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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

215 hedge funds and large institutions have $626M invested in SPDR Portfolio TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
21
Increased
55
Reduced
88
Closed
19
Calls
$404K
Puts
$224K
Net Calls
+$180K
Net Calls Change
+$83K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$72.2M
2
3AM
2
3EDGE Asset Management
Florida
$36.2M
3
AA
3
ACT Advisors
North Carolina
$7.62M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$7.33M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18M
2
PWM
2
Prentice Wealth Management
New York
$444K
3
GP
3
Greenline Partners
New York
$3.05M
4
LPL Financial
4
LPL Financial
California
$36.2M
5
Charles Schwab
5
Charles Schwab
California
$87.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
126
Detalus Advisors
Missouri
$253K +$253K +9,608 New
BS
127
Banco Santander
Spain
$252K – – –
Jones Financial Companies
128
Jones Financial Companies
Missouri
$246K +$85.7K +3,258 +53%
NWM
129
Northwest Wealth Management
Iowa
$243K +$243K +9,221 New
Stifel Financial
130
Stifel Financial
Missouri
$243K -$57K -2,161 -19%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$5.51K -209 -2%
EA
132
Efficient Advisors
Ohio
$238K -$88.2K -3,345 -27%
IA
133
Insight Advisors
Pennsylvania
$234K -$60.3K -2,284 -20%
CMMS
134
Comprehensive Money Management Services
Florida
$230K -$8.89K -337 -4%
BBA
135
Braun-Bostich & Associates
Pennsylvania
$228K +$228K +8,634 New
SWM
136
Silverlake Wealth Management
Vermont
$219K -$10.1K -384 -4%
TPW
137
Transatlantique Private Wealth
New York
$210K +$210K +7,954 New
PP
138
Prosperity Planning
Missouri
$206K +$206K +7,826 New
OFS
139
OneAscent Financial Services
Alabama
$205K -$3.69K -140 -2%
US Bancorp
140
US Bancorp
Minnesota
$180K -$77.9K -2,952 -30%
GSWM
141
Golden State Wealth Management
California
$161K +$8.26K +313 +5%
AF
142
Allworth Financial
California
$158K -$55.8K -2,147 -26%
MAFA
143
MJT & Associates Financial Advisory
Minnesota
$149K +$149K +5,666 New
JFA
144
JNBA Financial Advisors
Minnesota
$143K – – –
SAM
145
S.A. Mason
Michigan
$138K – – –
CAL
146
Capital Analysts LLC
Pennsylvania
$122K -$7.69K -291 -6%
TPCW
147
TD Private Client Wealth
New York
$116K -$36.4K -1,378 -24%
Citigroup
148
Citigroup
New York
$111K +$1.43K +54 +1%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$111K +$5.2K +197 +5%
RF
150
Rossby Financial
Florida
$110K +$110K +4,237 New
4 5
6
7 8