SS SPDR BB 1-10YR Tips ETFTIPXETF
13F holders, Q1 2026 (March 31)144holders +3
25new positions
20sold out
$19.35avg. 13F price*
At the end of Q1 2026, 144 institutions reported holding SS SPDR BB 1-10YR Tips ETF (TIPX) in their 13F filings, up 3 from Q4 2025. 25 opened new positions and 20 sold out. The largest holders were State Street Corp. ($1.0B), UBS Group AG ($279.1M) and UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($65.5M).
- Company
- SS SPDR BB 1-10YR Tips ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78468R861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $35.7M |
| Exits | 20 | $8.4M |
All 13F filers, Q4 2025 → Q1 2026: 20,688,460 shares bought and 4,071,699 shares sold, net +16,616,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| State Street Corp. | 0.04% | Reduce -4.6% | 53,134,133 | $1.0B |
| UBS Group AG | 0.05% | Add +9591.5% | 14,544,462 | $279.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1083.2% | 3,410,777 | $65.5M |
| LPL Financial LLC | 0.01% | Add +8.4% | 2,784,894 | $53.4M |
| St Germain D J Co. Inc. | 1.21% | Add +8.4% | 1,586,908 | $30.5M |
| Bank of America Corp. | 0.00% | Add +334.8% | 987,334 | $18.9M |
| Brio Consultants, LLC | 2.32% | Add +4.1% | 985,292 | $18.9M |
| Peak Retirement Planning, Inc. | 3.51% | New | 190,121 | $17.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.6% | 913,531 | $17.5M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +12.1% | 765,915 | $14.7M |
| Security National Bank | 1.81% | Add +2.4% | 648,656 | $12.4M |
| Treasure Coast Financial Planning | 5.25% | Reduce -5.7% | 531,767 | $10.2M |
| Morgan Stanley | 0.00% | Add +198.1% | 358,691 | $6.9M |
| Assetmark, Inc. | 0.01% | Reduce -1.1% | 328,181 | $6.3M |
| Aspire Private Capital, LLC | 1.39% | Add +2.4% | 321,985 | $6.2M |
| Continuum Advisory, LLC | 0.57% | Add +6.9% | 306,945 | $5.9M |
| Alesco Advisors, LLC, An ESL Co | 0.15% | Reduce -5.3% | 297,784 | $5.7M |
| Cerity Partners LLC | 0.01% | New | 266,932 | $5.1M |
| McIlrath & Eck, LLC | 0.35% | New | 240,061 | $4.6M |
| Pinnacle Wealth Planning Services, Inc. | 0.46% | Reduce -0.2% | 233,915 | $4.5M |
| Sonoma Allocations LLC | 1.33% | Reduce -14.7% | 200,784 | $3.9M |
| Sovran Advisors, LLC | 0.30% | Reduce -1.8% | 196,875 | $3.8M |
| Hibernia Wealth Partners, LLC | 1.04% | Add +3.1% | 182,867 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Add +1.3% | 174,104 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +6.8% | 167,820 | $3.2M |
| Cetera Investment Advisers | 0.00% | Add +9.0% | 166,047 | $3.2M |
| Foundations Investment Advisors, LLC | 0.04% | Add +34.8% | 162,973 | $3.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.6% | 142,185 | $2.7M |
| Mutual Advisors, LLC | 0.06% | Add +0.7% | 137,531 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Add +3.6% | 129,962 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.0% | 123,022 | $2.4M |
| Raleigh Capital Management Inc. | 0.80% | Add +4.5% | 121,399 | $2.3M |
| Chapman Financial Group, LLC | 1.64% | New | 119,686 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +2.8% | 119,181 | $2.3M |
| Intrua Financial, LLC | 0.24% | Reduce -3.1% | 117,131 | $2.2M |
| Lynx Investment Advisory | 1.06% | Add +95.0% | 115,990 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +19.3% | 108,599 | $2.1M |
| Henderson Brothers Financial Partners, LLC | 0.51% | — | 105,236 | $2.0M |
| Good Harbor Advisors, Inc. | 2.14% | No change | 101,987 | $2.0M |
| Financial & Tax Architects, LLC | 0.35% | Add +47.9% | 82,275 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 73,985 | $1.4M |
| McNamara Financial Services, Inc. | 0.27% | Add +5.8% | 73,944 | $1.4M |
| Landmark Wealth Management, Inc. | 0.53% | Reduce -0.0% | 73,755 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +21.9% | 74,117 | $1.4M |
