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SPDR Bloomberg 1-10 Year TIPS ETF
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Overview Fund Activity

133 hedge funds and large institutions have $1.25B invested in SPDR Bloomberg 1-10 Year TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+7
Holders Change %
+5.56%
% 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
23
Increased
53
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$13.5M
2
FA
Fermata Advisors
California
$6.56M
3
ECA
Elevation Capital Advisory
Oregon
$5.96M
4
GM
GeoWealth Management
Illinois
$5.76M
5
SWP
Stratos Wealth Partners
Ohio
$14.6M

Top Sellers

1
State Street
State Street
Massachusetts
$941M
2
LPL Financial
LPL Financial
California
$44.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$504K
4
Morgan Stanley
Morgan Stanley
New York
$2.53M
5
Osaic Holdings
Osaic Holdings
Arizona
$312K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
51
Lynx Investment Advisory
District of Columbia
$874K +$88.4K +4,607 +11%
LWMI
52
Landmark Wealth Management (Illinois)
Illinois
$858K -$85.8K -4,470 -9%
AWM
53
Axxcess Wealth Management
California
$847K -$63.5K -3,309 -7%
KAS
54
Kestra Advisory Services
Texas
$801K +$25.9K +1,348 +3%
EH
55
Equitable Holdings
New York
$746K +$746K +38,895 New
MWM
56
Maridea Wealth Management
New York
$709K +$709K +36,968 New
1CP
57
17 Capital Partners
Arizona
$700K +$121K +6,287 +21%
CW
58
CreativeOne Wealth
Kansas
$696K +$90.8K +4,734 +15%
CMMS
59
Comprehensive Money Management Services
Florida
$690K -$102K -5,300 -13%
NWM
60
Napa Wealth Management
California
$668K +$71.3K +3,718 +12%
RFN
61
Redwood Financial Network
Ohio
$650K -$8.77K -457 -1%
SSWM
62
Sheets Smith Wealth Management
North Carolina
$608K – – –
PAG
63
Private Advisor Group
New Jersey
$606K -$47.5K -2,473 -7%
NA
64
Novus Advisors
South Carolina
$595K -$9.42K -491 -2%
RL
65
Retireful LLC
Michigan
$555K +$555K +28,957 New
Stifel Financial
66
Stifel Financial
Missouri
$540K +$124K +6,460 +30%
VA
67
Valmark Advisers
Ohio
$517K -$17K -884 -3%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$504K -$1.22M -63,511 -71%
MFG
69
Merit Financial Group
Georgia
$482K +$137K +7,121 +40%
Comerica Bank
70
Comerica Bank
Texas
$474K +$469K +24,420 +9,078%
PCA
71
Pallas Capital Advisors
Massachusetts
$450K – – –
HI
72
Harbour Investments
Wisconsin
$423K -$45.3K -2,361 -10%
RA
73
RFG Advisory
Alabama
$423K -$1.75K -91 -0.4%
SW
74
Simplicity Wealth
New Jersey
$422K +$422K +21,989 New
RWM
75
Revisor Wealth Management
Ohio
$415K +$415K +21,643 New
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