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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
State Street
1
State Street
Massachusetts
$941M -$18.6M -992,125 -2%
LPL Financial
2
LPL Financial
California
$44.4M -$1.4M -74,646 -3%
DJSG
3
D.J. St. Germain
Massachusetts
$22.2M +$2.49M +132,255 +13%
Bank of America
4
Bank of America
North Carolina
$18.8M +$607K +32,290 +3%
BC
5
Brio Consultants
California
$16M +$240K +12,746 +2%
SWP
6
Stratos Wealth Partners
Ohio
$14.6M +$3.77M +200,525 +36%
Goldman Sachs
7
Goldman Sachs
New York
$14M +$2.07M +110,022 +18%
UBS Group
8
UBS Group
Switzerland
$13.5M +$12.5M +665,128 +1,711%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$12.8M +$39.4K +2,094 +0.3%
SNB
10
Security National Bank
Nebraska
$12.1M +$87.8K +4,671 +0.7%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$11.4M +$373K +19,845 +3%
TCFP
12
Treasure Coast Financial Planning
Florida
$8.37M +$1.12M +59,514 +16%
FA
13
Fermata Advisors
California
$6.56M +$6.43M +342,039 New
AssetMark Inc
14
AssetMark Inc
California
$6.4M -$451K -24,013 -7%
AA
15
Alesco Advisors
New York
$6.19M +$146K +7,743 +2%
ECA
16
Elevation Capital Advisory
Oregon
$5.96M +$5.84M +310,534 New
GM
17
GeoWealth Management
Illinois
$5.76M +$4.59M +244,037 +434%
APC
18
Aspire Private Capital
North Carolina
$5.52M +$60.1K +3,195 +1%
CA
19
Continuum Advisory
Idaho
$5.49M +$38.6K +2,054 +0.7%
PWPS
20
Pinnacle Wealth Planning Services
Ohio
$4.32M +$206K +10,935 +5%
SA
21
Sovran Advisors
California
$3.96M +$14.4K +764 +0.4%
NA
22
NewEdge Advisors
Louisiana
$2.9M +$336K +17,880 +13%
Morgan Stanley
23
Morgan Stanley
New York
$2.53M -$607K -32,305 -20%
PAS
24
Park Avenue Securities
New York
$2.45M -$7.54K -401 -0.3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.29M +$489K +26,038 +28%

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.