Free Trial

SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) Institutional Ownership

SPDR Bloomberg 1-10 Year TIPS ETF logo
$19.27 +0.03 (+0.13%)
As of 10:33 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for SPDR Bloomberg 1-10 Year TIPS ETF (NYSEARCA:TIPX)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$85.78M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$40.03M
Get TIPX Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Bloomberg 1-10 Year TIPS ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TIPX Institutional Buying and Selling by Quarter

SPDR Bloomberg 1-10 Year TIPS ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025Signal Advisors Wealth LLC22,517$434K0.0%-27.8%0.024%
10/7/2025 ST Germain D J Co. Inc.1,294,836$24.98M1.0%+5.2%1.398%
9/4/2025Osaic Holdings Inc.82,534$1.58M0.0%+407.3%0.091%
8/27/2025Orion Porfolio Solutions LLC25,066$480K0.0%+54.6%0.028%
8/15/2025Orion Porfolio Solutions LLC25,066$480K0.0%+54.6%0.028%
8/15/2025Modern Wealth Management LLC20,572$394K0.0%N/A0.023%
8/15/2025Bank of America Corp DE236,548$4.53M0.0%-75.9%0.260%
8/14/2025Raymond James Financial Inc.83,507$1.60M0.0%+6.7%0.092%
8/14/2025NewEdge Advisors LLC157,151$3.01M0.0%+3.9%0.173%
8/14/2025State Street Corp51,951,485$994.35M0.0%+6.0%57.027%
8/13/2025Flow Traders U.S. LLC10,976$210K0.0%N/A0.012%
8/13/2025GeoWealth Management LLC135,340$2.59M0.1%-54.9%0.149%
8/13/2025Beacon Pointe Advisors LLC44,537$852K0.0%-6.6%0.049%
8/12/2025CreativeOne Wealth LLC39,604$758K0.0%+9.2%0.043%
8/12/2025Global Retirement Partners LLC19,402$371K0.0%N/A0.021%
8/11/2025Pinnacle Wealth Planning Services Inc.230,884$4.42M0.6%+2.5%0.254%
8/11/2025WBI Investments LLC78,813$1.51M0.4%-6.6%0.087%
8/11/2025Western Wealth Management LLC10,922$209K0.0%+7.5%0.012%
8/8/2025Cetera Investment Advisers126,654$2.42M0.0%+6.3%0.139%
8/8/2025Foundations Investment Advisors LLC60,993$1.17M0.0%-15.4%0.067%
8/8/2025Hibernia Wealth Partners LLC175,092$3.35M1.1%+93.6%0.193%
8/8/2025PNC Financial Services Group Inc.10,357$198K0.0%+62.9%0.011%
8/7/2025Allworth Financial LP5,286$101K0.0%-28.5%0.006%
8/7/2025Efficient Advisors LLC210,632$4.03M0.2%-11.4%0.232%
8/7/2025Brio Consultants LLC864,922$16.56M2.4%+3.5%0.952%
8/5/2025Landmark Wealth Management Inc.50,504$967K0.4%+13.0%0.056%
8/4/2025Integrity Alliance LLC.93,772$1.80M0.1%N/A0.103%
8/4/2025Creative Financial Designs Inc. ADV17,747$340K0.0%+69.1%0.020%
8/4/2025Assetmark Inc.330,620$6.33M0.0%-0.8%0.364%
8/1/2025Austin Private Wealth LLC188,963$3.62M0.3%+70.1%0.208%
8/1/2025Envestnet Asset Management Inc.693,995$13.28M0.0%+3.7%0.763%
7/29/2025Elevation Capital Advisory LLC378,409$7.24M2.9%+21.9%0.416%
7/29/2025Balboa Wealth Partners18,503$354K0.1%+4.8%0.020%
7/29/2025Stratos Wealth Partners LTD.132,833$2.54M0.0%-82.5%0.146%
7/28/2025Mutual Advisors LLC142,126$2.72M0.1%+84.7%0.156%
7/28/2025Harbour Investments Inc.24,886$476K0.0%+12.9%0.027%
7/28/2025RFG Advisory LLC23,101$442K0.0%+4.8%0.025%
7/25/2025Envestnet Portfolio Solutions Inc.637,279$12.20M0.0%+7.3%0.701%
7/25/2025McNamara Financial Services Inc.64,444$1.23M0.2%+0.8%0.071%
7/25/2025Richardson Financial Services Inc.9,074$173K0.1%-16.2%0.010%
7/24/2025Comprehensive Money Management Services LLC32,987$631K0.5%-8.2%0.036%
7/23/2025Valmark Advisers Inc.23,870$457K0.0%-11.5%0.026%
7/23/2025Detalus Advisors LLC17,912$343K0.1%N/A0.020%
7/22/2025Simplicity Wealth LLC68,046$1.30M0.1%+209.5%0.075%
7/18/2025Lynx Investment Advisory47,728$914K0.6%+4.8%0.052%
