Vault-13

SPDR SER TR SPIP

PORTFLI TIPS ETF · ETP · CUSIP 78464A656

216 institutional holders -5 vs Q1 2025
26,042,94526.0m shares reported held*
$678.6mreported value*
17 new 70 added 79 reduced 25 sold out net bought ≈ $58.5m (+2.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.06. Options: 1 managers hold calls ($325.8k notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 273Q4 22: 271Q1 23: 246Q2 23: 240Q3 23: 247Q4 23: 250Q1 24: 238Q2 24: 228Q3 24: 212Q4 24: 223Q1 25: 221Q2 25: 216216Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022273
Q4 2022271
Q1 2023246
Q2 2023240
Q3 2023247
Q4 2023250
Q1 2024238
Q2 2024228
Q3 2024212
Q4 2024223
Q1 2025221
Q2 2025216

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 93 bought or addedQ3 23: 128 cut or sold outQ4 23: 88 bought or addedQ4 23: 140 cut or sold outQ4 23Q1 24: 81 bought or addedQ1 24: 134 cut or sold outQ2 24: 88 bought or addedQ2 24: 128 cut or sold outQ2 24Q3 24: 56 bought or addedQ3 24: 139 cut or sold outQ4 24: 77 bought or addedQ4 24: 100 cut or sold outQ4 24Q1 25: 74 bought or addedQ1 25: 109 cut or sold outQ2 25: 87 bought or addedQ2 25: 104 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202393128
Q4 202388140
Q1 202481134
Q2 202488128
Q3 202456139
Q4 202477100
Q1 202574109
Q2 202587104

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ3 24 calls: $678.0kQ3 24 puts: $210.2kQ3 24P/C 0.31Q4 24 calls: $298.7kQ4 24 puts: $202.5kQ4 24P/C 0.68Q1 25 calls: $403.6kQ1 25 puts: $224.2kQ1 25P/C 0.56Q2 25 calls: $325.8kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$678.0k$210.2k0.31
Q4 2024$298.7k$202.5k0.68
Q1 2025$403.6k$224.2k0.56
Q2 2025$325.8k$00.00

Biggest buyers

STATE STREET CORP Added +2,022,696+2.0m
CWM, LLC Added +290,396+290.4k
CITADEL ADVISORS LLC Added +282,710+282.7k
Stratos Wealth Partners, LTD. New +154,230+154.2k
Cannon Financial Strategists, Inc. Added +88,481+88.5k
Cetera Investment Advisers Added +87,247+87.2k
WELLS FARGO & COMPANY/MN Added +82,458+82.5k
ENVESTNET ASSET MANAGEMENT INC Added +77,423+77.4k
ROYAL BANK OF CANADA Added +58,510+58.5k
MORGAN STANLEY Added +47,872+47.9k

