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

SPDR Bloomberg 1-10 Year TIPS ETF logo
$19.12 +0.02 (+0.10%)
Closing price 07/18/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Bloomberg 1-10 Year TIPS ETF (NYSEARCA:TIPX)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$14.38M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$9.59M
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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
7/18/2025 Lynx Investment Advisory47,728$914K0.6%+4.8%0.052%
7/18/2025 Truist Financial Corp51,969$995K0.0%+4.8%0.057%
7/18/2025 Lockerman Financial Group Inc.16,999$325K0.4%+8.5%0.019%
7/17/2025 Raleigh Capital Management Inc.103,433$1.98M0.8%+7.0%0.114%
7/17/2025 PMG 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%
7/15/2025 Revisor Wealth Management LLC18,887$360K0.1%-12.7%0.021%
7/15/2025 Optima Capital LLC67,240$1.29M0.7%+34.5%0.074%
7/14/2025 Iams Wealth Management LLC10,450$200K0.1%N/A0.011%
7/14/2025 Park Avenue Securities LLC122,594$2.35M0.0%-4.1%0.134%
7/11/2025 Farther Finance Advisors LLC60,409$1.16M0.0%-8.8%0.066%
7/10/2025 Security National Bank600,823$11.50M2.0%-4.6%0.659%
7/10/2025 Wealth Enhancement Advisory Services LLC12,592$240K0.0%-17.4%0.014%
7/10/2025 Sharkey Howes & Javer77,539$1.48M0.2%-9.4%0.085%
7/10/2025 Signal Advisors Wealth LLC31,169$597K0.0%-41.8%0.034%
7/10/2025 Sovran Advisors LLC200,289$3.81M0.4%-3.9%0.220%
7/9/2025 Capital Wealth Management LLC43,360$830K0.3%-8.5%0.048%
7/9/2025 Pallas Capital Advisors LLC20,026$383K0.0%-14.5%0.022%
7/9/2025 Fermata Advisors LLC47,164$903K0.2%-86.2%0.052%
7/9/2025 Breakwater Capital Group27,242$521K0.1%+80.9%0.030%
7/9/2025 Alesco 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%
6/16/2025 Lynx Investment Advisory45,553$874K0.6%+11.3%0.053%
6/13/2025 Optima 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%
4/14/2025 Farther Finance Advisors LLC66,265$1.27M0.0%-15.1%0.077%
4/9/2025 ST 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%
2/11/2025 Lynx Investment Advisory40,946$757K0.5%+21.4%0.055%
2/10/2025Tidemark LLC4,018$74K0.0%-90.1%0.005%
2/10/2025 Farther 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%
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1/24/2025Richardson Financial Services Inc.11,463$212K0.1%-14.0%0.016%
1/10/2025 ST 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%
11/5/2024 Lynx Investment Advisory33,737$639K0.5%+2.1%0.046%
10/29/2024 Farther 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%
10/18/2024 ST 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%
7/31/2024 Farther Finance Advisors LLC114,484$2.10M0.1%-4.8%0.155%
7/20/2024Continuum Advisory LLC288,937$5.34M0.8%-0.5%0.392%
7/16/2024 ORG Partners LLC2,931$54K0.0%N/A0.004%
7/9/2024 Lynx Investment Advisory33,036$611K0.5%N/A0.045%
7/8/2024 ST Germain D J Co. Inc.939,924$17.37M0.8%+5.7%1.274%
5/16/2024 Global Financial Private Client LLC5,559$103K0.0%-82.2%0.008%
5/10/2024Pinnacle Wealth Planning Services Inc.192,292$3.58M0.5%+2.5%0.261%
5/4/2024Richardson Financial Services Inc.12,601$235K0.2%-32.5%0.017%
5/2/2024USAdvisors Wealth Management LLC10,069$187K0.1%-26.0%0.014%
4/30/2024Private Advisor Group LLC89,320$1.67M0.0%-20.1%0.121%
4/2/2024 ST Germain D J Co. Inc.889,045$16.57M0.8%+25.4%1.213%
3/8/2024ICA Group Wealth Management LLC121,984$2.27M0.5%+10.2%0.166%
3/4/2024Richardson Financial Services Inc.18,660$347K0.3%N/A0.025%
2/12/2024Tradition Wealth Management LLC133,694$2.49M0.3%-57.0%0.182%
2/9/2024Tidemark LLC48,952$910K0.6%N/A0.067%
2/9/2024Certified Advisory Corp170,124$3.16M0.5%-0.6%0.232%
2/9/2024L.M. Kohn & Company12,199$227K0.1%-9.1%0.017%
2/8/2024 Janney Montgomery Scott LLC133,131$2.48M0.0%-17.6%0.182%
2/8/2024Pinnacle Wealth Planning Services Inc.187,605$3.49M0.5%+2.3%0.256%
