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

SPDR Bloomberg 1-10 Year TIPS ETF logo
$18.61 +0.05 (+0.24%)
As of 11:50 AM 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)
94
Total
Institutional Inflows
(last 12 months)
$168.93M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$23.43M
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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
9/2/2026Brown Lisle Cummings Inc.4,433$84K0.0%+359.9%0.004%
8/23/2026 Hyundai Investments Co. Ltd.30,278$574K0.6%+159.3%0.028%
8/22/2026 Concurrent Investment Advisors LLC76,227$1.44M0.0%+13.1%0.071%
8/21/2026 Continuum Advisory LLC314,784$5.96M0.5%+2.6%0.294%
8/20/2026 Avant Capital LLC6,306$119K0.1%N/A0.006%
8/20/2026 First PREMIER Bank57,325$1.09M0.2%N/A0.054%
8/20/2026 Nwam LLC26,238$497K0.0%N/A0.025%
8/20/2026 JNBA Financial Advisors148,319$2.81M0.1%N/A0.139%
8/20/2026 Oarsman Capital Inc.583,514$11.05M0.8%N/A0.545%
7/10/2026 KWB Wealth15,888$301K0.0%N/A0.015%
7/9/2026 Capital Wealth Management LLC57,818$1.09M0.2%-4.8%0.054%
7/9/2026 Breakwater Capital Group60,437$1.14M0.1%+34.4%0.057%
7/8/2026 Sonoma Allocations LLC144,049$2.70M1.0%-28.3%0.136%
7/8/2026 Midwest Financial Network LLC27,785$526K0.4%+37.1%0.026%
7/7/2026 Canandaigua National Bank & Trust Co.13,950$264K0.0%N/A0.013%
6/18/2026 Western Wealth Management LLC6,222$119K0.0%N/A0.006%
6/4/2026 Midwest Financial Network LLC20,269$389K0.3%+39.2%0.021%
6/3/2026 Parallel Advisors LLC58,132$1.12M0.0%N/A0.059%
6/3/2026 NewEdge Advisors LLC174,104$3.34M0.0%+1.3%0.178%
5/19/2026 Western Wealth Management LLC6,222$119K0.0%N/A0.006%
5/19/2026McIlrath & Eck LLC240,061$4.61M0.3%N/A0.245%
5/19/2026 Sonoma Allocations LLC200,784$3.85M1.3%-14.7%0.205%
5/19/2026 NewEdge Advisors LLC152,725$2.93M0.1%-11.2%0.156%
5/19/2026 Bank of America Corp DE987,334$18.95M0.0%+334.8%1.009%
5/18/2026 Royal Bank of Canada52,854$1.02M0.0%+30.9%0.054%
5/14/2026 Modern Wealth Management LLC12,131$232K0.0%-41.0%0.012%
5/13/2026 Cetera Investment Advisers166,047$3.19M0.0%+9.0%0.170%
5/13/2026 Alesco Advisors LLC An ESL Co297,784$5.71M0.1%-5.3%0.304%
5/7/2026 Parallel Advisors LLC58,132$1.12M0.0%N/A0.059%
5/6/2026 Assetmark Inc.328,181$6.30M0.0%-1.1%0.335%
5/5/2026 Geneos Wealth Management Inc.1,829$35K0.0%N/A0.002%
5/5/2026 Sanctuary Advisors LLC40,422$776K0.0%+59.8%0.041%
5/5/2026 Sigma Planning Corp19,733$379K0.0%+4.5%0.020%
5/4/2026 Hibernia Wealth Partners LLC182,867$3.51M1.0%+3.1%0.187%
5/1/2026 Fifth Third Bancorp25,812$495K0.0%N/A0.026%
5/1/2026 Sovran Advisors LLC196,875$3.81M0.3%-1.8%0.201%
5/1/2026 Simplicity Wealth LLC54,399$1.04M0.1%+22.9%0.056%
4/30/2026 Kestra Advisory Services LLC53,754$1.03M0.0%+18.7%0.055%
4/30/2026 PCB Capital LLC13,751$264K0.4%+7.4%0.014%
4/29/2026 Axxcess Wealth Management LLC36,491$700K0.0%+4.7%0.037%
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4/29/2026 Addison Capital Co43,565$836K0.1%N/A0.044%
4/28/2026 Raleigh Capital Management Inc.121,399$2.33M0.8%+4.5%0.124%
4/27/2026 Turtle Creek Wealth Advisors LLC2,750$53K0.0%N/A0.003%
4/23/2026 Financial & Tax Architects LLC82,275$1.58M0.4%+47.9%0.085%
4/23/2026 Intrua Financial LLC117,131$2.25M0.2%-3.1%0.121%
4/23/2026 Continuum Advisory LLC306,945$5.89M0.6%+6.9%0.316%
4/22/2026 Aspire Private Capital LLC321,985$6.18M1.4%+2.4%0.332%
4/21/2026 Maridea Wealth Management LLC14,488$278K0.0%-65.1%0.015%
