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State Street SPDR Bloomberg 1-10 Year TIPS ETF

143 hedge funds and large institutions have $1.7B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 35

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

25% more capital invested

Capital invested by funds: $1.36B → $1.7B (+$337M)

12.71% more ownership

Funds ownership: 77.09%89.8% (+13%)

2% more funds holding

Funds holding: 140143 (+3)

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
66
Reduced
35
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.02B -$49.2M -2,561,982 -5%
UBS Group
2
UBS Group
Switzerland
$279M +$276M +14,394,387 +9,591%
UBS AM
3
UBS AM
Illinois
$65.5M +$59.9M +3,122,506 +1,083%
LPL Financial
4
LPL Financial
California
$53.4M +$4.14M +215,509 +8%
DJSG
5
D.J. St. Germain
Massachusetts
$30.5M +$2.36M +122,801 +8%
Bank of America
6
Bank of America
North Carolina
$18.9M +$14.6M +760,257 +335%
BC
7
Brio Consultants
California
$18.9M +$741K +38,622 +4%
PRP
8
Peak Retirement Planning
Ohio
$17.6M +$3.65M +190,121 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$17.5M +$3.58M +186,266 +26%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$14.7M +$1.58M +82,485 +12%
SNB
11
Security National Bank
Nebraska
$12.4M +$292K +15,192 +2%
TCFP
12
Treasure Coast Financial Planning
Florida
$10.2M -$617K -32,123 -6%
Morgan Stanley
13
Morgan Stanley
New York
$6.88M +$4.58M +238,356 +198%
AssetMark Inc
14
AssetMark Inc
California
$6.3M -$73.2K -3,813 -1%
APC
15
Aspire Private Capital
North Carolina
$6.18M +$146K +7,587 +2%
CA
16
Continuum Advisory
Idaho
$5.89M +$378K +19,708 +7%
AA
17
Alesco Advisors
New York
$5.71M -$320K -16,650 -5%
Cerity Partners
18
Cerity Partners
New York
$5.12M +$5.12M +266,932 New
ME
19
McIlrath & Eck
Washington
$4.61M +$4.61M +240,061 New
PWPS
20
Pinnacle Wealth Planning Services
Ohio
$4.49M -$7.1K -370 -0.2%
SA
21
Sonoma Allocations
California
$3.85M -$662K -34,503 -15%
SA
22
Sovran Advisors
California
$3.81M -$68.6K -3,574 -2%
HWP
23
Hibernia Wealth Partners
Louisiana
$3.51M +$107K +5,557 +3%
NA
24
NewEdge Advisors
Louisiana
$3.34M +$41.9K +2,183 +1%
Stifel Financial
25
Stifel Financial
Missouri
$3.22M +$206K +10,756 +7%