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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
RWM
76
Revisor Wealth Management
Ohio
$415K +$407K +21,643 New
LA
77
Lifeworks Advisors
Michigan
$387K -$46.2K -2,456 -11%
PWM
78
PMG Wealth Management
Illinois
$359K -$7.35K -391 -2%
BWP
79
Balboa Wealth Partners
Arizona
$339K -$11.1K -589 -3%
FPWM
80
FSB Premier Wealth Management
Iowa
$335K -$50.3K -2,675 -13%
ATC
81
Argent Trust Co
Tennessee
$318K -$12K -640 -4%
Osaic Holdings
82
Osaic Holdings
Arizona
$312K -$464K -24,678 -60%
BCI
83
Brinker Capital Investments
Pennsylvania
$311K +$29.8K +1,585 +11%
OPS
84
Orion Portfolio Solutions
Nebraska
$311K +$29.8K +1,585 +11%
BWA
85
Blodgett Wealth Advisors
California
$311K
LFG
86
Lockerman Financial Group
California
$301K +$294K +15,668 New
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$292K -$2.41K -128 -0.8%
BCG
88
Breakwater Capital Group
New Jersey
$289K +$283K +15,061 New
CNBT
89
Canandaigua National Bank & Trust
New York
$268K
AWM
90
AE Wealth Management
Kansas
$259K +$19.1K +1,014 +8%
AIA
91
Accelerate Investment Advisors
California
$253K -$733 -39 -0.3%
Mariner
92
Mariner
Kansas
$248K -$201K -10,672 -45%
SA
93
Sanctuary Advisors
Indiana
$248K +$4.81K +256 +2%
MSG
94
Main Street Group
Virginia
$241K
FWM
95
Foguth Wealth Management
Michigan
$218K -$21.5K -1,142 -9%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$213K -$10.9K -582 -5%
RFS
97
Richardson Financial Services
Massachusetts
$208K -$11.9K -635 -6%
SFS
98
Sowell Financial Services
Arkansas
$203K +$199K +10,604 New
CFD
99
Creative Financial Designs
Indiana
$201K +$178K +9,474 +928%
WWM
100
Western Wealth Management
Colorado
$195K +$19 +1 +0%

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.