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State Street SPDR Portfolio TIPS ETF

208 hedge funds and large institutions have $664M invested in State Street SPDR Portfolio TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

3% more capital invested

Capital invested by funds: $647M → $664M (+$16.5M)

0.29% more ownership

Funds ownership: 67.24%67.53% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 212208 (-4)

26% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 78

Holders
208
Holders Change
-4
Holders Change %
-1.89%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
58
Reduced
78
Closed
23
Calls
$221K
Puts
Net Calls
+$221K
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
101
Valtinson Bruner Financial Planning
Minnesota
$334K -$17.4K -666 -5%
FSG
102
Financial Strategies Group
Michigan
$329K +$41.7K +1,596 +15%
NL
103
NWAM LLC
Washington
$323K -$5.88K -225 -2%
SC
104
Savant Capital
Illinois
$321K -$13.9K -532 -4%
AAM
105
Advisors Asset Management
Colorado
$314K -$194K -7,430 -38%
KBFS
106
Kohmann Bosshard Financial Services
Ohio
$313K -$2.79K -107 -0.9%
FTS
107
Fifth Third Securities
Ohio
$309K -$35.6K -1,363 -10%
KAS
108
Kestra Advisory Services
Texas
$309K +$59.8K +2,290 +24%
DA
109
Detalus Advisors
Missouri
$279K +$16.3K +623 +6%
IWN
110
Independent Wealth Network
Iowa
$273K +$274K +10,488 New
KFGK
111
Keystone Financial Group (Kentucky)
Kentucky
$259K -$12.1K -465 -4%
BT
112
Banque Transatlantique
France
$256K +$257K +9,829 New
CI
113
Cordant Inc
Oregon
$255K
HWM
114
HB Wealth Management
Georgia
$252K
BS
115
Banco Santander
Spain
$248K
GCM
116
Gunpowder Capital Management
Maryland
$242K -$13.3K -508 -5%
DADC
117
D.A. Davidson & Co
Montana
$239K +$240K +9,190 New
SEP
118
Southland Equity Partners
Missouri
$233K -$7.42K -284 -3%
SOS
119
Silver Oak Securities
Tennessee
$230K -$3.08K -118 -1%
LFG
120
Larson Financial Group
Missouri
$225K -$60.4K -2,313 -21%
EIP
121
Ellis Investment Partners
Pennsylvania
$212K +$1.04K +40 +0.5%
CA
122
CoreCap Advisors
Michigan
$210K +$1.8K +69 +0.9%
BRPW
123
Ballast Rock Private Wealth
South Carolina
$208K -$31.9K -1,220 -13%
GSWM
124
Golden State Wealth Management
California
$207K +$13.2K +504 +7%
PP
125
Prosperity Planning
Missouri
$204K