Biggest sellers

ACT Advisors, LLC. Sold out -288,973-289.0k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -112,615-112.6k
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. Reduced -103,242-103.2k
3EDGE Asset Management, LP Reduced -100,557-100.6k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -80,628-80.6k
Geneos Wealth Management Inc. Reduced -74,406-74.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -59,743-59.7k
EHRLICH FINANCIAL GROUP Sold out -49,692-49.7k
Janney Montgomery Scott LLC Reduced -42,651-42.7k
Cerity Partners LLC Reduced -32,048-32.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $325.8k12.5k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 3,783,7993.8m $98.6m $98.6m 0.00% Added +2.0m +2,022,696
2 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 3,209,0593.2m $83.6m $83.6m 0.01% Reduced -112.6k -112,615
3 CWM, LLC 0.28% of their portfolio OMAHA, NE 3,028,4053.0m $78.9m $78.9m 0.28% Added +290.4k +290,396
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,404,1121.4m $36.6m $36.6m 0.01% Added +31.5k +31,467
5 3EDGE Asset Management, LP 2.07% of their portfolio Naples, FL 1,278,4931.3m $33.2m $33.2m 2.07% Reduced -100.6k -100,557
6 Pure Financial Advisors, LLC 0.49% of their portfolio SAN DIEGO, CA 1,077,6451.1m $28.1m $28.1m 0.49% Reduced -23.4k -23,382
7 Cannon Financial Strategists, Inc. 3.72% of their portfolio ATHENS, GA 903,222903.2k $23.5m $23.5m 3.72% Added +88.5k +88,481
8 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 867,475867.5k $22.6m $22.6m 0.04% Reduced -32.0k -32,048
9 Stadion Money Management, LLC 1.45% of their portfolio WATKINSVILLE, GA 679,548679.5k $17.6m $17.6m 1.45% Reduced -29.9k -29,927
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 666,538666.5k $17.4m $17.4m 0.00% Reduced -15.0k -14,990
11 Hughes Financial Services, LLC 2.83% of their portfolio HERNDON, VA 630,836630.8k $16.5m $16.5m 2.83% Added +36.3k +36,255
12 Willow Creek Wealth Management Inc. 1.43% of their portfolio Sebastopol, CA 609,523609.5k $15.9m $15.9m 1.43% Added +6.2k +6,155
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 593,357593.4k $15.5m $15.5m 0.00% Added +47.9k +47,872
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 426,472426.5k $11.1m $11.1m 0.00% Added +77.4k +77,423
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 361,817361.8k $9.4m $9.4m 0.00% Added +82.5k +82,458
16 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 313,481313.5k $8.2m $8.2m 0.01% Added +282.7k +282,710
17 ERn Financial, LLC 1.44% of their portfolio MIDDLETON, WI 261,195261.2k $6.8m $6.8m 1.44% Added +26.1k +26,097
18 TIAA TRUST, NATIONAL ASSOCIATION 0.02% of their portfolio CHARLOTTE, NC 251,083251.1k $6.5m $6.5m 0.02% Reduced -26.7k -26,682
19 Aquire Wealth Advisors, LLC 1.74% of their portfolio Salt Lake City, UT 248,705248.7k $6.5m $6.5m 1.74% Added +35.1k +35,142
20 GREAT VALLEY ADVISOR GROUP, INC. 0.13% of their portfolio WILMINGTON, DE 218,859218.9k $5.7m $5.7m 0.13% Reduced -80.6k -80,628
21 WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 0.93% of their portfolio GLASTONBURY, CT 193,169193.2k $5.0m $5.0m 0.93% Reduced -103.2k -103,242
22 IFG Advisory, LLC 0.22% of their portfolio ATLANTA, GA 171,831171.8k $4.5m $4.5m 0.22% Added +10.5k +10,508
23 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 166,920166.9k $4.3m $4.3m 0.01% Added +87.2k +87,247
24 SeaBridge Investment Advisors LLC 0.78% of their portfolio SUMMIT, NJ 161,586161.6k $4.2m $4.2m 0.78% Added +37.1k +37,057
25 Stratos Wealth Partners, LTD. 0.05% of their portfolio BEACHWOOD, OH 154,230154.2k $4.0m $4.0m 0.05% New
26 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 153,522153.5k $4.0m $4.0m 0.00% Reduced -11.3k -11,269
27 FULTON BREAKEFIELD BROENNIMAN LLC 0.26% of their portfolio Bethesda, MD 145,800145.8k $3.8m $3.8m 0.26% Added +1.8k +1,832
28 Verde Capital Management 0.79% of their portfolio CLARKSTON, MI 122,507122.5k $3.2m $3.2m 0.79% Added +15.2k +15,183
29 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 122,445122.4k $3.2m $3.2m 0.02% Added +4.0k +3,966
