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SPDR Bloomberg 1-10 Year TIPS ETF
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Overview Fund Activity

126 hedge funds and large institutions have $1.17B invested in SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+3
Holders Change %
+2.44%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
56
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
Stratos Wealth Partners
Ohio
$10.3M
2
State Street
State Street
Massachusetts
$925M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.66M
4
Bank of America
Bank of America
North Carolina
$17.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$10.6M

Top Sellers

1
LPL Financial
LPL Financial
California
$44.1M
2
FTUS
Flow Traders U.S.
New York
$0
3
HWP
Hibernia Wealth Partners
Louisiana
$1.93M
4
Osaic Holdings
Osaic Holdings
Arizona
$757K
5
RL
Retireful LLC
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
51
Brookstone Capital Management
Illinois
$597K +$34.4K +1,858 +6%
SSWM
52
Sheets Smith Wealth Management
North Carolina
$586K +$3.74K +202 +0.6%
CW
53
CreativeOne Wealth
Kansas
$583K +$173K +9,374 +42%
NA
54
Novus Advisors
South Carolina
$582K +$582K +31,487 New
NWM
55
Napa Wealth Management
California
$575K -$962K -52,051 -63%
1CP
56
17 Capital Partners
Arizona
$559K +$88K +4,758 +19%
VA
57
Valmark Advisers
Ohio
$515K +$103K +5,555 +25%
HI
58
Harbour Investments
Wisconsin
$451K +$64.2K +3,470 +17%
ACP
59
Aveo Capital Partners
Colorado
$448K +$17.9K +968 +4%
Mariner
60
Mariner
Kansas
$436K +$666 +36 +0.2%
PCA
61
Pallas Capital Advisors
Massachusetts
$433K -$1.24K -67 -0.3%
CCFM
62
Clear Creek Financial Management
Washington
$420K +$420K +22,689 New
LA
63
Lifeworks Advisors
Michigan
$419K -$43.9K -2,375 -9%
RA
64
RFG Advisory
Alabama
$409K +$19.7K +1,068 +5%
Stifel Financial
65
Stifel Financial
Missouri
$401K -$844K -45,649 -68%
APW
66
Austin Private Wealth
Texas
$396K +$2.61K +141 +0.7%
Citadel Advisors
67
Citadel Advisors
Florida
$392K -$418K -22,626 -52%
FPWM
68
FSB Premier Wealth Management
Iowa
$372K -$18 -1 -0%
PWM
69
PMG Wealth Management
Illinois
$355K +$355K +19,174 New
KFS
70
Kelly Financial Services
Massachusetts
$342K -$170K -9,168 -33%
BWP
71
Balboa Wealth Partners
Arizona
$337K +$11.4K +618 +4%
MFG
72
Merit Financial Group
Georgia
$333K +$29.6K +1,601 +10%
ATC
73
Argent Trust Co
Tennessee
$318K -$28.7K -1,552 -8%
WCFA
74
Walkner Condon Financial Advisors
Wisconsin
$302K -$29.5K -1,594 -9%
BWA
75
Blodgett Wealth Advisors
California
$300K – – –
1 2
3
4 5