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State Street SPDR Portfolio TIPS ETF

212 hedge funds and large institutions have $647M invested in State Street SPDR Portfolio TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1% more funds holding

Funds holding: 209212 (+3)

3.97% less ownership

Funds ownership: 71.21%67.24% (-4%)

8% less capital invested

Capital invested by funds: $701M → $647M (-$53.2M)

18% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 78

Holders
212
Holders Change
+3
Holders Change %
+1.44%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
64
Reduced
78
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$106M +$14.3M +543,940 +15%
State Street
2
State Street
Massachusetts
$97.1M -$921K -35,111 -0.9%
Charles Schwab
3
Charles Schwab
California
$78.2M -$2.31M -87,917 -3%
3AM
4
3EDGE Asset Management
Florida
$30.8M -$2.4M -91,542 -7%
PFA
5
Pure Financial Advisors
California
$27.5M -$262K -9,983 -0.9%
CFS
6
Cannon Financial Strategists
Georgia
$27.2M +$1.23M +47,036 +5%
Cerity Partners
7
Cerity Partners
New York
$21.7M -$58.7K -2,238 -0.3%
Bank of America
8
Bank of America
North Carolina
$21.1M +$4.13M +157,340 +24%
LPL Financial
9
LPL Financial
California
$18.7M -$18.7M -714,454 -50%
HFS
10
Hughes Financial Services
Virginia
$18.6M +$1.65M +62,930 +10%
Morgan Stanley
11
Morgan Stanley
New York
$14.1M -$508K -19,383 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.8M -$325K -12,392 -3%
Goldman Sachs
13
Goldman Sachs
New York
$9.07M +$2.61M +99,572 +40%
EFL
14
ERn Financial LLC
Wisconsin
$8.97M +$929K +35,433 +11%
Wells Fargo
15
Wells Fargo
California
$8.64M -$399K -15,222 -4%
SIA
16
SeaBridge Investment Advisors
New Jersey
$7.3M -$372K -14,179 -5%
AWA
17
Aquire Wealth Advisors
Utah
$6.1M -$473K -18,036 -7%
GVAG
18
Great Valley Advisor Group
Delaware
$5.52M -$87K -3,317 -2%
IA
19
IFG Advisory
Georgia
$5.25M +$306K +11,654 +6%
PA
20
Procyon Advisors
Connecticut
$4.98M -$32.7K -1,247 -0.6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.48M +$98.9K +3,773 +2%
FTUS
22
Flow Traders U.S.
New York
$4.32M +$1.94M +73,824 +80%
Financial Engines Advisors
23
Financial Engines Advisors
California
$4.29M +$332K +12,669 +8%
FBB
24
Fulton Breakefield Broenniman
Maryland
$4.2M +$159K +6,051 +4%
FHA
25
Flagship Harbor Advisors
Massachusetts
$3.79M +$430K +16,401 +13%