| Partners Capital Investment Group, LLP | 0.05% | No change | 72,114 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +8.8% | 67,411 | $1.3M |
| Capital Investment Management, Inc. | 0.41% | Add +11.4% | 62,197 | $1.2M |
| Capital Wealth Management, LLC | 0.32% | Add +6.1% | 60,724 | $1.2M |
| Parallel Advisors, LLC | 0.02% | New | 58,132 | $1.1M |
| Nest Investments, LLC | 0.90% | Add +17.2% | 57,447 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +0.9% | 56,295 | $1.1M |
| Simplicity Wealth,LLC | 0.06% | Add +22.9% | 54,399 | $1.0M |
| Elevation Capital Advisory, LLC | 0.44% | New | 54,144 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +18.7% | 53,754 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +30.9% | 52,854 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Add +2.2% | 52,248 | $1.0M |
| Sharkey, Howes & Javer | 0.13% | Reduce -23.5% | 50,748 | $974K |
| Brookstone Capital Management | 0.01% | Reduce -13.5% | 47,538 | $912K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 45,310 | $869K |
| Breakwater Capital Group | 0.12% | Add +24.7% | 44,962 | $863K |
| Addison Capital Co | 0.15% | New | 43,565 | $836K |
| Sanctuary Advisors, LLC | 0.00% | Add +59.8% | 40,422 | $776K |
| Harbour Investments, Inc. | 0.01% | Add +22.0% | 38,894 | $746K |
| Axxcess Wealth Management, LLC | 0.02% | Add +4.7% | 36,491 | $700K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -96.0% | 34,289 | $658K |
| Comprehensive Money Management Services LLC | 0.41% | No change | 32,817 | $630K |
| Novus Advisors, LLC | 1.41% | Add +1.2% | 32,741 | $628K |
| MML Investors Services, LLC | 0.00% | Add +27.7% | 32,614 | $626K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -12.6% | 32,447 | $620K |
| Creative Financial Designs Inc. | 0.04% | Add +1.8% | 32,024 | $615K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +7.0% | 29,351 | $563K |
| 17 Capital Partners, LLC | 0.27% | New | 27,468 | $527K |
| Fifth Third Bancorp | 0.00% | New | 25,812 | $495K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.1% | 24,356 | $467K |
| RFG Advisory, LLC | 0.01% | Add +4.9% | 23,138 | $444K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -0.2% | 23,008 | $442K |
| Lockerman Financial Group, Inc. | 0.78% | Add +26.1% | 22,516 | $432K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +6.0% | 20,327 | $390K |
| Midwest Financial Network, LLC | 0.31% | Add +39.1% | 20,269 | $389K |
| Pallas Capital Advisors LLC | 0.01% | No change | 20,026 | $384K |
| Sigma Planning Corp | 0.01% | Add +4.5% | 19,733 | $379K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -1.0% | 19,193 | $368K |
| Balboa Wealth Partners | 0.06% | Reduce -0.9% | 19,123 | $367K |
| FSB Premier Wealth Management, Inc. | 0.11% | Add +5.7% | 17,954 | $345K |
| Private Advisor Group, LLC | 0.00% | Reduce -24.1% | 17,678 | $339K |
| Principal Securities, Inc. | 0.00% | New | 17,307 | $332K |
| Wbi Investments, LLC | 0.09% | Reduce -73.4% | 17,277 | $332K |
| Millington Securities, LLC | 0.09% | — | 17,277 | $332K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Add +5.2% | 16,608 | $319K |
| Legacy Wealth Partners, LLC | 0.08% | Add +7.8% | 16,445 | $316K |
| Argent Trust Co | 0.01% | Reduce -0.5% | 15,216 | $292K |
| AE Wealth Management LLC | 0.00% | Add +7.7% | 15,132 | $290K |
| Maridea Wealth Management LLC | 0.04% | Reduce -65.2% | 14,488 | $278K |
| Blodgett Wealth Advisors, LLC | 0.22% | No change | 14,144 | $271K |
| Sowell Financial Services LLC | 0.01% | Add +20.0% | 14,007 | $269K |
| Canandaigua National Corp. | 0.02% | — | 13,950 | $268K |
| RCW Management, LLC | 0.27% | No change | 13,798 | $265K |
| PCB Capital LLC | 0.42% | Add +7.4% | 13,751 | $264K |
| PFG Investments, LLC | 0.01% | Add +0.0% | 13,039 | $250K |
| Main Street Group, LTD | 0.08% | No change | 12,574 | $241K |
"% 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.