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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
AG
101
AmeriFlex Group
Nevada
$359K
VBFP
102
Valtinson Bruner Financial Planning
Minnesota
$356K
SC
103
Savant Capital
Illinois
$353K
BWM
104
Benchmark Wealth Management
Connecticut
$350K
KeyBank National Association
105
KeyBank National Association
Ohio
$349K
KFGK
106
Keystone Financial Group (Kentucky)
Kentucky
$346K
AWM
107
Accel Wealth Management
Iowa
$343K
WI
108
WBI Investments
New Jersey
$342K
BWMG
109
Barnes Wealth Management Group
California
$329K
WA
110
Waverly Advisors
Alabama
$326K
KBFS
111
Kohmann Bosshard Financial Services
Ohio
$316K
PWH
112
Priebe Wealth Holdings
Minnesota
$313K
MWM
113
Maridea Wealth Management
New York
$304K
GF
114
Gries Financial
Ohio
$303K
GKWIM
115
Gerber Kawasaki Wealth & Investment Management
California
$300K
FFA
116
Farther Finance Advisors
California
$291K
NCM
117
Northwest Capital Management
Oregon
$290K
TPW
118
Transatlantique Private Wealth
New York
$284K
FSG
119
Financial Strategies Group
Michigan
$281K
GEA
120
Glen Eagle Advisors
New Jersey
$273K
SOS
121
Silver Oak Securities
Tennessee
$269K
CI
122
Cordant Inc
Oregon
$254K
HWM
123
HB Wealth Management
Georgia
$254K
CA
124
CoreCap Advisors
Michigan
$251K
BS
125
Banco Santander
Spain
$249K