TIPX icon

SPDR Bloomberg 1-10 Year TIPS ETF
TIPX

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.

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
1
UBS Group
Switzerland
$13.5M
2
FA
2
Fermata Advisors
California
$6.56M
3
ECA
3
Elevation Capital Advisory
Oregon
$5.96M
4
GM
4
GeoWealth Management
Illinois
$5.76M
5
SWP
5
Stratos Wealth Partners
Ohio
$14.6M

Top Sellers

1
State Street
1
State Street
Massachusetts
$941M
2
LPL Financial
2
LPL Financial
California
$44.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$504K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.53M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$312K
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$941M -$19M -992,125 -2%
LPL Financial
2
LPL Financial
California
$44.4M -$1.43M -74,646 -3%
DJSG
3
D.J. St. Germain
Massachusetts
$22.2M +$2.54M +132,255 +13%
Bank of America
4
Bank of America
North Carolina
$18.8M +$620K +32,290 +3%
BC
5
Brio Consultants
California
$16M +$245K +12,746 +2%
SWP
6
Stratos Wealth Partners
Ohio
$14.6M +$3.85M +200,525 +36%
Goldman Sachs
7
Goldman Sachs
New York
$14M +$2.11M +110,022 +18%
UBS Group
8
UBS Group
Switzerland
$13.5M +$12.8M +665,128 +1,711%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$12.8M +$40.2K +2,094 +0.3%
SNB
10
Security National Bank
Nebraska
$12.1M +$89.6K +4,671 +0.7%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$11.4M +$381K +19,845 +3%
TCFP
12
Treasure Coast Financial Planning
Florida
$8.37M +$1.14M +59,514 +16%
FA
13
Fermata Advisors
California
$6.56M +$6.56M +342,039 New
AssetMark Inc
14
AssetMark Inc
California
$6.4M -$461K -24,013 -7%
AA
15
Alesco Advisors
New York
$6.19M +$149K +7,743 +2%
ECA
16
Elevation Capital Advisory
Oregon
$5.96M +$5.96M +310,534 New
GM
17
GeoWealth Management
Illinois
$5.76M +$4.68M +244,037 +434%
APC
18
Aspire Private Capital
North Carolina
$5.52M +$61.3K +3,195 +1%
CA
19
Continuum Advisory
Idaho
$5.49M +$39.4K +2,054 +0.7%
PWPS
20
Pinnacle Wealth Planning Services
Ohio
$4.32M +$210K +10,935 +5%
SA
21
Sovran Advisors
California
$3.96M +$14.5K +764 +0.4%
NA
22
NewEdge Advisors
Louisiana
$2.9M +$343K +17,880 +13%
Morgan Stanley
23
Morgan Stanley
New York
$2.53M -$620K -32,305 -20%
PAS
24
Park Avenue Securities
New York
$2.45M -$7.69K -401 -0.3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.29M +$500K +26,038 +28%
1
2 3 4 5