Institutional Ownership Spdr Bloomberg 1 10 Year Tips (TIPX)
This table provides information about the institutional ownership of Spdr Bloomberg 1 10 Year Tips (TIPX). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 64.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
49,022,565
shares
|
$938 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,312,072
shares
|
$44.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,230,322
shares
|
$23.5 Million
1.06% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
981,338
shares
|
$18.8 Million
0.0% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
835,470
shares
|
$16 Million
2.56% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
731,682
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
703,994
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Added 1711.34%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
693,995
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
637,279
shares
|
$12.2 Million
0.05% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
600,823
shares
|
$11.5 Million
2.04% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
436,094
shares
|
$8.35 Million
5.25% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
378,409
shares
|
$7.24 Million
2.9% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
333,249
shares
|
$6.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
318,981
shares
|
$6.11 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
300,215
shares
|
$5.75 Million
0.25% of portfolio
|
Q1 2025
Added 434.4%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
295,468
shares
|
$5.66 Million
1.38% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
286,185
shares
|
$5.48 Million
0.76% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
225,218
shares
|
$4.31 Million
0.66% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
200,289
shares
|
$3.83 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
188,963
shares
|
$3.62 Million
0.31% of portfolio
|
Q2 2025
Added 70.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
151,245
shares
|
$2.89 Million
0.02% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
142,126
shares
|
$2.72 Million
0.07% of portfolio
|
Q2 2025
Added 84.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
132,833
shares
|
$2.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 82.49%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
132,086
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
122,594
shares
|
$2.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.11%
|