Free Trial

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

SPDR Bloomberg 1-10 Year TIPS ETF logo
$19.14 +0.04 (+0.21%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$13.61M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.05M
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.

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
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%
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%
4/2/2024ST Germain D J Co. Inc.889,045$16.57M0.8%+25.4%1.213%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
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%
2/8/2024Janney 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%
1/30/2024Avior 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%
1/4/2024Canandaigua National Bank & Trust Co.13,950$259K0.0%N/A0.019%
1/1/2024VisionPoint Advisory Group LLC6,889$125K0.1%+156.6%0.009%
1/1/2024Raleigh 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%
11/8/2023Janney 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%
10/23/2023ST 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%
10/17/2023Avior Wealth Management LLC4,862$86K0.0%-46.9%0.007%
9/12/2023Farther Finance Advisors LLC138,654$2.56M0.6%+35.8%0.189%
9/7/2023ST 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%
8/7/2023Pinnacle Wealth Planning Services Inc.177,400$3.28M0.5%+3.6%0.242%
8/2/2023Newman Dignan & Sheerar Inc.13,563$250K0.1%-57.9%0.019%
7/28/2023Private Trust Co. NA10,147$187K0.0%-23.6%0.014%
7/26/2023Janney Montgomery Scott LLC179,820$3.32M0.0%-2.6%0.248%
7/19/2023Nelson 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%
5/8/2023Good Life Advisors LLC571,100$10.87M1.4%+0.3%0.749%
5/8/2023Capital Wealth Management LLC66,573$1.27M0.7%+174.7%0.087%
5/8/2023Sigma Planning Corp12,964$247K0.0%-11.1%0.017%
5/8/2023Global Retirement Partners LLC45,170$854K0.0%-9.7%0.059%
5/5/2023Assetmark Inc.650,945$12.39M0.1%-9.3%0.854%
5/3/2023Pinnacle Wealth Planning Services Inc.171,291$3.26M0.5%+0.5%0.225%
5/3/2023Integrated Wealth Concepts LLC20,636$393K0.0%+5.3%0.027%
4/28/2023Newman Dignan & Sheerar Inc.32,183$612K0.2%-52.7%0.042%
4/28/2023Janney Montgomery Scott LLC184,642$3.51M0.0%+100.7%0.242%
4/20/2023Accel Wealth Management5,489$104K0.0%-30.5%0.007%
4/13/2023USAdvisors Wealth Management LLC46,142$878K0.4%N/A0.061%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
4/12/2023Private Trust Co. NA13,285$253K0.0%-48.7%0.017%
2/16/2023Certified Advisory Corp128,279$2.37M0.5%+10.8%0.169%
2/13/2023Integrated Wealth Concepts LLC19,598$362K0.0%+34.7%0.026%
2/13/2023Pinnacle Wealth Planning Services Inc.170,368$3.14M0.6%+36.8%0.224%
2/7/2023Keystone Financial Group15,587$288K0.1%-25.1%0.020%
2/7/2023Valmark Advisers Inc.39,366$726K0.0%+7.3%0.052%
2/3/2023Tradition Wealth Management LLC335,182$6.18M0.9%+9.9%0.440%
2/1/2023Janney Montgomery Scott LLC92,008$1.70M0.0%+59.4%0.121%
1/30/2023VitalStone Financial LLC129,244$2.38M1.6%N/A0.170%
1/20/2023Newman Dignan & Sheerar Inc.68,056$1.26M0.4%-4.9%0.089%
(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, 38 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. ($22.24M), Goldman Sachs Group Inc. ($14.04M), Continuum Advisory LLC ($5.25M), Pinnacle Wealth Planning Services Inc. ($4.32M), Flow Traders U.S. LLC ($3.43M), Certified Advisory Corp ($3.06M), and NewEdge Advisors LLC ($2.90M).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 25 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. ($968.88K), Flow Traders U.S. LLC ($181.18K), Goldman Sachs Group Inc. ($110.02K), Eldridge Investment Advisors Inc. ($85.40K), Ledyard National Bank ($56.07K), Tidemark LLC ($51.78K), and Optima Capital LLC ($49.99K).

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

Institutional investors have bought a total of 717,645 shares in the last 24 months. This purchase volume represents approximately $13.61M in transactions.

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

The following institutional investors have sold SPDR Bloomberg 1-10 Year TIPS ETF stock in the last 24 months: Farther Finance Advisors LLC ($53.97K), Tidemark LLC ($36.52K), Certified Advisory Corp ($8.03K), Continuum Advisory LLC ($6.26K), FSB Premier Wealth Management Inc. ($2.68K), and Richardson Financial Services Inc. ($2.50K).

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

Institutional investors have sold a total of 109,946 shares in the last 24 months. This volume of shares sold represents approximately $2.05M in transactions.



This page (NYSEARCA:TIPX) was last updated on 6/30/2025 by MarketBeat.com Staff
From Our Partners