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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 %
EWA
201
EverSource Wealth Advisors
Alabama
$1.82K +$1.82K +69 New
MCM
202
MAI Capital Management
Ohio
$1.74K – – –
PA
203
Parallel Advisors
California
$1.35K – – –
FWM
204
FSA Wealth Management
Massachusetts
$1.35K – – –
IA
205
IFP Advisors
Florida
$1.24K – – –
Q1WB
206
Quest 10 Wealth Builders
Virginia
$1.16K -$21.1K -799 -95%
AAG
207
Armstrong Advisory Group
Massachusetts
$1.09K – – –
TFA
208
Transamerica Financial Advisors
Florida
$1K – – –
CT
209
Clearstead Trust
Maine
$871 – – –
BF
210
BOK Financial
Oklahoma
$475 +$475 +18 New
BNP Paribas Financial Markets
211
BNP Paribas Financial Markets
France
$290 +$132 +5 +83%
AssetMark Inc
212
AssetMark Inc
California
$264 – – –
NC
213
NewSquare Capital
Pennsylvania
$132 – – –
FMP
214
Financial Management Professionals
Texas
$26 – – –
AP
215
Aspect Partners
Virginia
$15 – – –
OP
216
ORG Partners
Indiana
$7 -$6 – –
IAA
217
Independent Advisor Alliance
North Carolina
– -$1.06M -41,872 Closed
GS
218
GTS Securities
New York
– -$973K -38,448 Closed
Pathstone Holdings
219
Pathstone Holdings
New Jersey
– -$440K -17,377 Closed
NWM
220
Napa Wealth Management
California
– -$268K -10,581 Closed
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
– -$248K -9,792 Closed
KL
222
KWMG LLC
Kansas
– -$223K -8,814 Closed
TCG
223
Transcendent Capital Group
Oklahoma
– -$79.9K -3,155 Closed
FDW
224
Fourth Dimension Wealth
Ohio
– -$11.4K -450 Closed
CFGS
225
Concourse Financial Group Securities
Alabama
– -$8.33K -327 Closed
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