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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.33B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 45

2% more funds holding

Funds holding: 132134 (+2)

4% more capital invested

Capital invested by funds: $1.28B → $1.33B (+$46.5M)

0.12% less ownership

Funds ownership: 76.73%76.62% (-0.12%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
56
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
$1.03B +$29.1M +1,512,836 +3%
LPL Financial
2
LPL Financial
California
$48.2M +$2.68M +139,458 +6%
DJSG
3
D.J. St. Germain
Massachusetts
$25M +$1.24M +64,514 +5%
BC
4
Brio Consultants
California
$17.1M +$454K +23,642 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.4M +$1.05M +54,640 +8%
Goldman Sachs
6
Goldman Sachs
New York
$14.4M
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$12.8M +$456K +23,730 +4%
SNB
8
Security National Bank
Nebraska
$11.8M +$211K +10,966 +2%
TCFP
9
Treasure Coast Financial Planning
Florida
$10.3M +$1.53M +79,553 +18%
AFA
10
AllGen Financial Advisors
Florida
$8.17M -$1.51M -78,546 -16%
SA
11
Sonoma Allocations
California
$7.33M +$7.29M +379,411 New
AssetMark Inc
12
AssetMark Inc
California
$6.49M +$107K +5,585 +2%
ECA
13
Elevation Capital Advisory
Oregon
$6.23M -$1.07M -55,448 -15%
AA
14
Alesco Advisors
New York
$6.07M -$78.8K -4,100 -1%
APC
15
Aspire Private Capital
North Carolina
$5.84M +$138K +7,205 +2%
CA
16
Continuum Advisory
Idaho
$5.15M -$789K -41,082 -13%
PWPS
17
Pinnacle Wealth Planning Services
Ohio
$4.39M -$67.5K -3,513 -2%
APW
18
Austin Private Wealth
Texas
$3.96M +$311K +16,188 +9%
SA
19
Sovran Advisors
California
$3.9M +$42.6K +2,220 +1%
Bank of America
20
Bank of America
North Carolina
$3.75M -$810K -42,139 -18%
NA
21
NewEdge Advisors
Louisiana
$3.16M +$128K +6,653 +4%
UBS Group
22
UBS Group
Switzerland
$3.09M +$24.2K +1,258 +0.8%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.81M +$363K +18,873 +15%
MA
24
Mutual Advisors
Nebraska
$2.74M -$6.51K -339 -0.2%
Morgan Stanley
25
Morgan Stanley
New York
$2.7M +$184K +9,595 +7%