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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
PWA
151
Provenance Wealth Advisors
Florida
$106K
FW
152
Fairway Wealth
Ohio
$83.4K
PTC
153
Private Trust Company
Ohio
$81.1K +$20.7K +804 +35%
PGAM
154
Princeton Global Asset Management
New Jersey
$78K -$12.8K -498 -14%
W
155
WealthCollab
Washington
$72.7K
SAM
156
Smartleaf Asset Management
Massachusetts
$69.3K +$8.13K +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 +$52 +2 +0.1%
SSB
160
Sandy Spring Bank
Maryland
$44.5K +$43.5K +1,686 New
RIA
161
Realta Investment Advisors
Delaware
$44.1K +$16.3K +631 +61%
MDCM
162
Morgan Dempsey Capital Management
Wisconsin
$37.9K +$11.7K +455 +46%
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$32.1K
BTI
164
Blue Trust Inc
Georgia
$31.3K +$3.02K +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 +$28K +1,087 New
HI
168
Harbour Investments
Wisconsin
$24.8K -$232 -9 -0.9%
AWM
169
AE Wealth Management
Kansas
$23.2K -$1.88K -73 -8%
CPA
170
Cardiff Park Advisors
California
$18.5K
C
171
Covestor
United Kingdom
$17K +$955 +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

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.