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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
T
126
Tidemark
California
$4.53K -$71.1K -3,782 -94%
RIA
127
Realta Investment Advisors
Delaware
$4.34K +$4.25K +226 New
RF
128
Rossby Financial
Florida
$2.69K +$2.65K +141 New
GWSA
129
Global Wealth Strategies & Associates
Colorado
$1.88K +$1.84K +98 New
T
130
Transce3nd
Texas
$1.76K -$5.53K -294 -76%
William Blair & Company
131
William Blair & Company
Illinois
$1.73K
SHF
132
Safe Harbor Fiduciary
Florida
$1.71K -$19 -1 -1%
RWPA
133
Richard W. Paul & Associates
Michigan
$1.25K +$169 +9 +16%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$1.11K +$1.05K +56 +2,800%
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$3
ACP
136
Aveo Capital Partners
Colorado
-$448K -24,229 Closed
CCFM
137
Clear Creek Financial Management
Washington
-$420K -22,689 Closed
KFS
138
Kelly Financial Services
Massachusetts
-$342K -18,488 Closed
WCFA
139
Walkner Condon Financial Advisors
Wisconsin
-$302K -16,354 Closed
MWM
140
Meridian Wealth Management
Kentucky
-$216K -11,695 Closed
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
-$203K -10,965 Closed
MML Investors Services
142
MML Investors Services
Massachusetts
-$201K -10,879 Closed
IWM
143
Iams Wealth Management
Nebraska
-$194K -10,475 Closed
VAG
144
VisionPoint Advisory Group
Texas
-$142K -7,672 Closed
CP
145
Castleview Partners
Texas
-$123K -6,646 Closed
AWM
146
Avior Wealth Management
Nebraska
-$32.1K -1,830 Closed
Q1WB
147
Quest 10 Wealth Builders
Virginia
-$26.3K -1,420 Closed
FFA
148
Founders Financial Alliance
North Carolina
-$9.8K -530 Closed
CA
149
CoreCap Advisors
Michigan
-$2.5K -135 Closed
C
150
Covestor
United Kingdom
-$150 -8 -29%

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.