SPIP icon

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
ML
126
McAdam LLC
Pennsylvania
$240K
DA
127
Detalus Advisors
Missouri
$240K
Jones Financial Companies
128
Jones Financial Companies
Missouri
$236K
Stifel Financial
129
Stifel Financial
Missouri
$233K
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$232K
AWM
131
AE Wealth Management
Kansas
$219K
EIP
132
Ellis Investment Partners
Pennsylvania
$213K
CMMS
133
Comprehensive Money Management Services
Florida
$208K
PP
134
Prosperity Planning
Missouri
$204K
GSWM
135
Golden State Wealth Management
California
$159K
MAFA
136
MJT & Associates Financial Advisory
Minnesota
$148K
SAM
137
S.A. Mason
Michigan
$137K
Fidelity Investments
138
Fidelity Investments
Massachusetts
$132K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$122K
CAL
140
Capital Analysts LLC
Pennsylvania
$120K
Citigroup
141
Citigroup
New York
$111K
AF
142
Allworth Financial
California
$111K
RF
143
Rossby Financial
Florida
$110K
TPCW
144
TD Private Client Wealth
New York
$109K
US Bancorp
145
US Bancorp
Minnesota
$105K
IA
146
IFP Advisors
Florida
$89.9K
JFA
147
JNBA Financial Advisors
Minnesota
$87.8K
MDCM
148
Morgan Dempsey Capital Management
Wisconsin
$81.6K
FW
149
Fairway Wealth
Ohio
$80.8K
PTC
150
Private Trust Company
Ohio
$77.6K