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State Street SPDR Portfolio TIPS ETF

209 hedge funds and large institutions have $701M invested in State Street SPDR Portfolio TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.19% more ownership

Funds ownership: 70.01%71.21% (+1.2%)

4% more capital invested

Capital invested by funds: $677M → $701M (+$23.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less funds holding

Funds holding: 213209 (-4)

28% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 86

Holders
209
Holders Change
-4
Holders Change %
-1.88%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
62
Reduced
86
Closed
15
Calls
$329K
Puts
Net Calls
+$329K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$99.4M -$202K -7,733 -0.2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$93.2M +$13.4M +512,866 +17%
Charles Schwab
3
Charles Schwab
California
$81.7M -$2.77M -105,948 -3%
LPL Financial
4
LPL Financial
California
$37.7M +$769K +29,423 +2%
3AM
5
3EDGE Asset Management
Florida
$33.6M -$33.5K -1,281 -0.1%
PFA
6
Pure Financial Advisors
California
$28.2M -$184K -7,034 -0.7%
CFS
7
Cannon Financial Strategists
Georgia
$26.4M +$2.58M +98,513 +11%
Cerity Partners
8
Cerity Partners
New York
$22.1M -$761K -29,117 -3%
SMM
9
Stadion Money Management
Georgia
$17.5M -$311K -11,898 -2%
Bank of America
10
Bank of America
North Carolina
$17.3M -$245K -9,387 -1%
HFS
11
Hughes Financial Services
Virginia
$17.1M +$570K +21,823 +3%
WCWM
12
Willow Creek Wealth Management
California
$16.3M +$288K +11,003 +2%
Morgan Stanley
13
Morgan Stanley
New York
$14.8M -$787K -30,110 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.2M +$8.52K +326 +0.1%
Wells Fargo
15
Wells Fargo
California
$9.16M -$355K -13,582 -4%
EFL
16
ERn Financial LLC
Wisconsin
$8.17M +$1.29M +49,204 +19%
SIA
17
SeaBridge Investment Advisors
New Jersey
$7.77M +$3.5M +133,799 +83%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$7.39M +$775K +29,630 +12%
AWA
19
Aquire Wealth Advisors
Utah
$6.66M +$117K +4,485 +2%
Goldman Sachs
20
Goldman Sachs
New York
$6.57M +$3.92M +150,096 +151%
GVAG
21
Great Valley Advisor Group
Delaware
$5.68M -$73.7K -2,819 -1%
PA
22
Procyon Advisors
Connecticut
$5.08M +$5.05M +193,039 New
IA
23
IFG Advisory
Georgia
$5.02M +$490K +18,750 +11%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$4.44M +$48.5K +1,854 +1%
FBB
25
Fulton Breakefield Broenniman
Maryland
$4.1M +$260K +9,949 +7%

SPIP Hedge Fund Activity: Q3 2025 in Review

209 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2025, worth a combined $701M — up 3.5% from $677M a quarter earlier.

Fund positioning in SPIP was balanced in Q3 2025: 15 funds opened new positions, 15 closed out, 62 added to existing stakes and 86 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $13.4M. The largest seller was Citadel Advisors, cutting an estimated $4.32M.

  • 209 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2025, down from 213 in Q2 2025.
  • Funds reported $701M of State Street SPDR Portfolio TIPS ETF stock for Q3 2025, up 3.5% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2025 and 15 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $13.4M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2025 was Citadel Advisors, an estimated $4.32M sold.

Based on aggregated 13F filings for Q3 2025.