SS SPDR BB 1-10YR Tips ETFTIPXETF
13F holders, Q1 2025 (March 31)135holders +9
22new positions
14sold out
1famous investor
$19.19avg. 13F price*
At the end of Q1 2025, 135 institutions reported holding SS SPDR BB 1-10YR Tips ETF (TIPX) in their 13F filings, up 9 from Q4 2024. 22 opened new positions and 14 sold out. The largest holders were State Street Corp. ($940.7M), LPL Financial LLC ($44.4M) and St Germain D J Co. Inc. ($22.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR BB 1-10YR Tips ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78468R861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $22.2M |
| Exits | 14 | $2.7M |
All 13F filers, Q4 2024 → Q1 2025: 3,112,744 shares bought and 1,463,570 shares sold, net +1,649,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| State Street Corp. | 0.04% | Reduce -2.0% | 49,022,565 | $940.7M |
| LPL Financial LLC | 0.02% | Reduce -3.1% | 2,312,072 | $44.4M |
| St Germain D J Co. Inc. | 1.05% | Add +12.9% | 1,158,911 | $22.2M |
| Bank of America Corp. | 0.00% | Add +3.4% | 981,338 | $18.8M |
| Brio Consultants, LLC | 2.52% | Add +1.6% | 835,470 | $16.0M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +35.9% | 758,455 | $14.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.7% | 731,682 | $14.0M |
| UBS Group AG | 0.00% | Add +1711.3% | 703,994 | $13.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 669,196 | $12.8M |
| Security National Bank | 2.28% | Add +0.8% | 629,650 | $12.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +3.5% | 593,754 | $11.4M |
| Treasure Coast Financial Planning | 5.19% | Add +15.8% | 436,094 | $8.4M |
| Fermata Advisors, LLC | 1.19% | New | 342,039 | $6.6M |
| Assetmark, Inc. | 0.02% | Reduce -6.7% | 333,249 | $6.4M |
| Alesco Advisors, LLC, An ESL Co | 0.19% | Add +2.5% | 322,393 | $6.2M |
| Elevation Capital Advisory, LLC | 2.60% | New | 310,534 | $6.0M |
| GeoWealth Management, LLC | 0.23% | Add +434.4% | 300,215 | $5.8M |
| Aspire Private Capital, LLC | 1.37% | Add +1.1% | 287,760 | $5.5M |
| Continuum Advisory, LLC | 0.71% | Add +0.7% | 286,185 | $5.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.65% | Add +5.1% | 225,218 | $4.3M |
| Sovran Advisors, LLC | 0.51% | Add +0.4% | 208,442 | $4.0M |
| NewEdge Advisors, LLC | 0.02% | Add +13.4% | 151,245 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -19.6% | 132,086 | $2.5M |
| Park Avenue Securities LLC | 0.03% | Reduce -0.3% | 127,843 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +27.9% | 119,202 | $2.3M |
| Silver Oak Securities, Incorporated | 0.21% | New | 117,184 | $2.2M |
| Austin Private Wealth, LLC | 0.19% | Add +419.1% | 111,104 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.0% | 108,646 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +28.9% | 98,000 | $1.9M |
| Raleigh Capital Management Inc. | 0.84% | Reduce -3.3% | 96,645 | $1.9M |
| Hibernia Wealth Partners, LLC | 1.23% | Reduce -13.5% | 90,452 | $1.7M |
| Sharkey, Howes & Javer | 0.23% | Reduce -9.9% | 85,601 | $1.6M |
| Wbi Investments, LLC | 0.43% | New | 84,396 | $1.6M |
| Citadel Advisors | 0.00% | Add +278.1% | 80,134 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.8% | 78,264 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Reduce -0.8% | 76,957 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +13.7% | 74,636 | $1.4M |
| Foundations Investment Advisors, LLC | 0.03% | Add +367.9% | 72,096 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.7% | 70,389 | $1.4M |
| FMR LLC | 0.00% | Add +97.0% | 66,501 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -15.1% | 66,265 | $1.3M |
| McNamara Financial Services, Inc. | 0.26% | Add +11.6% | 63,908 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +11.7% | 63,873 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +75.8% | 56,750 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 56,452 | $1.1M |
