We are live on ! Find out more
SPIP icon

State Street SPDR Portfolio TIPS ETF

208 hedge funds and large institutions have $664M invested in State Street SPDR Portfolio TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

3% more capital invested

Capital invested by funds: $647M → $664M (+$16.5M)

0.29% more ownership

Funds ownership: 67.24%67.53% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 211208 (-3)

26% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 78

Holders
208
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
58
Reduced
78
Closed
22
Calls
$221K
Puts
Net Calls
+$221K
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$119M +$13M +496,894 +12%
State Street
2
State Street
Massachusetts
$95.5M -$1.81M -69,134 -2%
Charles Schwab
3
Charles Schwab
California
$75.8M -$2.66M -101,812 -3%
CFS
4
Cannon Financial Strategists
Georgia
$30M +$2.72M +103,946 +10%
PFA
5
Pure Financial Advisors
California
$27.3M -$316K -12,107 -1%
3AM
6
3EDGE Asset Management
Florida
$23.1M -$7.76M -297,244 -25%
Cerity Partners
7
Cerity Partners
New York
$21.5M -$266K -10,181 -1%
LPL Financial
8
LPL Financial
California
$19.5M +$807K +30,877 +4%
HFS
9
Hughes Financial Services
Virginia
$19.5M +$888K +33,997 +5%
Bank of America
10
Bank of America
North Carolina
$18M -$3.16M -120,981 -15%
Goldman Sachs
11
Goldman Sachs
New York
$11.6M +$2.49M +95,484 +27%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.6M -$130K -4,986 -1%
Morgan Stanley
13
Morgan Stanley
New York
$10.1M -$4.07M -155,880 -29%
EFL
14
ERn Financial LLC
Wisconsin
$9.02M +$21.9K +839 +0.2%
Wells Fargo
15
Wells Fargo
California
$8.76M +$97.3K +3,724 +1%
FHA
16
Flagship Harbor Advisors
Massachusetts
$7.78M +$4M +153,099 +105%
PAG
17
Private Advisor Group
New Jersey
$7.75M +$3.98M +152,531 +105%
SIA
18
SeaBridge Investment Advisors
New Jersey
$7.43M +$120K +4,602 +2%
AWA
19
Aquire Wealth Advisors
Utah
$5.93M -$183K -7,017 -3%
TRCT
20
Tower Research Capital (TRC)
New York
$5.61M +$4.87M +186,541 +638%
GVAG
21
Great Valley Advisor Group
Delaware
$5.39M -$140K -5,368 -3%
PA
22
Procyon Advisors
Connecticut
$4.92M -$64.4K -2,467 -1%
Financial Engines Advisors
23
Financial Engines Advisors
California
$4.79M +$486K +18,622 +11%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$4.29M -$198K -7,590 -4%
FBB
25
Fulton Breakefield Broenniman
Maryland
$4.27M +$58.1K +2,226 +1%