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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

209 hedge funds and large institutions have $675M invested in SPDR Portfolio TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-6
Holders Change %
-2.79%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
70
Reduced
79
Closed
23
Calls
$326K
Puts
–
Net Calls
+$326K
Net Calls Change
+$146K

Top Buyers

1
State Street
1
State Street
Massachusetts
$98.6M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$78.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.17M
4
SWP
4
Stratos Wealth Partners
Ohio
$4.02M
5
CFS
5
Cannon Financial Strategists
Georgia
$23.5M

Top Sellers

1
AA
1
ACT Advisors
North Carolina
$0
2
Charles Schwab
2
Charles Schwab
California
$83.6M
3
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$5.03M
4
3AM
4
3EDGE Asset Management
Florida
$33.2M
5
GVAG
5
Great Valley Advisor Group
Delaware
$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$98.6M +$52.7M +2,022,696 +115%
Charles Schwab
2
Charles Schwab
California
$83.6M -$2.93M -112,615 -3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$78.9M +$7.57M +290,396 +11%
LPL Financial
4
LPL Financial
California
$36.6M +$820K +31,467 +2%
3AM
5
3EDGE Asset Management
Florida
$33.2M -$2.61M -100,557 -7%
PFA
6
Pure Financial Advisors
California
$28.1M -$609K -23,382 -2%
CFS
7
Cannon Financial Strategists
Georgia
$23.5M +$2.31M +88,481 +11%
Cerity Partners
8
Cerity Partners
New York
$22.6M -$835K -32,048 -4%
SMM
9
Stadion Money Management
Georgia
$17.6M -$777K -29,927 -4%
Bank of America
10
Bank of America
North Carolina
$17.4M -$391K -14,990 -2%
HFS
11
Hughes Financial Services
Virginia
$16.5M +$946K +36,255 +6%
WCWM
12
Willow Creek Wealth Management
California
$15.9M +$160K +6,155 +1%
Morgan Stanley
13
Morgan Stanley
New York
$15.5M +$1.25M +47,872 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.1M +$2.02M +77,423 +22%
Wells Fargo
15
Wells Fargo
California
$9.43M +$2.15M +82,458 +30%
Citadel Advisors
16
Citadel Advisors
Florida
$8.17M +$7.37M +282,710 +919%
EFL
17
ERn Financial LLC
Wisconsin
$6.81M +$680K +26,097 +11%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$6.54M -$695K -26,682 -10%
AWA
19
Aquire Wealth Advisors
Utah
$6.48M +$916K +35,142 +16%
GVAG
20
Great Valley Advisor Group
Delaware
$5.7M -$2.1M -80,628 -27%
WCWM
21
Wooster Corthell Wealth Management
Connecticut
$5.03M -$2.69M -103,242 -35%
IA
22
IFG Advisory
Georgia
$4.48M +$274K +10,508 +7%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$4.35M +$2.27M +87,247 +110%
SIA
24
SeaBridge Investment Advisors
New Jersey
$4.21M +$966K +37,057 +30%
SWP
25
Stratos Wealth Partners
Ohio
$4.02M +$4.02M +154,230 New
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