SS SPDR BB 1-10YR Tips ETFTIPXETF

13F holders, Q4 2025 (December 31)
141holders +7
19new positions
19sold out
$19.08avg. 13F price*

At the end of Q4 2025, 141 institutions reported holding SS SPDR BB 1-10YR Tips ETF (TIPX) in their 13F filings, up 7 from Q3 2025. 19 opened new positions and 19 sold out. The largest holders were State Street Corp. ($1.1B), LPL Financial LLC ($49.0M) and St Germain D J Co. Inc. ($27.9M).

Company
SS SPDR BB 1-10YR Tips ETF
Filed as
SPDR SERIES TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$12.5M
Exits19$21.2M

All 13F filers, Q3 2025 → Q4 2025: 4,061,025 shares bought and 1,604,067 shares sold, net +2,456,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 141 holders

State Street Corp. 0.04% Add +4.2% 55,696,115 $1.1B
LPL Financial LLC 0.01% Add +2.9% 2,569,385 $49.0M
St Germain D J Co. Inc. 1.08% Add +13.1% 1,464,107 $27.9M
Brio Consultants, LLC 2.35% Add +6.5% 946,670 $18.1M
Goldman Sachs Group Inc. 0.00% Add +16.1% 865,524 $16.5M
Envestnet Asset Management Inc. 0.00% Reduce -2.9% 727,265 $13.9M
Envestnet Portfolio Solutions, Inc. 0.05% Add +3.4% 683,430 $13.0M
Security National Bank 1.74% Add +3.5% 633,464 $12.1M
Treasure Coast Financial Planning 5.72% Add +6.1% 563,890 $10.8M
Assetmark, Inc. 0.01% Reduce -1.3% 331,994 $6.3M
Alesco Advisors, LLC, An ESL Co 0.16% Reduce -0.1% 314,434 $6.0M
Aspire Private Capital, LLC 1.33% Add +3.9% 314,398 $6.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 288,271 $5.5M
Continuum Advisory, LLC 0.55% Add +7.7% 287,237 $5.5M
Sonoma Allocations LLC 1.50% Reduce -38.0% 235,287 $4.5M
Austin Private Wealth, LLC 0.34% Add +14.3% 234,456 $4.5M
Pinnacle Wealth Planning Services, Inc. 0.47% Add +3.0% 234,285 $4.5M
Bank of America Corp. 0.00% Add +16.8% 227,077 $4.3M
Sovran Advisors, LLC 0.33% Reduce -1.0% 200,449 $3.8M
Hibernia Wealth Partners, LLC 1.02% Add +105.2% 177,310 $3.4M
NewEdge Advisors, LLC 0.01% Add +5.0% 171,921 $3.3M
Stifel Financial Corp. 0.00% Add +50.2% 157,064 $3.0M
Cetera Investment Advisers 0.00% Add +4.7% 152,343 $2.9M
UBS Group AG 0.00% Reduce -6.2% 150,075 $2.9M
Mutual Advisors, LLC 0.06% Reduce -3.6% 136,638 $2.6M
Rockefeller Capital Management L.P. 0.00% Add +625.2% 132,175 $2.5M
Park Avenue Securities LLC 0.02% Add +3.7% 125,491 $2.4M
Foundations Investment Advisors, LLC 0.03% Add +77.9% 120,907 $2.3M
Intrua Financial, LLC 0.25% Reduce -1.8% 120,891 $2.3M
Morgan Stanley 0.00% Reduce -13.9% 120,335 $2.3M
Raleigh Capital Management Inc. 0.80% Add +5.0% 116,170 $2.2M
HighTower Advisors, LLC 0.00% Add +28.3% 115,914 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.2% 113,932 $2.2M
Susquehanna International Group, LLP 0.00% Add +362.7% 106,812 $2.0M
Good Harbor Advisors, Inc. 2.26% — 101,987 $1.9M
Raymond James Financial Inc. 0.00% Add +24.8% 91,050 $1.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -11.2% 87,000 $1.7M
JPMorgan Chase & Co. 0.00% Add +2.5% 76,031 $1.5M
Landmark Wealth Management, Inc. 0.53% Add +31.7% 73,775 $1.4M
Partners Capital Investment Group, LLP 0.05% New 72,114 $1.4M
McNamara Financial Services, Inc. 0.25% Add +4.0% 69,923 $1.3M
Sharkey, Howes & Javer 0.16% Reduce -9.5% 66,349 $1.3M
Wbi Investments, LLC 0.32% Reduce -11.8% 64,855 $1.2M
