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

050100150200 Q1 2024: 143Q1 2024Q2 2024: 134Q2 2024Q3 2024: 123Q3 2024Q4 2024: 126Q4 2024Q1 2025: 135Q1 2025Q2 2025: 132Q2 2025Q3 2025: 134Q3 2025Q4 2025: 141Q4 2025Q1 2026: 144Q1 2026Q2 2026: 151Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions22$22.2M
Exits14$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
GTS Securities LLC 0.01% Reduce -19.2% 10,105 $194K
Paladin Advisory Group, LLC 0.13% No change 8,386 $161K
Allworth Financial LP 0.00% Reduce -20.2% 7,390 $141K
PNC Financial Services Group, Inc. 0.00% No change 6,357 $122K
Global Financial Private Client, LLC 0.04% No change 5,879 $113K
IFP Advisors, Inc 0.00% Add +59.9% 5,730 $110K
Citigroup Inc. 0.00% Reduce -10.2% 5,133 $98K
Running Point Capital Advisors, LLC 0.03% Add +5.5% 5,046 $97K
Capital Analysts, LLC 0.00% Add +6.8% 3,518 $68K
Wells Fargo & Company 0.00% Add +259.8% 3,454 $66K
Golden State Wealth Management, LLC 0.01% Add +0.1% 1,776 $34K
Cwm, LLC 0.00% Add +0.1% 1,784 $34K
Montag A & Associates Inc. 0.00% New 1,748 $34K
Qube Research & Technologies Ltd 0.00% New 1,612 $31K
Parallel Advisors, LLC 0.00% Add +0.1% 1,606 $31K
Jones Financial Companies LLLP 0.00% Add +12.9% 1,556 $30K
TD Waterhouse Canada Inc. 0.00% Reduce -0.2% 1,419 $27K
Principal Securities, Inc. 0.00% No change 1,312 $24K
Arax Advisory Partners 0.00% New 1,053 $20K
Game Plan Financial Advisors, LLC 0.01% No change 750 $14K
NorthRock Partners, LLC 0.00% New 659 $13K
Smartleaf Asset Management LLC 0.00% Add +121.8% 570 $11K
Lanark Financial, Inc. 0.00% — 380 $7K
Aptus Capital Advisors, LLC 0.00% No change 355 $7K
Private Trust Co. NA 0.00% New 324 $6K
Tidemark, LLC 0.00% Reduce -94.1% 236 $5K
Realta Investment Advisors 0.00% New 226 $4K
Rossby Financial, LCC 0.00% New 141 $3K
Global Wealth Strategies & Associates 0.00% New 98 $2K
Transce3nd, LLC 0.00% Reduce -76.2% 92 $2K
Blair William & Co. 0.00% No change 90 $2K
Safe Harbor Fiduciary, LLC 0.00% Reduce -1.1% 89 $2K
Richard W. Paul & Associates, LLC 0.00% Add +16.1% 65 $1K
BNP Paribas Financial Markets 0.00% Add +2800.0% 58 $1K
Covestor Ltd 0.00% Reduce -28.6% 20 $0

"% 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.