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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
NP
201
NorthRock Partners
Minnesota
$2.22K
NEWAS
202
N.E.W. Advisory Services
Wisconsin
$2.07K +$2.04K +79 New
EWA
203
EverSource Wealth Advisors
Alabama
$1.82K +$1.78K +69 New
MCM
204
MAI Capital Management
Ohio
$1.74K
RF
205
Robinswood Financial
Washington
$1.74K
FWM
206
FSA Wealth Management
Massachusetts
$1.34K
PA
207
Parallel Advisors
California
$1.34K
IA
208
IFP Advisors
Florida
$1.24K
Q1WB
209
Quest 10 Wealth Builders
Virginia
$1.16K -$20.6K -799 -95%
AAG
210
Armstrong Advisory Group
Massachusetts
$1.09K
TFA
211
Transamerica Financial Advisors
Florida
$1K
CT
212
Clearstead Trust
Maine
$871
BF
213
BOK Financial
Oklahoma
$475 +$464 +18 New
BNP Paribas Financial Markets
214
BNP Paribas Financial Markets
France
$290 +$129 +5 +83%
AssetMark Inc
215
AssetMark Inc
California
$264
NC
216
NewSquare Capital
Pennsylvania
$132
FMP
217
Financial Management Professionals
Texas
$26
AP
218
Aspect Partners
Virginia
$15
OP
219
ORG Partners
Indiana
$7
IAA
220
Independent Advisor Alliance
North Carolina
-$1.06M -41,872 Closed
GS
221
GTS Securities
New York
-$973K -38,448 Closed
Pathstone Holdings
222
Pathstone Holdings
New Jersey
-$440K -17,377 Closed
NWM
223
Napa Wealth Management
California
-$268K -10,581 Closed
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
-$248K -9,792 Closed
KL
225
KWMG LLC
Kansas
-$223K -8,814 Closed

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.