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State Street SPDR Portfolio TIPS ETF

218 hedge funds and large institutions have $626M invested in State Street 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

80% more call options, than puts

Call options by funds: $404K | Put options by funds: $224K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $548M → $626M (+$78.4M)

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

2.89% more ownership

Funds ownership: 64.21%67.1% (+2.9%)

1% less funds holding

Funds holding: 221218 (-3)

38% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 88

Holders
218
Holders Change
-3
Holders Change %
-1.36%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
DA
126
Detalus Advisors
Missouri
$253K +$248K +9,608 New
BS
127
Banco Santander
Spain
$252K
Jones Financial Companies
128
Jones Financial Companies
Missouri
$246K +$84.1K +3,258 +53%
NWM
129
Northwest Wealth Management
Iowa
$243K +$238K +9,221 New
Stifel Financial
130
Stifel Financial
Missouri
$243K -$55.8K -2,161 -19%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$5.39K -209 -2%
EA
132
Efficient Advisors
Ohio
$238K -$86.3K -3,345 -27%
IA
133
Insight Advisors
Pennsylvania
$234K -$58.9K -2,284 -20%
CMMS
134
Comprehensive Money Management Services
Florida
$230K -$8.7K -337 -4%
BBA
135
Braun-Bostich & Associates
Pennsylvania
$228K +$223K +8,634 New
SWM
136
Silverlake Wealth Management
Vermont
$219K -$9.91K -384 -4%
TPW
137
Transatlantique Private Wealth
New York
$210K +$205K +7,954 New
PP
138
Prosperity Planning
Missouri
$206K +$202K +7,826 New
OFS
139
OneAscent Financial Services
Alabama
$205K -$3.61K -140 -2%
US Bancorp
140
US Bancorp
Minnesota
$180K -$76.2K -2,952 -30%
GSWM
141
Golden State Wealth Management
California
$161K +$8.08K +313 +5%
AF
142
Allworth Financial
California
$158K -$55.4K -2,147 -26%
MAFA
143
MJT & Associates Financial Advisory
Minnesota
$149K +$146K +5,666 New
JFA
144
JNBA Financial Advisors
Minnesota
$143K
SAM
145
S.A. Mason
Michigan
$138K
CAL
146
Capital Analysts LLC
Pennsylvania
$122K -$7.51K -291 -6%
TPCW
147
TD Private Client Wealth
New York
$116K -$35.6K -1,378 -24%
Citigroup
148
Citigroup
New York
$111K +$1.39K +54 +1%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$111K +$5.08K +197 +5%
RF
150
Rossby Financial
Florida
$110K +$109K +4,237 New

SPIP Hedge Fund Activity: Q1 2025 in Review

218 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2025, worth a combined $626M — up 14% from $548M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPIP positions and 19 closed out — a net gain of 2 holders — while 55 added to existing stakes and 88 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $69.8M. The largest seller was Bank of America, cutting an estimated $12.9M.

  • 218 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2025, down from 221 in Q4 2024.
  • Funds reported $626M of State Street SPDR Portfolio TIPS ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2025 and 19 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $69.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2025 was Bank of America, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2025.