30 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 120,175120.2k $3.1m $3.1m 0.01% Reduced -3.3k -3,333
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 118,842118.8k $3.1m $3.1m 0.00% Reduced -6.3k -6,335
32 Garde Capital, Inc. 0.16% of their portfolio SEATTLE, WA 115,206115.2k $3.0m $3.0m 0.16% Added +1.9k +1,947
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 112,286112.3k $2.9m $2.9m 0.00% Added +58.5k +58,510
34 Greenline Partners, LLC 0.38% of their portfolio NEW YORK, NY 109,394109.4k $2.9m $2.9m 0.38% Reduced -6.1k -6,114
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 101,683101.7k $2.6m $2.6m 0.00% Reduced -14.1k -14,103
36 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 99,67399.7k $2.6m $2.6m 0.00% Added +34.6k +34,573
37 Wealthcare Advisory Partners LLC 0.06% of their portfolio WEST CHESTER, PA 99,35199.4k $2.6m $2.6m 0.06% Reduced -119 -119
38 Integrity Wealth Solutions LLC 1.24% of their portfolio DENVER, CO 97,44697.4k $2.5m $2.5m 1.24% Added +359 +359
39 Note Advisors, LLC 1.74% of their portfolio BUFFALO, NY 96,57396.6k $2.5m $2.5m 1.74% Added +3.4k +3,368
40 CAPE COD FIVE CENTS SAVINGS BANK 0.21% of their portfolio HYANNIS, MA 87,42387.4k $2.3m $2.3m 0.21% Unchanged
41 Allen Capital Group, LLC 0.24% of their portfolio GRAND ISLAND, NE 87,07487.1k $2.3m $2.3m 0.24% Added +43 +43
42 FLOW TRADERS U.S. LLC 0.08% of their portfolio NEW YORK, NY 86,58786.6k $2.3m $2.3m 0.08% Added +8.7k +8,672
43 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.16% of their portfolio FORT WAYNE, IN 84,48184.5k $2.2m $2.2m 0.16% Reduced -8.2k -8,239
44 ST GERMAIN D J CO INC 0.09% of their portfolio SPRINGFIELD, MA 79,23579.2k $2.1m $2.1m 0.09% Reduced -1.7k -1,747
45 Rinkey Investments 0.60% of their portfolio San Diego, CA 77,01177.0k $2.0m $2.0m 0.60% Reduced -2.6k -2,554
46 SigFig Wealth Management, LLC 0.06% of their portfolio SAN FRANCISCO, CA 66,72466.7k $1.7m $1.7m 0.06% Reduced -3.1k -3,131
47 Continuum Advisory, LLC 0.21% of their portfolio EAGLE, ID 65,74465.7k $1.7m $1.7m 0.21% Added +200 +200
48 ALTFEST L J & CO INC 0.19% of their portfolio NEW YORK, NY 61,82461.8k $1.6m $1.6m 0.19% Added +4.9k +4,883
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 58,59958.6k $1.5m $1.5m 0.00% Reduced -21.7k -21,685
50 WEALTHCARE CAPITAL MANAGEMENT LLC 0.15% of their portfolio RICHMOND, VA 53,25053.2k $1.4m $1.4m 0.15% Unchanged
51 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 51,77151.8k $1.3m $1.3m 0.00% Reduced -269 -269
52 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 49,83949.8k $1.3m $1.3m 0.03% Reduced -74.4k -74,406
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 48,25348.3k $1.3m $1.3m 0.00% Reduced -179 -179
54 Jacobi Capital Management LLC 0.08% of their portfolio PITTSTON, PA 46,90546.9k $1.2m $1.2m 0.08% Added +6.1k +6,110
55 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 45,37845.4k $1.2m $1.2m 0.00% Added +1.4k +1,447
56 GTS SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 43,54243.5k $1.1m $1.1m 0.05% New
57 City State Bank 0.35% of their portfolio NORWALK, IA 42,67542.7k $1.1m $1.1m 0.35% Unchanged
58 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 40,30440.3k $1.1m $1.1m 0.02% Added +16.5k +16,478
59 Leading Edge Financial Planning LLC 0.29% of their portfolio KNOXVILLE, TN 39,41639.4k $1.0m $1.0m 0.29% Added +6.0k +6,024
60 Busey Bank 0.03% of their portfolio URBANA, IL 39,01739.0k $1.0m $1.0m 0.03% Reduced -6.5k -6,517
61 CARY STREET PARTNERS FINANCIAL LLC 0.03% of their portfolio RICHMOND, VA 38,64538.6k $1.0m $1.0m 0.03% Reduced -376 -376
62 LEVEL FOUR ADVISORY SERVICES, LLC 0.04% of their portfolio DALLAS, TX 38,10138.1k $992.9k $992.9k 0.04% Reduced -450 -450
63 Wealth Advisory Solutions, LLC 0.25% of their portfolio ZIONSVILLE, IN 37,50937.5k $977.5k $977.5k 0.25% Reduced -172 -172
64 Treasure Coast Financial Planning 0.56% of their portfolio VERO BEACH, FL 37,13937.1k $967.9k $967.9k 0.56% Added +711 +711
