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SPDR Bloomberg 1-10 Year TIPS ETF
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Overview Fund Activity

137 hedge funds and large institutions have $1.12B invested in SPDR Bloomberg 1-10 Year TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-5
Holders Change %
-3.52%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
38
Reduced
64
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$687M
2
Jane Street
2
Jane Street
New York
$14.4M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.76M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.81M
5
PCA
5
Pallas Capital Advisors
Massachusetts
$13.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$167M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.28M
3
SCP
3
Shorepoint Capital Partners
Massachusetts
$0
4
Charles Schwab
4
Charles Schwab
California
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$467K -$113K -5,959 -20%
PWA
77
PCG Wealth Advisors
Kansas
$429K -$95K -4,990 -18%
MWM
78
Meridian Wealth Management
Kentucky
$419K +$419K +22,018 New
IWC
79
Integrated Wealth Concepts
Massachusetts
$393K +$19.8K +1,038 +5%
APW
80
Austin Private Wealth
Texas
$356K +$129K +6,792 +57%
TC
81
Trilogy Capital
California
$350K -$1.09K -57 -0.3%
FAIM
82
Financial Advocates Investment Management
Washington
$341K +$84.5K +4,440 +33%
KAS
83
Kestra Advisory Services
Texas
$329K -$37.7K -1,983 -10%
BWP
84
Balboa Wealth Partners
Arizona
$320K -$59.3K -3,114 -16%
BWA
85
Blodgett Wealth Advisors
California
$308K – – –
AG
86
Ascent Group
Virginia
$302K +$109K +5,740 +57%
FA
87
Fermata Advisors
California
$301K -$335K -17,584 -53%
SWP
88
Stratos Wealth Partners
Ohio
$300K -$37.5K -1,969 -11%
SSWM
89
Sheets Smith Wealth Management
North Carolina
$300K – – –
EH
90
Equitable Holdings
New York
$274K -$215K -11,299 -44%
LMKC
91
L.M. Kohn & Company
Ohio
$271K -$145K -7,612 -35%
T
92
TRUADVICE
Florida
$267K +$267K +14,111 New
FHA
93
Flagship Harbor Advisors
Massachusetts
$267K +$267K +14,013 New
VWA
94
V Wealth Advisors
Kansas
$264K -$768K -40,383 -74%
PTC
95
Private Trust Company
Ohio
$253K -$240K -12,589 -49%
PA
96
PFG Advisors
Arizona
$248K +$248K +13,028 New
SPC
97
Sigma Planning Corp
Michigan
$247K -$30.8K -1,620 -11%
RJT
98
Raymond James Trust
Florida
$241K – – –
Mariner
99
Mariner
Kansas
$229K -$26.4K -1,387 -10%
SIA
100
Strategic Investment Advisors
Michigan
$210K -$53.8K -2,826 -20%
2 3
4
5 6