4/20/2026 Breakwater Capital Group44,962$863K0.1%+24.7%0.046%
4/20/2026 RFG Advisory LLC23,138$444K0.0%+4.9%0.024%
4/18/2026 Legacy Wealth Partners LLC16,445$316K0.1%+7.8%0.017%
4/18/2026 PMG Wealth Management Inc.10,426$199K0.1%-16.3%0.011%
4/17/2026 Capital Wealth Management LLC60,724$1.17M0.3%+6.1%0.063%
4/17/2026 Brookstone Capital Management47,538$912K0.0%-13.5%0.049%
4/16/2026True Vision MN LLC12,212$234K0.1%+19.9%0.013%
3/17/2026 Rockefeller Capital Management L.P.132,175$2.52M0.0%+625.2%0.138%
2/23/2026 Sonoma Allocations LLC235,287$4.51M1.5%-38.0%0.246%
2/19/2026 Axxcess Wealth Management LLC34,846$665K0.0%+3.3%0.036%
2/18/2026 NewEdge Advisors LLC171,921$3.28M0.0%+5.0%0.179%
2/18/2026 OLD Mission Capital LLC21,573$412K0.0%N/A0.023%
2/17/2026 Cetera Investment Advisers152,343$2.91M0.0%+4.7%0.159%
2/17/2026 Equitable Holdings Inc.60,800$1.16M0.0%-11.1%0.063%
2/17/2026 Osaic Holdings Inc.31,694$605K0.0%-66.0%0.033%
2/17/2026 Tower Research Capital LLC TRC 49,325$941K0.0%N/A0.051%
2/17/2026Running Point Capital Advisors LLC9,415$180K0.0%-11.9%0.010%
2/17/2026 Royal Bank of Canada40,373$770K0.0%+26.6%0.042%
2/17/2026 Hyundai Investments Co. Ltd.16,384$313K0.3%N/A0.017%
2/16/2026 MML Investors Services LLC25,531$487K0.0%+75.5%0.027%
2/13/2026 Kestra Advisory Services LLC45,282$864K0.0%-2.7%0.047%
2/13/2026 CreativeOne Wealth LLC51,122$975K0.0%+23.8%0.053%
2/13/2026 The Manufacturers Life Insurance Company 87,000$1.66M0.0%-11.2%0.091%
2/13/2026 Stifel Financial Corp157,064$3.00M0.0%+50.2%0.164%
2/13/2026 Novus Advisors LLC32,353$617K1.4%+5.5%0.034%
2/13/2026 State Street Corp55,696,115$1.06B0.0%+4.2%58.138%
2/13/2026 Landmark Wealth Management Inc.73,775$1.41M0.5%+31.7%0.077%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC288,271$5.50M0.0%N/A0.301%
2/13/2026 Wells Fargo & Company MN5,291$101K0.0%-43.9%0.006%
2/12/2026 Jane Street Group LLC58,714$1.12M0.0%N/A0.061%
2/12/2026 Orion Porfolio Solutions LLC27,423$523K0.0%+9.5%0.029%
2/12/2026 Hibernia Wealth Partners LLC177,310$3.38M1.0%+105.2%0.185%
2/11/2026 LPL Financial LLC2,569,385$49.02M0.0%+2.9%2.682%
2/11/2026 Continuum Advisory LLC287,237$5.48M0.5%+7.6%0.300%
2/10/2026 Goldman Sachs Group Inc.865,524$16.51M0.0%+16.1%0.903%
2/10/2026 Redwood Financial Network Corp30,904$590K0.4%-3.7%0.032%
2/10/2026 Foundations Investment Advisors LLC120,907$2.31M0.0%+77.9%0.126%
2/9/2026 Valtinson Bruner Financial Planning LLC15,793$301K0.1%N/A0.016%
2/9/2026 Harbour Investments Inc.31,875$608K0.0%+10.9%0.033%
2/6/2026 Axxcess Wealth Management LLC69,692$1.33M0.0%+106.6%0.073%
2/6/2026 Global Retirement Partners LLC23,880$456K0.0%+11.5%0.025%
2/6/2026 Creative Financial Designs Inc. ADV31,445$600K0.0%+7.5%0.033%
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2/6/2026 PNC Financial Services Group Inc.5,846$112K0.0%+34.2%0.006%
2/6/2026 HighTower Advisors LLC115,914$2.21M0.0%+28.3%0.121%
2/6/2026 Envestnet Portfolio Solutions Inc.683,430$13.04M0.0%+3.4%0.713%
2/5/2026 Intrua Financial LLC120,891$2.31M0.2%-1.8%0.126%
2/5/2026 Security National Bank633,464$12.09M1.7%+3.5%0.661%
2/4/2026 Brio Consultants LLC946,670$18.06M2.3%+6.5%0.991%
2/2/2026 Truist Financial Corp55,781$1.06M0.0%+1.1%0.058%
2/2/2026 Mutual Advisors LLC136,638$2.61M0.1%-3.6%0.143%
2/2/2026 Capital Wealth Management LLC57,232$1.09M0.4%+26.6%0.060%
1/30/2026 Sigma Planning Corp18,886$360K0.0%+10.0%0.020%


