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

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions25$35.7M
Exits20$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
Regal Investment Advisors LLC 0.01% New 12,240 $235K
True Vision MN LLC 0.12% Add +19.9% 12,212 $234K
Modern Wealth Management, LLC 0.00% Reduce -41.0% 12,131 $232K
Accelerate Investment Advisors LLC 0.15% Reduce -5.8% 11,995 $230K
Atria Investments, Inc 0.00% New 11,769 $226K
Hyundai Investments Co., Ltd. 0.25% Reduce -28.7% 11,679 $224K
PMG Wealth Management, Inc. 0.14% Reduce -16.3% 10,426 $199K
Scotia Capital Inc. 0.00% No change 10,000 $192K
Paladin Advisory Group, LLC 0.12% No change 8,386 $161K
Citigroup Inc. 0.00% Add +13.1% 8,038 $154K
Richardson Financial Services Inc. 0.09% Reduce -7.7% 7,442 $143K
Jones Financial Companies LLLP 0.00% Add +177.1% 7,339 $140K
Wells Fargo & Company 0.00% Reduce -2.1% 5,177 $99K
Mather Group, Llc. 0.00% New 4,777 $92K
Northwestern Mutual Wealth Management Co. 0.00% New 3,917 $75K
Capital Analysts, LLC 0.00% Reduce -3.5% 3,831 $74K
IFP Advisors, Inc 0.00% Reduce -6.0% 3,368 $65K
FMR LLC 0.00% Reduce -43.6% 3,149 $60K
Turtle Creek Wealth Advisors, LLC 0.00% New 2,750 $53K
Cwm, LLC 0.00% Add +22.1% 2,671 $51K
Qube Research & Technologies Ltd 0.00% Add +5.7% 2,545 $49K
Advisory Services Network, LLC 0.00% New 2,023 $39K
Geneos Wealth Management Inc. 0.00% New 1,829 $35K
Triumph Capital Management 0.01% Add +10.1% 1,536 $29K
TD Waterhouse Canada Inc. 0.00% Add +0.5% 1,489 $28K
Allworth Financial LP 0.00% No change 1,004 $19K
Brown, Lisle/Cummings, Inc. 0.00% New 964 $18K
Smartleaf Asset Management LLC 0.00% Add +50.5% 918 $18K
Root Financial Partners, LLC 0.00% New 780 $15K
Strategic Wealth Partners, Ltd. 0.00% Reduce -0.3% 667 $13K
Clearstead Advisors, LLC 0.00% New 534 $10K
Bank of Montreal 0.00% New 508 $10K
Simplex Trading, LLC 0.00% Reduce -40.7% 476 $9K
Lanark Financial, Inc. 0.00% No change 380 $7K
Private Trust Co. NA 0.00% Add +6.2% 359 $7K
Aptus Capital Advisors, LLC 0.00% No change 355 $7K
PNC Financial Services Group, Inc. 0.00% Reduce -95.0% 293 $6K
Rossby Financial, LCC 0.00% No change 129 $2K
Covestor Ltd 0.00% Add +92.9% 108 $2K
CoreCap Advisors, LLC 0.00% No change 95 $2K
Nova Wealth Management, Inc. 0.00% New 91 $2K
Richard W. Paul & Associates, LLC 0.00% Reduce -3.0% 64 $1K
Merkkuri Wealth Advisors LLC 0.00% New 62 $1K
Signature Equity Partners, LLC 0.00% New 13 $249

"% 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.