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State Street SPDR Bloomberg 1-10 Year TIPS ETF

135 hedge funds and large institutions have $1.25B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 45

7% more funds holding

Funds holding: 126135 (+9)

6% more capital invested

Capital invested by funds: $1.17B → $1.25B (+$76.1M)

11.33% less ownership

Funds ownership: 86.7%75.36% (-11%)

Holders
135
Holders Change
+9
Holders Change %
+7.14%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
54
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Capital Wealth Management
Rhode Island
$910K -$3.06K -163 -0.3%
LIA
52
Lynx Investment Advisory
District of Columbia
$874K +$86.6K +4,607 +11%
LWMI
53
Landmark Wealth Management (Illinois)
Illinois
$858K -$84K -4,470 -9%
AWM
54
Axxcess Wealth Management
California
$847K -$62.2K -3,309 -7%
KAS
55
Kestra Advisory Services
Texas
$801K +$25.3K +1,348 +3%
EH
56
Equitable Holdings
New York
$746K +$731K +38,895 New
MWM
57
Maridea Wealth Management
New York
$709K +$695K +36,968 New
1CP
58
17 Capital Partners
Arizona
$700K +$118K +6,287 +21%
CW
59
CreativeOne Wealth
Kansas
$696K +$89K +4,734 +15%
CMMS
60
Comprehensive Money Management Services
Florida
$690K -$99.6K -5,300 -13%
NWM
61
Napa Wealth Management
California
$668K +$69.9K +3,718 +12%
RFN
62
Redwood Financial Network
Ohio
$650K -$8.59K -457 -1%
SSWM
63
Sheets Smith Wealth Management
North Carolina
$608K
PAG
64
Private Advisor Group
New Jersey
$606K -$46.5K -2,473 -7%
NA
65
Novus Advisors
South Carolina
$595K -$9.23K -491 -2%
RL
66
Retireful LLC
Michigan
$555K +$544K +28,957 New
Stifel Financial
67
Stifel Financial
Missouri
$540K +$121K +6,460 +30%
VA
68
Valmark Advisers
Ohio
$517K -$16.6K -884 -3%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$504K -$1.19M -63,511 -71%
MFG
70
Merit Financial Group
Georgia
$482K +$134K +7,121 +40%
Comerica Bank
71
Comerica Bank
Texas
$474K +$459K +24,420 +9,078%
PCA
72
Pallas Capital Advisors
Massachusetts
$450K
HI
73
Harbour Investments
Wisconsin
$423K -$44.4K -2,361 -10%
RA
74
RFG Advisory
Alabama
$423K -$1.71K -91 -0.4%
SW
75
Simplicity Wealth
New Jersey
$422K +$413K +21,989 New

TIPX Hedge Fund Activity: Q1 2025 in Review

135 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2025, worth a combined $1.25B — up 6.5% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TIPX positions and 14 closed out — a net gain of 10 holders — while 54 added to existing stakes and 45 trimmed.

The largest buyer was UBS Group, adding an estimated $12.5M. The largest seller was State Street, cutting an estimated $18.6M.

  • 135 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2025, up from 126 in Q4 2024.
  • Funds reported $1.25B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2025, up 6.5% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2025 and 14 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2025 was UBS Group, an estimated $12.5M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2025 was State Street, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2025.