TIPX Institutional Ownership - Frequently Asked Questions

During the previous two years, 135 institutional investors and hedge funds held shares of SPDR Bloomberg 1-10 Year TIPS ETF. The most heavily invested institutionals were State Street Corp ($1.06B), LPL Financial LLC ($49.02M), ST Germain D J Co. Inc. ($27.94M), Bank of America Corp DE ($18.95M), Brio Consultants LLC ($18.06M), Goldman Sachs Group Inc. ($16.51M), and Envestnet Asset Management Inc. ($14.44M).Learn more on SPDR Bloomberg 1-10 Year TIPS ETF's institutional investors.

Of the 107 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 ($6.67M), Bank of America Corp DE ($760.26K), Oarsman Capital Inc. ($583.51K), ST Germain D J Co. Inc. ($524.18K), Sonoma Allocations LLC ($379.41K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($288.27K), and McIlrath & Eck LLC ($240.06K).

Institutional investors have bought a total of 8,823,690 shares in the last 24 months. This purchase volume represents approximately $168.93M in transactions.

Of the 48 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: Sonoma Allocations LLC ($235.36K), GeoWealth Management LLC ($125.86K), Stratos Wealth Partners LTD. ($113.65K), Hibernia Wealth Partners LLC ($88.67K), AllGen Financial Advisors Inc. ($78.55K), Osaic Holdings Inc. ($61.66K), and Optima Capital LLC ($59.81K).

Institutional investors have sold a total of 1,220,495 shares in the last 24 months. This volume of shares sold represents approximately $23.43M in transactions.



Institutional ownership data for NYSEARCA:TIPX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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