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 140 institutions that hold shares in the stock, with a total of 64.7 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
|
$933 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 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,158,911
shares
|
$22.1 Million
1.09% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
981,338
shares
|
$18.7 Million
0.0% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
835,470
shares
|
$15.9 Million
2.56% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
758,455
shares
|
$14.4 Million
0.23% of portfolio
|
Q1 2025
Added 35.94%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
731,682
shares
|
$13.9 Million
0.0% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
703,994
shares
|
$13.4 Million
0.0% of portfolio
|
Q1 2025
Added 1711.34%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
669,196
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
600,823
shares
|
$11.4 Million
2.04% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
593,754
shares
|
$11.3 Million
0.05% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
436,094
shares
|
$8.3 Million
5.25% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
333,249
shares
|
$6.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
318,981
shares
|
$6.07 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
310,534
shares
|
$5.91 Million
2.6% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
300,215
shares
|
$5.72 Million
0.25% of portfolio
|
Q1 2025
Added 434.4%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
287,760
shares
|
$5.48 Million
1.43% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
286,185
shares
|
$5.45 Million
0.76% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
225,218
shares
|
$4.29 Million
0.66% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
200,289
shares
|
$3.81 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
151,245
shares
|
$2.88 Million
0.02% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
132,086
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
122,594
shares
|
$2.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
119,202
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Added 27.95%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
111,104
shares
|
$2.12 Million
0.2% of portfolio
|
Q1 2025
Added 419.1%
|