SPIP icon

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
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$754K
BW
77
BIP Wealth
Georgia
$716K
CST
78
Charles Schwab Trust
Nevada
$707K
AI
79
Auour Investments
Massachusetts
$661K
FA
80
Flagstar Advisors
New York
$614K
SSWM
81
Sheets Smith Wealth Management
North Carolina
$585K
LFG
82
Larson Financial Group
Missouri
$578K
Creative Planning
83
Creative Planning
Kansas
$577K
OIA
84
OneDigital Investment Advisors
Kansas
$529K
FNC
85
First National Corp
Massachusetts
$514K
RI
86
Ridgewood Investments
New Jersey
$506K
KW
87
KWB Wealth
California
$501K
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$485K
VT
89
Vise Technologies
New York
$481K
PRTG
90
Post Resch Tallon Group
New York
$468K
FTS
91
Fifth Third Securities
Ohio
$460K
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$432K
HF
93
HRT Financial
New York
$432K
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$422K
GRP
95
Global Retirement Partners
California
$415K
KAS
96
Kestra Advisory Services
Texas
$397K
GLA
97
Good Life Advisors
Pennsylvania
$387K
FPAS
98
Focus Partners Advisor Solutions
Missouri
$382K
CWM
99
Collaborative Wealth Management
Florida
$382K
AG
100
AmeriFlex Group
Nevada
$359K