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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$87.6M 3,321,674 -164,070 -5%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$72.2M 2,738,009 +2,706,726 +8,652%
State Street
3
State Street
Massachusetts
$46.5M 1,761,103 -90,170 -5%
3AM
4
3EDGE Asset Management
Florida
$36.2M 1,379,050 +596,105 +76%
LPL Financial
5
LPL Financial
California
$36.2M 1,372,645 -176,362 -11%
PFA
6
Pure Financial Advisors
California
$29M 1,101,027 -43,956 -4%
Cerity Partners
7
Cerity Partners
New York
$23.7M 899,523 +3,578 +0.4%
CFS
8
Cannon Financial Strategists
Georgia
$21.5M 814,741 +42,450 +5%
SMM
9
Stadion Money Management
Georgia
$18.7M 709,475 -50,046 -7%
Bank of America
10
Bank of America
North Carolina
$18M 681,528 -499,826 -42%
WCWM
11
Willow Creek Wealth Management
California
$15.9M 603,368 +3,078 +0.5%
HFS
12
Hughes Financial Services
Virginia
$15.6M 594,581 +24,635 +4%
Morgan Stanley
13
Morgan Stanley
New York
$14.4M 545,485 +117,515 +27%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.21M 349,049 -16,601 -5%
GVAG
15
Great Valley Advisor Group
Delaware
$7.9M 299,487 -33,816 -10%
WCWM
16
Wooster Corthell Wealth Management
Connecticut
$7.82M 296,411 -6,699 -2%
AA
17
ACT Advisors
North Carolina
$7.62M 288,973 +288,973 New
Wells Fargo
18
Wells Fargo
California
$7.37M 279,359 -7,194 -3%
TIAA Trust, National Association
19
TIAA Trust, National Association
North Carolina
$7.33M 277,765 +124,205 +81%
EFL
20
ERn Financial LLC
Wisconsin
$6.2M 235,098 +4,356 +2%
AWA
21
Aquire Wealth Advisors
Utah
$5.63M 213,563 -1,855 -0.9%
Raymond James Financial
22
Raymond James Financial
Florida
$4.35M 164,791 -39,235 -19%
IA
23
IFG Advisory
Georgia
$4.26M 161,323 +10,807 +7%
FBB
24
Fulton Breakefield Broenniman
Maryland
$3.8M 143,968 +27,393 +23%
Truist Financial
25
Truist Financial
North Carolina
$3.3M 125,177 -12,322 -9%
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