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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
Charles Schwab
1
Charles Schwab
California
$87.6M -$4.23M -164,070 -5%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$72.2M +$69.8M +2,706,726 +8,652%
State Street
3
State Street
Massachusetts
$46.5M -$2.33M -90,170 -5%
3AM
4
3EDGE Asset Management
Florida
$36.2M +$15.4M +596,105 +76%
LPL Financial
5
LPL Financial
California
$36.2M -$4.55M -176,362 -11%
PFA
6
Pure Financial Advisors
California
$29M -$1.13M -43,956 -4%
Cerity Partners
7
Cerity Partners
New York
$23.7M +$92.3K +3,578 +0.4%
CFS
8
Cannon Financial Strategists
Georgia
$21.5M +$1.1M +42,450 +5%
SMM
9
Stadion Money Management
Georgia
$18.7M -$1.29M -50,046 -7%
Bank of America
10
Bank of America
North Carolina
$18M -$12.9M -499,826 -42%
WCWM
11
Willow Creek Wealth Management
California
$15.9M +$79.4K +3,078 +0.5%
HFS
12
Hughes Financial Services
Virginia
$15.6M +$636K +24,635 +4%
Morgan Stanley
13
Morgan Stanley
New York
$14.4M +$3.03M +117,515 +27%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.21M -$428K -16,601 -5%
GVAG
15
Great Valley Advisor Group
Delaware
$7.9M -$873K -33,816 -10%
WCWM
16
Wooster Corthell Wealth Management
Connecticut
$7.82M -$173K -6,699 -2%
AA
17
ACT Advisors
North Carolina
$7.62M +$7.46M +288,973 New
Wells Fargo
18
Wells Fargo
California
$7.37M -$186K -7,194 -3%
TIAA Trust, National Association
19
TIAA Trust, National Association
North Carolina
$7.33M +$3.2M +124,205 +81%
EFL
20
ERn Financial LLC
Wisconsin
$6.2M +$112K +4,356 +2%
AWA
21
Aquire Wealth Advisors
Utah
$5.63M -$47.9K -1,855 -0.9%
Raymond James Financial
22
Raymond James Financial
Florida
$4.35M -$1.01M -39,235 -19%
IA
23
IFG Advisory
Georgia
$4.26M +$279K +10,807 +7%
FBB
24
Fulton Breakefield Broenniman
Maryland
$3.8M +$707K +27,393 +23%
Truist Financial
25
Truist Financial
North Carolina
$3.3M -$318K -12,322 -9%

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.