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 143 institutions that hold shares in the stock, with a total of 67.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
51,951,485
shares
|
$1 Billion
0.04% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,358,568
shares
|
$45.6 Million
0.02% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,294,836
shares
|
$25 Million
1.04% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
864,922
shares
|
$16.7 Million
2.49% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
745,340
shares
|
$14.4 Million
0.0% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
693,995
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
637,279
shares
|
$12.3 Million
0.05% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
611,789
shares
|
$11.8 Million
1.86% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Aug 07, 2025 Q2 2025 |
502,279
shares
|
$9.71 Million
2.58% of portfolio
|
Q2 2025
New holding
|
|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
452,126
shares
|
$8.74 Million
5.11% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
379,411
shares
|
$7.33 Million
2.67% of portfolio
|
Q3 2025
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
378,409
shares
|
$7.31 Million
2.9% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
330,620
shares
|
$6.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
318,981
shares
|
$6.17 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
295,468
shares
|
$5.71 Million
1.38% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
266,826
shares
|
$5.16 Million
0.6% of portfolio
|
Q3 2025
Reduced 13.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
236,548
shares
|
$4.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 75.9%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
230,884
shares
|
$4.46 Million
0.59% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
210,632
shares
|
$4.07 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
205,151
shares
|
$3.97 Million
0.33% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
200,289
shares
|
$3.87 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
175,092
shares
|
$3.38 Million
1.08% of portfolio
|
Q2 2025
Added 93.57%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
158,785
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 77.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
157,151
shares
|
$3.04 Million
0.02% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
142,126
shares
|
$2.75 Million
0.07% of portfolio
|
Q2 2025
Added 84.68%
|