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State Street SPDR Bloomberg 1-10 Year TIPS ETF

140 hedge funds and large institutions have $1.36B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 39

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

4% more funds holding

Funds holding: 134140 (+6)

3% more capital invested

Capital invested by funds: $1.33B → $1.36B (+$36.3M)

0.47% more ownership

Funds ownership: 76.62%77.09% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
140
Holders Change
+6
Holders Change %
+4.48%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
60
Reduced
39
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.06B +$42.9M +2,231,794 +4%
LPL Financial
2
LPL Financial
California
$49M +$1.37M +71,359 +3%
DJSG
3
D.J. St. Germain
Massachusetts
$27.9M +$3.25M +169,271 +13%
BC
4
Brio Consultants
California
$18.1M +$1.12M +58,106 +7%
Goldman Sachs
5
Goldman Sachs
New York
$16.5M +$2.31M +120,184 +16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.9M -$410K -21,370 -3%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$13M +$431K +22,421 +3%
SNB
8
Security National Bank
Nebraska
$12.1M +$416K +21,675 +4%
TCFP
9
Treasure Coast Financial Planning
Florida
$10.8M +$619K +32,211 +6%
AssetMark Inc
10
AssetMark Inc
California
$6.33M -$80.9K -4,211 -1%
AA
11
Alesco Advisors
New York
$6M -$8.59K -447 -0.1%
APC
12
Aspire Private Capital
North Carolina
$6M +$225K +11,725 +4%
UBS AM
13
UBS AM
Illinois
$5.5M +$5.54M +288,271 New
CA
14
Continuum Advisory
Idaho
$5.48M +$392K +20,411 +8%
SA
15
Sonoma Allocations
California
$4.51M -$2.77M -144,124 -38%
APW
16
Austin Private Wealth
Texas
$4.47M +$563K +29,305 +14%
PWPS
17
Pinnacle Wealth Planning Services
Ohio
$4.47M +$133K +6,914 +3%
Bank of America
18
Bank of America
North Carolina
$4.33M +$628K +32,668 +17%
SA
19
Sovran Advisors
California
$3.83M -$39.6K -2,060 -1%
HWP
20
Hibernia Wealth Partners
Louisiana
$3.38M +$1.75M +90,884 +105%
NA
21
NewEdge Advisors
Louisiana
$3.28M +$156K +8,117 +5%
Stifel Financial
22
Stifel Financial
Missouri
$3M +$1.01M +52,486 +50%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.91M +$131K +6,816 +5%
UBS Group
24
UBS Group
Switzerland
$2.86M -$191K -9,968 -6%
MA
25
Mutual Advisors
Nebraska
$2.61M -$98.9K -5,149 -4%