7/18/2025Truist Financial Corp51,969$995K0.0%+4.8%0.057%
7/18/2025Lockerman Financial Group Inc.16,999$325K0.4%+8.5%0.019%
7/17/2025Raleigh Capital Management Inc.103,433$1.98M0.8%+7.0%0.114%
7/17/2025PMG Wealth Management Inc.13,227$252K0.2%-29.6%0.015%
7/16/2025 ST Germain D J Co. Inc.1,230,322$23.55M1.0%+6.2%1.351%
7/15/2025Revisor Wealth Management LLC18,887$360K0.1%-12.7%0.021%
7/15/2025Optima Capital LLC67,240$1.29M0.7%+34.5%0.074%
7/14/2025Iams Wealth Management LLC10,450$200K0.1%N/A0.011%
7/14/2025Park Avenue Securities LLC122,594$2.35M0.0%-4.1%0.134%
7/11/2025Farther Finance Advisors LLC60,409$1.16M0.0%-8.8%0.066%
7/10/2025Security National Bank600,823$11.50M2.0%-4.6%0.659%
7/10/2025Wealth Enhancement Advisory Services LLC12,592$240K0.0%-17.4%0.014%
7/10/2025Sharkey Howes & Javer77,539$1.48M0.2%-9.4%0.085%
7/10/2025Signal Advisors Wealth LLC31,169$597K0.0%-41.8%0.034%
7/10/2025Sovran Advisors LLC200,289$3.81M0.4%-3.9%0.220%
7/9/2025Capital Wealth Management LLC43,360$830K0.3%-8.5%0.048%
7/9/2025Pallas Capital Advisors LLC20,026$383K0.0%-14.5%0.022%
7/9/2025Fermata Advisors LLC47,164$903K0.2%-86.2%0.052%
7/9/2025Breakwater Capital Group27,242$521K0.1%+80.9%0.030%
7/9/2025Alesco Advisors LLC318,981$6.11M0.2%-1.1%0.350%
6/27/2025Goldman Sachs Group Inc.731,682$14.04M0.0%+17.7%0.839%
6/16/2025Lynx Investment Advisory45,553$874K0.6%+11.3%0.053%
6/13/2025Optima Capital LLC49,990$959K0.6%N/A0.058%
5/16/2025NewEdge Advisors LLC151,245$2.90M0.0%+13.4%0.174%
5/15/2025Pinnacle Wealth Planning Services Inc.225,218$4.32M0.6%+5.1%0.259%
5/8/2025FSB Premier Wealth Management Inc.17,434$335K0.1%-13.3%0.020%
5/6/2025Richardson Financial Services Inc.10,828$208K0.2%-5.5%0.013%
4/23/2025Creative Financial Designs Inc. ADV10,495$201K0.0%+927.9%0.012%
4/23/2025Golden State Wealth Management LLC3,552$68K0.0%+100.1%0.004%
4/14/2025Farther Finance Advisors LLC66,265$1.27M0.0%-15.1%0.077%
4/9/2025ST Germain D J Co. Inc.1,158,911$22.24M1.0%+12.9%1.341%
2/27/2025Pinnacle Wealth Planning Services Inc.214,283$3.96M0.6%+2.6%0.292%
2/18/2025Continuum Advisory LLC284,131$5.25M0.7%-0.9%0.385%
2/11/2025Lynx Investment Advisory40,946$757K0.5%+21.4%0.055%
2/10/2025Tidemark LLC4,018$74K0.0%-90.1%0.005%
2/10/2025Farther Finance Advisors LLC78,024$1.44M0.1%-17.7%0.106%
2/6/2025Pinnacle Wealth Planning Services Inc.214,283$3.96M0.1%+2.6%0.290%
2/6/2025Jones Financial Companies Lllp1,378$25K0.0%N/A0.002%
1/28/2025Golden State Wealth Management LLC1,775$33K0.0%N/A0.002%
1/24/2025Richardson Financial Services Inc.11,463$212K0.1%-14.0%0.016%
1/10/2025ST Germain D J Co. Inc.1,026,656$18.98M0.9%+4.7%1.391%
11/15/2024Continuum Advisory LLC286,806$5.33M0.7%-0.7%0.389%
11/14/2024Flow Traders U.S. LLC181,176$3.43M0.2%N/A0.245%
11/7/2024Tidemark LLC40,536$768K0.3%+7.5%0.055%
11/5/2024Lynx Investment Advisory33,737$639K0.5%+2.1%0.046%
10/29/2024Farther Finance Advisors LLC94,819$1.80M0.1%-17.2%0.128%
10/24/2024Richardson Financial Services Inc.13,331$247K0.2%+9.2%0.018%
10/18/2024ST Germain D J Co. Inc.980,527$18.58M0.9%+4.3%1.329%
8/14/2024Certified Advisory Corp165,806$3.06M0.4%-4.6%0.225%
7/31/2024Farther Finance Advisors LLC114,484$2.10M0.1%-4.8%0.155%
7/20/2024Continuum Advisory LLC288,937$5.34M0.8%-0.5%0.392%
7/16/2024ORG Partners LLC2,931$54K0.0%N/A0.004%
7/9/2024Lynx Investment Advisory33,036$611K0.5%N/A0.045%
7/8/2024ST Germain D J Co. Inc.939,924$17.37M0.8%+5.7%1.274%
5/16/2024Global Financial Private Client LLC5,559$103K0.0%-82.2%0.008%
(Data available from 1/1/2016 forward)