Concurrent Investment Advisors, LLC 0.01% New 61,969 $1.2M
Equitable Holdings, Inc. 0.01% Reduce -11.1% 60,800 $1.2M
Lynx Investment Advisory 0.62% Reduce -2.5% 59,487 $1.1M
Jane Street Group, LLC 0.00% New 58,714 $1.1M
Capital Wealth Management, LLC 0.35% Add +26.6% 57,232 $1.1M
Capital Investment Management, Inc. 0.37% — 55,840 $1.1M
Truist Financial Corp. 0.00% Add +1.1% 55,781 $1.1M
Financial & Tax Architects, LLC 0.24% Add +24.4% 55,618 $1.1M
Brookstone Capital Management 0.01% Add +1.1% 54,962 $1.0M
CreativeOne Wealth, LLC 0.02% Add +23.9% 51,122 $975K
Tower Research Capital LLC (TRC) 0.02% New 49,325 $941K
Nest Investments, LLC 0.78% — 49,008 $935K
Kestra Advisory Services, LLC 0.00% Reduce -2.8% 45,282 $864K
Simplicity Wealth,LLC 0.05% Add +8.6% 44,260 $844K
Maridea Wealth Management LLC 0.12% Reduce -1.3% 41,570 $793K
Royal Bank of Canada 0.00% Add +26.6% 40,373 $770K
Farther Finance Advisors, LLC 0.01% Reduce -17.4% 37,125 $708K
Breakwater Capital Group 0.10% Add +2.0% 36,067 $688K
Axxcess Wealth Management, LLC 0.01% Add +3.3% 34,846 $665K
Comprehensive Money Management Services LLC 0.43% No change 32,817 $626K
Novus Advisors, LLC 1.38% Add +5.5% 32,353 $617K
Harbour Investments, Inc. 0.01% Add +10.9% 31,875 $608K
Osaic Holdings, Inc. 0.00% Reduce -66.0% 31,694 $605K
Creative Financial Designs Inc. 0.04% Add +7.5% 31,445 $600K
Redwood Financial Network Corp 0.38% Reduce -3.7% 30,904 $590K
Orion Porfolio Solutions, LLC 0.00% Add +9.5% 27,423 $523K
MML Investors Services, LLC 0.00% Add +75.5% 25,531 $487K
Sanctuary Advisors, LLC 0.00% Add +52.5% 25,290 $483K
Global Retirement Partners, LLC 0.01% Add +11.4% 23,880 $456K
Private Advisor Group, LLC 0.00% Reduce -8.0% 23,288 $444K
Signal Advisors Wealth, LLC 0.04% Add +2.4% 23,061 $440K
RFG Advisory, LLC 0.01% Reduce -0.2% 22,060 $421K
Old Mission Capital LLC 0.02% New 21,573 $412K
Comerica Bank 0.00% Reduce -3.2% 21,096 $403K
Modern Wealth Management, LLC 0.01% No change 20,572 $393K
Pallas Capital Advisors LLC 0.01% No change 20,026 $382K
Lifeworks Advisors, LLC 0.05% Reduce -3.0% 19,382 $370K
Merit Financial Group, LLC 0.00% Reduce -56.4% 19,305 $368K
Balboa Wealth Partners 0.06% Add +2.9% 19,297 $368K
Stratos Wealth Partners, LTD. 0.00% Reduce -44.1% 19,185 $366K
Sigma Planning Corp 0.01% Add +10.0% 18,886 $360K
Lockerman Financial Group, Inc. 0.65% Add +4.1% 17,850 $341K
FSB Premier Wealth Management, Inc. 0.10% Add +1.4% 16,982 $324K
Hyundai Investments Co., Ltd. 0.30% New 16,384 $313K
Valtinson Bruner Financial Planning LLC 0.09% New 15,793 $301K
GTS Securities LLC 0.01% New 15,383 $294K
Argent Trust Co 0.01% Reduce -4.4% 15,297 $292K
Legacy Wealth Partners, LLC 0.08% — 15,253 $291K
Midwest Financial Network, LLC 0.21% New 14,566 $278K
Blodgett Wealth Advisors, LLC 0.19% Reduce -11.7% 14,144 $270K
AE Wealth Management LLC 0.00% Add +9.2% 14,047 $268K
Canandaigua National Bank & Trust Co. 0.02% No change 13,950 $266K
RCW Management, LLC 0.27% — 13,798 $263K
PFG Investments, LLC 0.01% New 13,035 $249K
PCB Capital LLC 0.39% — 12,802 $244K
Accelerate Investment Advisors LLC 0.16% Reduce -1.3% 12,732 $243K
Main Street Group, LTD 0.08% No change 12,574 $240K

"% 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 141 holders