SS SPDR BB 1-10YR Tips ETFTIPXETF

13F holders, Q2 2025 (June 30)
132holders −3
13new positions
16sold out
$19.14avg. 13F price*

At the end of Q2 2025, 132 institutions reported holding SS SPDR BB 1-10YR Tips ETF (TIPX) in their 13F filings, down 3 from Q1 2025. 13 opened new positions and 16 sold out. The largest holders were State Street Corp. ($994.4M), LPL Financial LLC ($45.1M) and St Germain D J Co. Inc. ($23.5M).

Company
SS SPDR BB 1-10YR Tips ETF
Filed as
SPDR SERIES TRUST (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$17.0M
Exits16$8.4M

All 13F filers, Q1 2025 → Q2 2025: 4,756,136 shares bought and 2,989,230 shares sold, net +1,766,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 132 holders

State Street Corp. 0.04% Add +6.0% 51,951,485 $994.4M
LPL Financial LLC 0.02% Add +2.0% 2,358,568 $45.1M
St Germain D J Co. Inc. 1.02% Add +6.2% 1,230,322 $23.5M
Brio Consultants, LLC 2.42% Add +3.5% 864,922 $16.6M
Goldman Sachs Group Inc. 0.00% Add +1.9% 745,340 $14.3M
Envestnet Asset Management Inc. 0.00% Add +3.7% 693,995 $13.3M
Envestnet Portfolio Solutions, Inc. 0.04% Add +7.3% 637,279 $12.2M
Security National Bank 1.99% Reduce -4.6% 600,823 $11.5M
AllGen Financial Advisors, Inc. 2.58% New 502,279 $9.6M
Treasure Coast Financial Planning 5.04% Add +3.7% 452,126 $8.7M
Elevation Capital Advisory, LLC 2.90% Add +21.9% 378,409 $7.2M
Assetmark, Inc. 0.01% Reduce -0.8% 330,620 $6.3M
Alesco Advisors, LLC, An ESL Co 0.18% Reduce -1.1% 318,981 $6.1M
Continuum Advisory, LLC 0.71% Add +7.6% 307,908 $5.9M
Aspire Private Capital, LLC 1.31% Add +2.7% 295,468 $5.7M
Bank of America Corp. 0.00% Reduce -75.9% 236,548 $4.5M
Pinnacle Wealth Planning Services, Inc. 0.58% Add +2.5% 230,884 $4.4M
Efficient Advisors, LLC 0.24% New 210,632 $4.0M
Sovran Advisors, LLC 0.40% Reduce -3.9% 200,289 $3.8M
Austin Private Wealth, LLC 0.29% Add +70.1% 188,963 $3.6M
Hibernia Wealth Partners, LLC 1.22% Add +93.6% 175,092 $3.4M
UBS Group AG 0.00% Reduce -77.5% 158,785 $3.0M
NewEdge Advisors, LLC 0.02% Add +3.9% 157,151 $3.0M
Mutual Advisors, LLC 0.07% Add +84.7% 142,126 $2.7M
GeoWealth Management, LLC 0.10% Reduce -54.9% 135,340 $2.6M
Stratos Wealth Partners, LTD. 0.03% Reduce -82.5% 132,833 $2.5M
Morgan Stanley 0.00% Reduce -1.5% 130,121 $2.5M
Cetera Investment Advisers 0.00% Add +6.3% 126,654 $2.4M
Park Avenue Securities LLC 0.02% Reduce -4.1% 122,594 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.8% 109,463 $2.1M
Raleigh Capital Management Inc. 0.83% Add +7.0% 103,433 $2.0M
Stifel Financial Corp. 0.00% Add +251.3% 98,882 $1.9M
Manufacturers Life Insurance Company, The 0.00% No change 98,000 $1.9M
Integrity Alliance, Llc. 0.10% New 93,772 $1.8M
Raymond James Financial Inc. 0.00% Add +6.7% 83,507 $1.6M
Osaic Holdings, Inc. 0.00% Add +407.3% 82,534 $1.6M
Wbi Investments, LLC 0.39% Reduce -6.6% 78,813 $1.5M
Sharkey, Howes & Javer 0.20% Reduce -9.4% 77,539 $1.5M
HighTower Advisors, LLC 0.00% Add +10.1% 77,465 $1.5M
JPMorgan Chase & Co. 0.00% Add +0.2% 74,798 $1.4M
Equitable Holdings, Inc. 0.01% Add +91.6% 74,525 $1.4M
Simplicity Wealth,LLC 0.05% Add +209.4% 68,046 $1.3M
FMR LLC 0.00% Add +1.5% 67,495 $1.3M
Optima Capital LLC 0.69% Add +34.5% 67,240 $1.3M
McNamara Financial Services, Inc. 0.24% Add +0.8% 64,444 $1.2M