TIPX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TIPX shares?

During the previous two years, 85 institutional investors and hedge funds held shares of SPDR Bloomberg 1-10 Year TIPS ETF. The most heavily invested institutionals were State Street Corp ($994.35M), ST Germain D J Co. Inc. ($24.98M), Brio Consultants LLC ($16.56M), Goldman Sachs Group Inc. ($14.04M), Envestnet Asset Management Inc. ($13.28M), Envestnet Portfolio Solutions Inc. ($12.20M), and Security National Bank ($11.50M).Learn more on SPDR Bloomberg 1-10 Year TIPS ETF's institutional investors.

Which institutional investors have been buying SPDR Bloomberg 1-10 Year TIPS ETF's stock?

Of the 51 institutional investors that purchased SPDR Bloomberg 1-10 Year TIPS ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: State Street Corp ($2.93M), ST Germain D J Co. Inc. ($734.17K), Flow Traders U.S. LLC ($192.15K), Goldman Sachs Group Inc. ($110.02K), Integrity Alliance LLC. ($93.77K), Eldridge Investment Advisors Inc. ($85.40K), and Hibernia Wealth Partners LLC ($84.64K).

How much institutional buying is happening at SPDR Bloomberg 1-10 Year TIPS ETF?

Institutional investors have bought a total of 4,484,920 shares in the last 24 months. This purchase volume represents approximately $85.78M in transactions.

Which of SPDR Bloomberg 1-10 Year TIPS ETF's major shareholders have been selling company stock?

Of the 28 institutional investors that sold SPDR Bloomberg 1-10 Year TIPS ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($744.79K), Stratos Wealth Partners LTD. ($625.62K), Fermata Advisors LLC ($294.88K), GeoWealth Management LLC ($164.88K), Farther Finance Advisors LLC ($54.08K), Tidemark LLC ($36.52K), and Signal Advisors Wealth LLC ($31.06K).

How much institutional selling is happening at SPDR Bloomberg 1-10 Year TIPS ETF?

Institutional investors have sold a total of 2,093,316 shares in the last 24 months. This volume of shares sold represents approximately $40.03M in transactions.



This page (NYSEARCA:TIPX) was last updated on 10/10/2025 by MarketBeat.com Staff
From Our Partners