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QQQ   435.27
Palantir Stock Has It all… Except the Analysts' Support
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FedEx ends naming rights agreement for the Washington Commanders stadium long known as FedEx Field
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
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S&P 500   5,069.76
DOW   38,949.02
QQQ   435.27
Palantir Stock Has It all… Except the Analysts' Support
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
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FedEx ends naming rights agreement for the Washington Commanders stadium long known as FedEx Field
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Workday Stock Price is Working on a Buy-the-Dip Opportunity
Are NFTs Back? Why NFTs Will Make a Comeback in 2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
US economy grew solid 3.2% in fourth quarter, a slight downgrade from government's initial estimate
Dubai's sky-high aspirations find a new outlet as it hosts a jet suit race for 'Iron Man' pilots
S&P 500   5,069.76
DOW   38,949.02
QQQ   435.27
Palantir Stock Has It all… Except the Analysts' Support
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
3 wealth-compounding stocks to beat the market this decade
FedEx ends naming rights agreement for the Washington Commanders stadium long known as FedEx Field
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Workday Stock Price is Working on a Buy-the-Dip Opportunity
Are NFTs Back? Why NFTs Will Make a Comeback in 2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
US economy grew solid 3.2% in fourth quarter, a slight downgrade from government's initial estimate
Dubai's sky-high aspirations find a new outlet as it hosts a jet suit race for 'Iron Man' pilots

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

$18.48
+0.05 (+0.27%)
(As of 02/28/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$21.27 M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.67 M
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TIPX Institutional Buying and Selling by Quarter