1/30/2024 Avior Wealth Management LLC2,142$38K0.0%-55.9%0.003%
1/24/2024Private Trust Co. NA5,504$102K0.0%-41.3%0.008%
1/23/2024Regency Capital Management Inc. DE25,415$472K0.3%N/A0.035%
1/4/2024 Canandaigua National Bank & Trust Co.13,950$259K0.0%N/A0.019%
1/1/2024 VisionPoint Advisory Group LLC6,889$125K0.1%+156.6%0.009%
1/1/2024 Raleigh Capital Management Inc.90,575$1.64M0.8%+18.3%0.124%
11/13/2023Certified Advisory Corp171,127$3.09M0.3%+3.6%0.233%
11/9/2023USAdvisors Wealth Management LLC48,466$876K0.4%+3.9%0.066%
11/8/2023 Janney Montgomery Scott LLC161,624$2.92M0.0%-10.1%0.220%
11/8/2023Pinnacle Wealth Planning Services Inc.183,306$3.31M0.5%+3.3%0.250%
11/6/2023Eldridge Investment Advisors Inc.85,401$1.54M0.5%N/A0.117%
10/24/2023Bank of New York Mellon Corp10,266$186K0.0%N/A0.014%
10/23/2023 ST Germain D J Co. Inc.518,675$9.38M0.5%+39.9%0.708%
10/18/2023Private Trust Co. NA9,373$169K0.0%-7.6%0.013%
10/17/2023Newbridge Financial Services Group Inc.3,956$72K0.0%-42.3%0.005%
10/17/2023 Avior Wealth Management LLC4,862$86K0.0%-46.9%0.007%
9/12/2023 Farther Finance Advisors LLC138,654$2.56M0.6%+35.8%0.189%
9/7/2023 ST Germain D J Co. Inc.370,634$6.84M0.4%N/A0.506%
8/14/2023Certified Advisory Corp165,137$3.05M0.6%+7.8%0.225%
8/10/2023Ledyard National Bank56,071$1.04M0.1%N/A0.076%
8/7/2023Keystone Financial Group14,322$264K0.0%N/A0.020%
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8/7/2023Pinnacle Wealth Planning Services Inc.177,400$3.28M0.5%+3.6%0.242%
8/2/2023 Newman Dignan & Sheerar Inc.13,563$250K0.1%-57.9%0.019%
7/28/2023Private Trust Co. NA10,147$187K0.0%-23.6%0.014%
7/26/2023 Janney Montgomery Scott LLC179,820$3.32M0.0%-2.6%0.248%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC9,157$167K0.0%-12.5%0.013%
7/17/2023Bridge Advisory LLC27,745$512K0.2%-2.8%0.038%
5/22/2023American Trust47,234$894K0.1%N/A0.062%
5/12/2023Tradition Wealth Management LLC349,298$6.65M0.8%+4.2%0.458%
5/8/2023PCG Wealth Advisors LLC22,538$429K0.3%-18.1%0.030%
5/8/2023L.M. Kohn & Company14,229$271K0.1%-34.9%0.019%
(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, 52 institutional investors and hedge funds held shares of SPDR Bloomberg 1-10 Year TIPS ETF. The most heavily invested institutionals were ST Germain D J Co. Inc. ($23.55M), Goldman Sachs Group Inc. ($14.04M), Security National Bank ($11.50M), Alesco Advisors LLC ($6.11M), Continuum Advisory LLC ($5.25M), Pinnacle Wealth Planning Services Inc. ($4.32M), and Sovran Advisors LLC ($3.81M).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 29 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: ST Germain D J Co. Inc. ($1.04M), Flow Traders U.S. LLC ($181.18K), Goldman Sachs Group Inc. ($110.02K), Eldridge Investment Advisors Inc. ($85.40K), Optima Capital LLC ($67.24K), Ledyard National Bank ($56.07K), and Tidemark LLC ($51.78K).

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

Institutional investors have bought a total of 754,786 shares in the last 24 months. This purchase volume represents approximately $14.38M in transactions.

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

Of the 18 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: Fermata Advisors LLC ($294.88K), Farther Finance Advisors LLC ($59.83K), Tidemark LLC ($36.52K), Security National Bank ($28.83K), Signal Advisors Wealth LLC ($22.41K), Sovran Advisors LLC ($8.15K), and Sharkey Howes & Javer ($8.06K).

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

Institutional investors have sold a total of 503,743 shares in the last 24 months. This volume of shares sold represents approximately $9.59M in transactions.



This page (NYSEARCA:TIPX) was last updated on 7/21/2025 by MarketBeat.com Staff
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