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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.33B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 45

2% more funds holding

Funds holding: 132134 (+2)

4% more capital invested

Capital invested by funds: $1.28B → $1.33B (+$46.5M)

0.12% less ownership

Funds ownership: 76.73%76.62% (-0.12%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
56
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modern Wealth Management
Kansas
$397K
VA
77
Valmark Advisers
Ohio
$391K -$68.7K -3,577 -15%
PCA
78
Pallas Capital Advisors
Massachusetts
$386K
LA
79
Lifeworks Advisors
Michigan
$386K -$2.57K -134 -0.7%
BWP
80
Balboa Wealth Partners
Arizona
$362K +$4.98K +259 +1%
RWM
81
Revisor Wealth Management
Ohio
$357K -$6.09K -317 -2%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$352K +$350K +18,227 New
DA
83
Detalus Advisors
Missouri
$344K -$1.77K -92 -0.5%
SPC
84
Sigma Planning Corp
Michigan
$331K +$109K +5,673 +49%
LFG
85
Lockerman Financial Group
California
$331K +$2.94K +153 +0.9%
FPWM
86
FSB Premier Wealth Management
Iowa
$323K -$12.2K -635 -4%
SA
87
Sanctuary Advisors
Indiana
$320K +$54.1K +2,817 +20%
BWA
88
Blodgett Wealth Advisors
California
$309K
ATC
89
Argent Trust Co
Tennessee
$309K -$3.79K -197 -1%
MML Investors Services
90
MML Investors Services
Massachusetts
$281K +$279K +14,544 New
CNBT
91
Canandaigua National Bank & Trust
New York
$269K
PWM
92
PMG Wealth Management
Illinois
$255K
AIA
93
Accelerate Investment Advisors
California
$249K -$2.56K -133 -1%
AWM
94
AE Wealth Management
Kansas
$248K -$17.3K -900 -7%
MSG
95
Main Street Group
Virginia
$243K
SFS
96
Sowell Financial Services
Arkansas
$230K +$20.5K +1,067 +10%
RPCA
97
Running Point Capital Advisors
California
$206K +$86K +4,478 +72%
IWM
98
Iams Wealth Management
Nebraska
$198K -$3.48K -181 -2%
SC
99
Scotia Capital
Ontario, Canada
$193K +$192K +10,000 New
GM
100
GeoWealth Management
Illinois
$183K -$2.42M -125,859 -93%