65 Southland Equity Partners LLC 0.21% of their portfolio WILDWOOD, MO 36,86036.9k $960.6k $960.6k 0.21% Reduced -90 -90
66 Global View Capital Management LLC 0.30% of their portfolio WAUKESHA, WI 35,58635.6k $927.4k $927.4k 0.30% Reduced -1.9k -1,861
67 COMERICA BANK 0.00% of their portfolio DALLAS, TX 34,77434.8k $906.2k $906.2k 0.00% Added +5.0k +4,965
68 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 33,58033.6k $875.1k $875.1k 0.00% Reduced -2.0k -1,953
69 Resonant Capital Advisors, LLC 0.05% of their portfolio Madison, WI 32,47132.5k $846.2k $846.2k 0.05% Reduced -5.9k -5,900
70 UBS Group AG 0.00% of their portfolio ZURICH, V8 31,73531.7k $827.0k $827.0k 0.00% Reduced -18.9k -18,944
71 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 31,50031.5k $820.9k $820.9k 0.01% Added +1.6k +1,588
72 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 31,04131.0k $808.9k $808.9k 0.01% Unchanged
73 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 30,99831.0k $807.8k $807.8k 0.00% Added +4 +4
74 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 30,22230.2k $788.0k $788.0k 0.00% Reduced -42.7k -42,651
75 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,57529.6k $771.0k $771.0k 0.00% Added +1.4k +1,358
76 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.74% of their portfolio APPLETON, WI 29,23029.2k $761.7k $761.7k 0.74% Reduced -1.9k -1,916
77 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,92628.9k $754.0k $754.0k 0.00% Reduced -7.5k -7,538
78 BIP Wealth, LLC 0.04% of their portfolio ATLANTA, GA 27,48527.5k $716.3k $716.3k 0.04% Reduced -7.4k -7,407
79 Charles Schwab Trust Co 0.05% of their portfolio HENDERSON, NV 27,12527.1k $706.9k $706.9k 0.05% Added +3.9k +3,916
80 Auour Investments LLC 0.23% of their portfolio WOBURN, MA 25,38325.4k $661.5k $661.5k 0.23% Added +122 +122
81 FLAGSTAR SECURITIES, INC 0.17% of their portfolio New York, NY 23,54423.5k $613.6k $613.6k 0.17% Reduced -13.9k -13,870
82 SHEETS SMITH WEALTH MANAGEMENT 0.07% of their portfolio WINSTON-SALEM, NC 22,46622.5k $585.5k $585.5k 0.07% Unchanged
83 Larson Financial Group LLC 0.02% of their portfolio ST LOUIS, MO 22,19522.2k $578.4k $578.4k 0.02% Reduced -1.1k -1,139
84 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 22,12222.1k $576.5k $576.5k 0.00% Added +793 +793
85 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 20,30420.3k $529.1k $529.1k 0.01% Added +2.1k +2,125
86 FIRST NATIONAL CORP /MA/ /ADV 0.10% of their portfolio ROCKLAND, MA 19,73519.7k $514.3k $514.3k 0.10% Unchanged
87 Ridgewood Investments LLC 0.22% of their portfolio SPRINGFIELD, NJ 19,43119.4k $506.4k $506.4k 0.22% Reduced -986 -986
88 KWB Wealth 0.06% of their portfolio REDLANDS, CA 18,98619.0k $500.9k $500.9k 0.06% Added +1.5k +1,528
89 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 18,62718.6k $485.4k $485.4k 0.00% New
90 Vise Technologies, Inc. 0.02% of their portfolio NEW YORK, NY 18,47018.5k $481.3k $481.3k 0.02% First filing
91 Post Resch Tallon Group Inc. 0.45% of their portfolio PITTSFORD, NY 17,95318.0k $467.9k $467.9k 0.45% Reduced -75 -75
92 Fifth Third Securities, Inc. 0.03% of their portfolio Cincinnati, OH 17,65217.7k $460.0k $460.0k 0.03% Added +151 +151
93 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 16,59916.6k $432.0k $432.0k 0.00% New
94 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio MINNEAPOLIS, MN 16,58916.6k $432.3k $432.3k 0.01% Unchanged
95 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 16,30916.3k $422.1k $422.1k 0.00% Reduced -7.7k -7,697
96 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 15,94215.9k $415.4k $415.4k 0.01% First filing
97 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 15,23915.2k $397.1k $397.1k 0.00% Reduced -1.3k -1,275
98 Good Life Advisors, LLC 0.02% of their portfolio READING, PA 14,86914.9k $387.5k $387.5k 0.02% Added +1.3k +1,255
99 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 14,67114.7k $382.4k $382.4k 0.01% Added +185 +185
100 Collaborative Wealth Managment Inc. 0.17% of their portfolio LAKE MARY, FL 14,66314.7k $382.1k $382.1k 0.17% Reduced -3.8k -3,751