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State Street SPDR Bloomberg 1-10 Year TIPS ETF

132 hedge funds and large institutions have $1.28B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 46

1.37% more ownership

Funds ownership: 75.36%76.73% (+1.4%)

2% more capital invested

Capital invested by funds: $1.25B → $1.28B (+$29.7M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 135132 (-3)

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
57
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$994M +$55.6M +2,928,920 +6%
LPL Financial
2
LPL Financial
California
$45.1M +$883K +46,496 +2%
DJSG
3
D.J. St. Germain
Massachusetts
$23.5M +$1.36M +71,411 +6%
BC
4
Brio Consultants
California
$16.6M +$559K +29,452 +4%
Goldman Sachs
5
Goldman Sachs
New York
$14.3M +$259K +13,658 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.3M +$471K +24,799 +4%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$12.2M +$827K +43,525 +7%
SNB
8
Security National Bank
Nebraska
$11.5M -$548K -28,827 -5%
AFA
9
AllGen Financial Advisors
Florida
$9.61M +$9.54M +502,279 New
TCFP
10
Treasure Coast Financial Planning
Florida
$8.65M +$305K +16,032 +4%
ECA
11
Elevation Capital Advisory
Oregon
$7.24M +$1.29M +67,875 +22%
AssetMark Inc
12
AssetMark Inc
California
$6.33M -$49.9K -2,629 -0.8%
AA
13
Alesco Advisors
New York
$6.11M -$64.8K -3,412 -1%
CA
14
Continuum Advisory
Idaho
$5.89M +$413K +21,723 +8%
APC
15
Aspire Private Capital
North Carolina
$5.66M +$146K +7,708 +3%
Bank of America
16
Bank of America
North Carolina
$4.53M -$14.1M -744,790 -76%
PWPS
17
Pinnacle Wealth Planning Services
Ohio
$4.42M +$108K +5,666 +3%
EA
18
Efficient Advisors
Ohio
$4.03M +$4M +210,632 New
SA
19
Sovran Advisors
California
$3.81M -$155K -8,153 -4%
APW
20
Austin Private Wealth
Texas
$3.62M +$1.48M +77,859 +70%
HWP
21
Hibernia Wealth Partners
Louisiana
$3.35M +$1.61M +84,640 +94%
UBS Group
22
UBS Group
Switzerland
$3.04M -$10.4M -545,209 -77%
NA
23
NewEdge Advisors
Louisiana
$3.01M +$112K +5,906 +4%
MA
24
Mutual Advisors
Nebraska
$2.72M +$1.24M +65,169 +85%
GM
25
GeoWealth Management
Illinois
$2.59M -$3.13M -164,875 -55%

TIPX Hedge Fund Activity: Q2 2025 in Review

132 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2025, worth a combined $1.28B — up 2.4% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of TIPX and 15 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 57 added.

The largest buyer was State Street, adding an estimated $55.6M. The largest seller was Bank of America, cutting an estimated $14.1M.

  • 132 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2025, down from 135 in Q1 2025.
  • Funds reported $1.28B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2025, up 2.4% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2025 and 16 closed out, a net change of -1 holder.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2025 was State Street, an estimated $55.6M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2025 was Bank of America, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2025.