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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 %
RF
126
Rossby Financial
Florida
$2.7K +$2.7K +141 New
GWSA
127
Global Wealth Strategies & Associates
Colorado
$1.88K +$1.88K +98 New
T
128
Transce3nd
Texas
$1.77K -$5.64K -294 -76%
William Blair & Company
129
William Blair & Company
Illinois
$1.73K – – –
SHF
130
Safe Harbor Fiduciary
Florida
$1.71K -$19 -1 -1%
RWPA
131
Richard W. Paul & Associates
Michigan
$1.25K +$173 +9 +16%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$1.11K +$1.08K +56 +2,800%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$3 -$3 – –
ACP
134
Aveo Capital Partners
Colorado
– -$448K -24,229 Closed
CCFM
135
Clear Creek Financial Management
Washington
– -$420K -22,689 Closed
KFS
136
Kelly Financial Services
Massachusetts
– -$342K -18,488 Closed
WCFA
137
Walkner Condon Financial Advisors
Wisconsin
– -$302K -16,354 Closed
MWM
138
Meridian Wealth Management
Kentucky
– -$216K -11,695 Closed
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
– -$203K -10,965 Closed
MML Investors Services
140
MML Investors Services
Massachusetts
– -$201K -10,879 Closed
IWM
141
Iams Wealth Management
Nebraska
– -$194K -10,475 Closed
VAG
142
VisionPoint Advisory Group
Texas
– -$142K -7,672 Closed
CP
143
Castleview Partners
Texas
– -$123K -6,646 Closed
AWM
144
Avior Wealth Management
Nebraska
– -$32.1K -1,830 Closed
Q1WB
145
Quest 10 Wealth Builders
Virginia
– -$26.3K -1,420 Closed
FFA
146
Founders Financial Alliance
North Carolina
– -$9.8K -530 Closed
CA
147
CoreCap Advisors
Michigan
– -$2.5K -135 Closed
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