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State Street SPDR Portfolio TIPS ETF

208 hedge funds and large institutions have $664M invested in State Street SPDR Portfolio TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

3% more capital invested

Capital invested by funds: $647M → $664M (+$16.5M)

0.29% more ownership

Funds ownership: 67.24%67.53% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 212208 (-4)

26% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 78

Holders
208
Holders Change
-4
Holders Change %
-1.89%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
58
Reduced
78
Closed
23
Calls
$221K
Puts
Net Calls
+$221K
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
201
Clearstead Trust
Maine
$858
MG
202
Mather Group
Illinois
$832 +$836 +32 New
TFA
203
Transamerica Financial Advisors
Florida
$633
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$390 -$52 -2 -12%
KG
205
Kilter Group
New York
$183
SRCM
206
Signature Resources Capital Management
California
$78
ADL
207
Asset Dedication LLC
California
$27 +$26 +1 New
FMP
208
Financial Management Professionals
Texas
$26
1L
209
10Elms LLP
Oklahoma
$7
IA
210
IFG Advisory
Georgia
-$5.25M -202,235 Closed
CCWA
211
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$430K -16,589 Closed
WI
212
WBI Investments
New Jersey
-$329K -12,681 Closed
MWM
213
Maridea Wealth Management
New York
-$299K -11,514 Closed
CWM
214
Collaborative Wealth Management
Florida
-$281K -10,838 Closed
AWM
215
Accel Wealth Management
Iowa
-$252K -9,718 Closed
TFP
216
TrueWealth Financial Partners
Washington
-$229K -8,840 Closed
RCA
217
Resonant Capital Advisors
Wisconsin
-$208K -7,997 Closed
CMMS
218
Comprehensive Money Management Services
Florida
-$201K -7,727 Closed
MA
219
Montag & Associates
Georgia
-$28.2K -1,087 Closed
SA
220
Strategic Advocates
Utah
-$14K -538 Closed
DRS
221
Deane Retirement Strategies
Louisiana
-$8.46K -326 Closed
NS
222
NBC Securities
Alabama
-$7.38K -284 Closed
CIA
223
Cape Investment Advisory
Georgia
-$6.51K -251 Closed
HI
224
Hoey Investments
Pennsylvania
-$4.46K -172 Closed
Franklin Resources
225
Franklin Resources
California
-$2.41K -93 Closed