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State Street SPDR Portfolio TIPS ETF

209 hedge funds and large institutions have $701M invested in State Street SPDR Portfolio TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.19% more ownership

Funds ownership: 70.01%71.21% (+1.2%)

4% more capital invested

Capital invested by funds: $677M → $701M (+$23.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less funds holding

Funds holding: 213209 (-4)

28% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 86

Holders
209
Holders Change
-4
Holders Change %
-1.88%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
62
Reduced
86
Closed
15
Calls
$329K
Puts
Net Calls
+$329K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
101
Valtinson Bruner Financial Planning
Minnesota
$360K
SC
102
Savant Capital
Illinois
$347K -$10.1K -386 -3%
CWM
103
Collaborative Wealth Management
Florida
$344K -$41.6K -1,592 -11%
BWMG
104
Barnes Wealth Management Group
California
$341K +$9.15K +350 +3%
GRP
105
Global Retirement Partners
California
$338K -$80.7K -3,086 -19%
WI
106
WBI Investments
New Jersey
$334K -$11K -419 -3%
RCA
107
Resonant Capital Advisors
Wisconsin
$320K -$531K -20,307 -63%
KBFS
108
Kohmann Bosshard Financial Services
Ohio
$319K
KFGK
109
Keystone Financial Group (Kentucky)
Kentucky
$319K -$30.2K -1,155 -9%
KAS
110
Kestra Advisory Services
Texas
$312K -$88.3K -3,377 -22%
WA
111
Waverly Advisors
Alabama
$305K -$23.4K -897 -7%
MWM
112
Maridea Wealth Management
New York
$305K -$4.18K -160 -1%
FSG
113
Financial Strategies Group
Michigan
$287K +$2.01K +77 +0.7%
AWM
114
Accel Wealth Management
Iowa
$279K -$66.9K -2,561 -19%
FFA
115
Farther Finance Advisors
California
$274K -$19.6K -751 -7%
GEA
116
Glen Eagle Advisors
New Jersey
$272K -$3.14K -120 -1%
SOS
117
Silver Oak Securities
Tennessee
$272K +$52 +2 +0%
DA
118
Detalus Advisors
Missouri
$267K +$24.8K +950 +10%
CI
119
Cordant Inc
Oregon
$257K
HWM
120
HB Wealth Management
Georgia
$251K -$5.04K -193 -2%
BS
121
Banco Santander
Spain
$251K
NWM
122
Northwest Wealth Management
Iowa
$251K +$2.95K +113 +1%
GF
123
Gries Financial
Ohio
$250K -$56K -2,141 -18%
ML
124
McAdam LLC
Pennsylvania
$234K -$8.89K -340 -4%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$230K -$7.89K -302 -3%

SPIP Hedge Fund Activity: Q3 2025 in Review

209 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2025, worth a combined $701M — up 3.5% from $677M a quarter earlier.

Fund positioning in SPIP was balanced in Q3 2025: 15 funds opened new positions, 15 closed out, 62 added to existing stakes and 86 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $13.4M. The largest seller was Citadel Advisors, cutting an estimated $4.32M.

  • 209 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2025, down from 213 in Q2 2025.
  • Funds reported $701M of State Street SPDR Portfolio TIPS ETF stock for Q3 2025, up 3.5% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2025 and 15 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $13.4M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2025 was Citadel Advisors, an estimated $4.32M sold.

Based on aggregated 13F filings for Q3 2025.