Foundations Investment Advisors, LLC 0.02% Reduce -15.4% 60,993 $1.2M
Farther Finance Advisors, LLC 0.02% Reduce -8.8% 60,409 $1.2M
Brookstone Capital Management 0.01% Add +0.7% 57,134 $1.1M
Truist Financial Corp. 0.00% Add +4.8% 51,969 $995K
Landmark Wealth Management, Inc. 0.41% Add +13.0% 50,504 $967K
Lynx Investment Advisory 0.60% Add +4.8% 47,728 $914K
Fermata Advisors, LLC 0.24% Reduce -86.2% 47,164 $903K
Beacon Pointe Advisors, LLC 0.01% Reduce -6.6% 44,537 $852K
Axxcess Wealth Management, LLC 0.02% Reduce -0.3% 43,970 $842K
Capital Wealth Management, LLC 0.31% Reduce -8.6% 43,360 $830K
Kestra Advisory Services, LLC 0.00% Add +0.7% 41,999 $804K
Merit Financial Group, LLC 0.01% Add +62.8% 40,878 $782K
CreativeOne Wealth, LLC 0.02% Add +9.2% 39,604 $758K
Maridea Wealth Management LLC 0.18% Add +0.3% 37,067 $709K
Redwood Financial Network Corp 0.44% Reduce -0.2% 33,824 $647K
Comprehensive Money Management Services LLC 0.48% Reduce -8.2% 32,987 $631K
Susquehanna International Group, LLP 0.00% Reduce -42.4% 32,491 $622K
Signal Advisors Wealth, LLC 0.05% Reduce -41.8% 31,169 $597K
Novus Advisors, LLC 0.86% Reduce -4.6% 29,569 $566K
Breakwater Capital Group 0.09% Add +80.9% 27,242 $521K
Royal Bank of Canada 0.00% Reduce -0.5% 26,116 $500K
Orion Porfolio Solutions, LLC 0.00% Add +54.6% 25,066 $480K
Harbour Investments, Inc. 0.01% Add +12.9% 24,886 $476K
Valmark Advisers, Inc. 0.01% Reduce -11.5% 23,870 $457K
Comerica Bank 0.00% Reduce -4.0% 23,708 $454K
RFG Advisory, LLC 0.01% Add +4.8% 23,101 $442K
Wells Fargo & Company 0.00% Add +529.9% 21,755 $416K
Private Advisor Group, LLC 0.00% Reduce -31.1% 21,743 $416K
Modern Wealth Management, LLC 0.01% New 20,572 $394K
Lifeworks Advisors, LLC 0.06% Reduce -0.3% 20,120 $385K
Pallas Capital Advisors LLC 0.01% Reduce -14.5% 20,026 $383K
Global Retirement Partners, LLC 0.01% — 19,402 $371K
Revisor Wealth Management LLC 0.13% Reduce -12.7% 18,887 $360K
Balboa Wealth Partners 0.07% Add +4.8% 18,503 $354K
Detalus Advisors, LLC 0.10% New 17,912 $343K
Creative Financial Designs Inc. 0.02% Add +69.1% 17,747 $340K
FSB Premier Wealth Management, Inc. 0.12% Reduce -0.3% 17,376 $333K
Lockerman Financial Group, Inc. 0.44% Add +8.5% 16,999 $325K
Argent Trust Co 0.01% Reduce -2.1% 16,203 $310K
Blodgett Wealth Advisors, LLC 0.24% Reduce -1.2% 16,022 $307K
Canandaigua National Bank & Trust Co. 0.02% No change 13,950 $267K
Sanctuary Advisors, LLC 0.00% Add +6.6% 13,768 $264K
AE Wealth Management LLC 0.00% Add +1.9% 13,759 $263K
PMG Wealth Management, Inc. 0.21% Reduce -29.6% 13,227 $252K
Accelerate Investment Advisors LLC 0.19% Reduce -1.2% 13,030 $249K
Main Street Group, LTD 0.09% No change 12,574 $241K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -17.4% 12,592 $240K
Sigma Planning Corp 0.01% New 11,497 $220K
Flow Traders U.S. LLC 0.01% New 10,976 $210K
Western Wealth Management, LLC 0.01% Add +7.5% 10,922 $209K
Sowell Financial Services LLC 0.01% Add +2.3% 10,843 $208K
Commonwealth Equity Services, LLC 0.00% Reduce -2.5% 10,799 $207K
Iams Wealth Management, LLC 0.09% New 10,450 $200K
PNC Financial Services Group, Inc. 0.00% Add +62.9% 10,357 $198K
Avantax Advisory Services, Inc. 0.00% New 10,308 $197K

"% 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.

Show all 132 holders