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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Main Street Group LTD12,574$0.23M0.1%N/A0.017%
2/12/2024Tradition Wealth Management LLC133,694$2.49M0.3%-57.0%0.182%
2/9/2024Tidemark LLC48,952$0.91M0.6%N/A0.067%
2/9/2024Certified Advisory Corp170,124$3.16M0.5%-0.6%0.232%
2/9/2024L.M. Kohn & Company12,199$0.23M0.1%-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$0.10M0.0%-41.3%0.008%
1/23/2024Regency Capital Management Inc. DE25,415$0.47M0.3%N/A0.035%
1/4/2024Canandaigua National Bank & Trust Co.13,950$0.26M0.0%N/A0.019%
1/1/2024VisionPoint Advisory Group LLC6,889$0.13M0.1%+156.6%0.009%
1/1/2024Raleigh Capital Management Inc.90,575$1.64M0.8%+18.3%0.124%
11/15/2023Integrated Wealth Concepts LLC17,574$0.32M0.0%-16.7%0.024%
11/13/2023Certified Advisory Corp171,127$3.09M0.3%+3.6%0.233%
11/9/2023USAdvisors Wealth Management LLC48,466$0.88M0.4%+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$0.19M0.0%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$0.17M0.0%-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$0.26M0.0%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$0.25M0.1%-57.9%0.019%
7/28/2023Private Trust Co. NA10,147$0.19M0.0%-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$0.17M0.0%-12.5%0.013%
7/17/2023Bridge Advisory LLC27,745$0.51M0.2%-2.8%0.038%
5/22/2023American Trust47,234$0.89M0.1%N/A0.062%
5/15/2023Certified Advisory Corp153,235$2.92M0.5%+19.5%0.201%
5/12/2023NewEdge Advisors LLC8,204$0.16M0.0%+16.2%0.011%
5/12/2023Tradition Wealth Management LLC349,298$6.65M0.8%+4.2%0.458%
5/8/2023PCG Wealth Advisors LLC22,538$0.43M0.3%-18.1%0.030%
5/8/2023L.M. Kohn & Company14,229$0.27M0.1%-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$0.25M0.0%-11.1%0.017%
5/8/2023Global Retirement Partners LLC45,170$0.85M0.0%-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$0.39M0.0%+5.3%0.027%
4/28/2023Newman Dignan & Sheerar Inc.32,183$0.61M0.2%-52.7%0.042%
4/28/2023Janney Montgomery Scott LLC184,642$3.51M0.0%+100.7%0.242%
4/20/2023Accel Wealth Management5,489$0.10M0.0%-30.5%0.007%
4/13/2023USAdvisors Wealth Management LLC46,142$0.88M0.4%N/A0.061%
4/12/2023Private Trust Co. NA13,285$0.25M0.0%-48.7%0.017%
2/16/2023Certified Advisory Corp128,279$2.37M0.5%+10.8%0.169%
2/13/2023Integrated Wealth Concepts LLC19,598$0.36M0.0%+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$0.29M0.1%-25.1%0.020%
2/7/2023Valmark Advisers Inc.39,366$0.73M0.0%+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%
1/17/2023H&H Retirement Design & Management INC29,794$0.56M0.5%+29.4%0.039%
1/17/2023Bridge Advisory LLC81,578$1.51M0.6%-5.3%0.106%
1/17/2023Newbridge Financial Services Group Inc.6,833$0.13M0.1%-24.2%0.009%
12/2/2022American Trust43,138$4.60M0.4%N/A0.056%
11/23/2022FSB Premier Wealth Management Inc.36,351$0.66M0.4%-2.9%0.047%
11/16/2022AFG Fiduciary Services Limited Partnership338,541$6.17M5.8%-5.2%0.466%
11/15/2022Flow Traders U.S. LLC298,588$5.44M0.3%N/A0.388%
11/9/2022Pinnacle Wealth Planning Services Inc.124,534$2.27M0.4%+6.4%0.162%
11/9/2022Capital Wealth Alliance LLC103,632$1.89M1.6%+14.2%0.135%
11/3/2022Columbia Asset Management5,006$91K0.0%N/A0.007%
11/1/2022Strategic Asset Management LLC2,754$32K0.1%+113.0%0.004%
10/25/2022Janney Montgomery Scott LLC57,709$1.05M0.0%+24.9%0.075%
10/18/2022Newman Dignan & Sheerar Inc.71,591$1.30M0.2%-9.9%0.093%
10/17/2022Private Trust Co. NA25,594$0.47M0.1%+953.7%0.033%
9/23/2022Capital Wealth Alliance LLC90,736$1.77M0.7%+45.0%0.119%
9/16/2022Private Trust Co. NA2,429$47K0.0%N/A0.003%
8/30/2022Raleigh Capital Management Inc.84,188$1.64M0.9%-20.6%0.103%
8/17/2022Castleview Partners LLC6,981$0.27M0.0%-23.8%0.009%
8/16/2022Certified Advisory Corp107,532$2.09M0.5%+11.7%0.141%
8/11/2022JPMorgan Chase & Co.264,446$5.15M0.0%-0.3%0.348%
8/8/2022Integrated Wealth Concepts LLC10,008$0.20M0.0%-79.0%0.013%
8/5/2022OLD Mission Capital LLC10,041$0.20M0.0%N/A0.013%
8/5/2022Bay Harbor Wealth Management LLC1,415$28K0.0%-40.3%0.002%
8/3/2022Accel Wealth Management7,839$0.15M0.1%-49.2%0.010%
8/3/2022Pinnacle Wealth Planning Services Inc.117,042$2.28M0.4%+1.2%0.154%
8/3/2022Janney Montgomery Scott LLC46,199$0.90M0.0%-53.7%0.061%
8/3/2022Newman Dignan & Sheerar Inc.79,496$1.55M0.5%-9.1%0.105%
8/3/2022Assetmark Inc.702,239$13.67M0.1%-3.0%0.924%
8/3/2022Jeppson Wealth Management LLC14,667$0.29M0.1%-80.5%0.019%
8/2/2022Capital Wealth Alliance LLC10,939$0.27M0.2%-82.5%0.014%
8/2/2022Tradition Wealth Management LLC276,569$5.38M0.8%+59.9%0.364%
8/1/2022FSB Premier Wealth Management Inc.37,428$0.73M0.4%-3.2%0.049%
7/29/2022Patriot Financial Group Insurance Agency LLC2,521$49K0.0%+28.0%0.003%
7/14/2022Strategic Asset Management LLC1,293$25K0.0%-30.3%0.002%
5/13/2022Certified Advisory Corp96,288$1.99M0.4%+16.9%0.132%
5/13/2022NewEdge Advisors LLC10,411$0.22M0.0%N/A0.014%
5/12/2022Raleigh Capital Management Inc.106,009$2.19M1.2%N/A0.145%
5/12/2022Integrated Wealth Concepts LLC47,665$0.99M0.0%+15.6%0.065%
(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, 54 institutional investors and hedge funds held shares of SPDR Bloomberg Barclays 1-10 Year TIPS ETF. The most heavily invested institutionals were Comerica Bank ($13.37M), Assetmark Inc. ($12.39M), Good Life Advisors LLC ($10.87M), ST Germain D J Co. Inc. ($9.38M), AFG Fiduciary Services Limited Partnership ($6.17M), Flow Traders U.S. LLC ($5.44M), and JPMorgan Chase & Co. ($5.15M).Learn more on TIPX's institutional investors.

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

Of the 37 institutional investors that purchased SPDR Bloomberg Barclays 1-10 Year TIPS ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Comerica Bank ($0.66M), ST Germain D J Co. Inc. ($0.52M), Tradition Wealth Management LLC ($0.31M), Flow Traders U.S. LLC ($0.30M), Janney Montgomery Scott LLC ($0.14M), VitalStone Financial LLC ($0.13M), and Raleigh Capital Management Inc. ($0.12M).

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

Institutional investors have bought a total of 3,126,339 shares in the last 24 months. This purchase volume represents approximately $60.38M in transactions.

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

Of the 30 institutional investors that sold SPDR Bloomberg Barclays 1-10 Year TIPS ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clear Perspectives Financial Planning LLC ($0.42M), Tradition Wealth Management LLC ($0.18M), Janney Montgomery Scott LLC ($0.11M), Assetmark Inc. ($88.72K), Newman Dignan & Sheerar Inc. ($76.05K), Jeppson Wealth Management LLC ($60.46K), and Capital Wealth Alliance LLC ($51.62K).

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

Institutional investors have sold a total of 1,170,407 shares in the last 24 months. This volume of shares sold represents approximately $22.96M in transactions.


This page (NYSEARCA:TIPX) was last updated on 2/29/2024 by MarketBeat.com Staff