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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 %
PWA
151
Provenance Wealth Advisors
Florida
$106K – – –
FW
152
Fairway Wealth
Ohio
$83.4K – – –
PTC
153
Private Trust Company
Ohio
$81.1K +$21.2K +804 +35%
PGAM
154
Princeton Global Asset Management
New Jersey
$78K -$13.1K -498 -14%
W
155
WealthCollab
Washington
$72.7K – – –
SAM
156
Smartleaf Asset Management
Massachusetts
$69.3K +$8.28K +315 +14%
PS
157
Principal Securities
Iowa
$67.8K – – –
SFFS
158
Stonehage Fleming Financial Services
Jersey
$59.1K – – –
WAS
159
Winch Advisory Services
Wisconsin
$50.5K +$53 +2 +0.1%
SSB
160
Sandy Spring Bank
Maryland
$44.5K +$44.5K +1,686 New
RIA
161
Realta Investment Advisors
Delaware
$44.1K +$16.7K +631 +61%
MDCM
162
Morgan Dempsey Capital Management
Wisconsin
$37.9K +$12K +455 +46%
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$32.1K – – –
BTI
164
Blue Trust Inc
Georgia
$31.3K +$3.09K +117 +11%
1IA
165
1620 Investment Advisors
Massachusetts
$30.3K – – –
ATC
166
Adirondack Trust Company
New York
$29.8K – – –
MA
167
Montag & Associates
Georgia
$28.7K +$28.7K +1,087 New
HI
168
Harbour Investments
Wisconsin
$24.8K -$237 -9 -0.9%
AWM
169
AE Wealth Management
Kansas
$23.2K -$1.93K -73 -8%
CPA
170
Cardiff Park Advisors
California
$18.5K – – –
C
171
Covestor
United Kingdom
$17K +$1.01K +37 +6%
T
172
Tidemark
California
$16.6K – – –
OWP
173
ORG Wealth Partners
Texas
$16.4K – – –
RWM
174
Ruedi Wealth Management
Illinois
$15.9K – – –
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$11.5K – – –
5 6
7
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