Partners Advisor Solutions
Missouri
$382K
CWM
100
Collaborative Wealth Management
Florida
$382K