| Signal Advisors Wealth, LLC | 0.10% | Add +48.5% | 53,574 | $1.0M |
| Optima Capital LLC | 0.61% | New | 49,990 | $959K |
| Truist Financial Corp. | 0.00% | Reduce -1.1% | 49,568 | $951K |
| Henderson Brothers Financial Partners, LLC | 0.47% | — | 49,171 | $938K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -12.8% | 47,663 | $915K |
| Capital Wealth Management, LLC | 0.38% | Reduce -0.3% | 47,412 | $910K |
| Lynx Investment Advisory | 0.58% | Add +11.3% | 45,553 | $874K |
| Landmark Wealth Management, Inc. | 0.41% | Reduce -9.1% | 44,693 | $858K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -7.0% | 44,121 | $847K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.3% | 41,725 | $801K |
| Equitable Holdings, Inc. | 0.01% | New | 38,895 | $746K |
| Maridea Wealth Management LLC | 0.23% | New | 36,968 | $709K |
| 17 Capital Partners, LLC | 0.45% | Add +20.8% | 36,496 | $700K |
| CreativeOne Wealth, LLC | 0.02% | Add +15.0% | 36,275 | $696K |
| Comprehensive Money Management Services LLC | 0.56% | Reduce -12.8% | 35,937 | $690K |
| Napa Wealth Management | 0.38% | Add +12.0% | 34,795 | $668K |
| Redwood Financial Network Corp | 0.50% | Reduce -1.3% | 33,888 | $650K |
| Sheets Smith Wealth Management | 0.08% | No change | 31,687 | $608K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.3% | 31,559 | $606K |
| Novus Advisors, LLC | 0.60% | Reduce -1.6% | 30,996 | $595K |
| Retireful, LLC | 0.52% | New | 28,957 | $555K |
| Stifel Financial Corp. | 0.00% | Add +29.8% | 28,147 | $540K |
| Valmark Advisers, Inc. | 0.01% | Reduce -3.2% | 26,961 | $517K |
| Royal Bank of Canada | 0.00% | Reduce -70.8% | 26,238 | $504K |
| Merit Financial Group, LLC | 0.01% | Add +39.6% | 25,110 | $482K |
| Comerica Bank | 0.00% | Add +9078.1% | 24,689 | $474K |
| Pallas Capital Advisors LLC | 0.02% | No change | 23,424 | $450K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.7% | 22,038 | $423K |
| RFG Advisory, LLC | 0.01% | Reduce -0.4% | 22,037 | $423K |
| Simplicity Wealth,LLC | 0.03% | New | 21,989 | $422K |
| Revisor Wealth Management LLC | 0.18% | New | 21,643 | $415K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -10.8% | 20,189 | $387K |
| PMG Wealth Management, Inc. | 0.38% | Reduce -2.0% | 18,783 | $359K |
| Balboa Wealth Partners | 0.08% | Reduce -3.2% | 17,650 | $339K |
| FSB Premier Wealth Management, Inc. | 0.13% | Reduce -13.3% | 17,434 | $335K |
| Argent Trust Co | 0.01% | Reduce -3.7% | 16,554 | $318K |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.3% | 16,270 | $312K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +10.8% | 16,216 | $311K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +10.8% | 16,216 | $311K |
| Blodgett Wealth Advisors, LLC | 0.27% | No change | 16,210 | $311K |
| Lockerman Financial Group, Inc. | 0.45% | New | 15,668 | $301K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.8% | 15,238 | $292K |
| Breakwater Capital Group | 0.05% | New | 15,061 | $289K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 13,950 | $268K |
| AE Wealth Management LLC | 0.00% | Add +8.1% | 13,501 | $259K |
| Accelerate Investment Advisors LLC | 0.21% | Reduce -0.3% | 13,189 | $253K |
| Mariner, LLC | 0.00% | Reduce -45.2% | 12,926 | $248K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.0% | 12,915 | $248K |
| Main Street Group, LTD | 0.11% | No change | 12,574 | $241K |
| Foguth Wealth Management, LLC. | 0.05% | Reduce -9.1% | 11,362 | $218K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.0% | 11,080 | $213K |
| Richardson Financial Services Inc. | 0.16% | Reduce -5.5% | 10,828 | $208K |
| Sowell Financial Services LLC | 0.01% | New | 10,604 | $203K |
| Creative Financial Designs Inc. | 0.02% | Add +927.9% | 10,495 | $201K |
| Western Wealth Management, LLC | 0.01% | Add +0.0% | 10,156 | $195K |
"% of holder's portfolio" is TIPX's weight in each manager's 13F, not the share of SS SPDR BB 1-10YR Tips ETF the manager owns.