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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
VBFP
101
Valtinson Bruner Financial Planning
Minnesota
$356K
SC
102
Savant Capital
Illinois
$353K
BWM
103
Benchmark Wealth Management
Connecticut
$350K
KeyBank National Association
104
KeyBank National Association
Ohio
$349K
KFGK
105
Keystone Financial Group (Kentucky)
Kentucky
$346K
AWM
106
Accel Wealth Management
Iowa
$343K
WI
107
WBI Investments
New Jersey
$342K
BWMG
108
Barnes Wealth Management Group
California
$329K
WA
109
Waverly Advisors
Alabama
$326K
KBFS
110
Kohmann Bosshard Financial Services
Ohio
$316K
PWH
111
Priebe Wealth Holdings
Minnesota
$313K
MWM
112
Maridea Wealth Management
New York
$304K
GF
113
Gries Financial
Ohio
$303K
GKWIM
114
Gerber Kawasaki Wealth & Investment Management
California
$300K
FFA
115
Farther Finance Advisors
California
$291K
NCM
116
Northwest Capital Management
Oregon
$290K
TPW
117
Transatlantique Private Wealth
New York
$284K
FSG
118
Financial Strategies Group
Michigan
$281K
GEA
119
Glen Eagle Advisors
New Jersey
$273K
SOS
120
Silver Oak Securities
Tennessee
$269K
CI
121
Cordant Inc
Oregon
$254K
HWM
122
HB Wealth Management
Georgia
$254K
CA
123
CoreCap Advisors
Michigan
$251K
BS
124
Banco Santander
Spain
$249K
NWM
125
Northwest Wealth Management
Iowa
$245K