Vault-13

SPDR SER TR SPIP

PORTFLI TIPS ETF · ETP · CUSIP 78464A656

210 institutional holders -5 vs Q4 2025
25,535,29425.5m shares reported held*
$664.2mreported value*
25 new 58 added 78 reduced 26 sold out net bought ≈ $17.4m (+670.5k 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 ($38.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.01. Options: 1 managers hold calls ($221.1k notional), 0 hold puts (—).

Trends to Q1 2026

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: 216Q3 25: 211Q4 25: 215Q1 26: 210210Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025211
Q4 2025215
Q1 2026210

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 88 bought or addedQ2 24: 128 cut or sold outQ3 24: 56 bought or addedQ3 24: 139 cut or sold outQ3 24Q4 24: 77 bought or addedQ4 24: 100 cut or sold outQ1 25: 74 bought or addedQ1 25: 109 cut or sold outQ1 25Q2 25: 87 bought or addedQ2 25: 104 cut or sold outQ3 25: 77 bought or addedQ3 25: 101 cut or sold outQ3 25Q4 25: 85 bought or addedQ4 25: 93 cut or sold outQ1 26: 83 bought or addedQ1 26: 104 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202488128
Q3 202456139
Q4 202477100
Q1 202574109
Q2 202587104
Q3 202577101
Q4 20258593
Q1 202683104

Calls vs puts

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

CallsPuts
$0$100k$200k$300k$400kQ2 25 calls: $325.8kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $329.0kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $221.1kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$325.8k$00.00
Q3 2025$329.0k$00.00
Q4 2025$0$0—
Q1 2026$221.1k$00.00

Biggest buyers

CWM, LLC Added +496,894+496.9k
Tower Research Capital LLC (TRC) Added +186,541+186.5k
FLAGSHIP HARBOR ADVISORS, LLC Added +153,099+153.1k
Private Advisor Group, LLC Added +152,531+152.5k
Cannon Financial Strategists, Inc. Added +103,946+103.9k
GOLDMAN SACHS GROUP INC Added +95,484+95.5k
CFS Investment Advisory Services, LLC New +61,737+61.7k
BlackDiamond Wealth Management, LLC New +60,121+60.1k
CULBERTSON A N & CO INC New +56,780+56.8k
CITADEL ADVISORS LLC Added +54,088+54.1k

Biggest sellers

3EDGE Asset Management, LP Reduced -297,244-297.2k
IFG Advisory, LLC Sold out -202,235-202.2k
MORGAN STANLEY Reduced -155,880-155.9k
BANK OF AMERICA CORP /DE/ Reduced -120,981-121.0k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -101,812-101.8k
STATE STREET CORP Reduced -69,134-69.1k
Wealthcare Advisory Partners LLC Reduced -59,626-59.6k
AE Wealth Management LLC Reduced -55,776-55.8k
PHILLIPS FINANCIAL MANAGEMENT, LLC Reduced -18,739-18.7k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Sold out -16,589-16.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $221.1k8.5k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.31% of their portfolio OMAHA, NE 4,582,1054.6m $119.2m $119.2m 0.31% Added +496.9k +496,894
2 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 3,671,8213.7m $95.5m $95.5m 0.00% Reduced -69.1k -69,134
3 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 2,913,3822.9m $75.8m $75.8m 0.01% Reduced -101.8k -101,812
4 Cannon Financial Strategists, Inc. 3.94% of their portfolio ATHENS, GA 1,152,7171.2m $30.0m $30.0m 3.94% Added +103.9k +103,946
5 Pure Financial Advisors, LLC 0.39% of their portfolio SAN DIEGO, CA 1,048,5211.0m $27.3m $27.3m 0.39% Reduced -12.1k -12,107
6 3EDGE Asset Management, LP 1.12% of their portfolio Naples, FL 888,426888.4k $23.1m $23.1m 1.12% Reduced -297.2k -297,244
7 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 825,939825.9k $21.5m $21.5m 0.03% Reduced -10.2k -10,181
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 749,958750.0k $19.5m $19.5m 0.01% Added +30.9k +30,877
9 Hughes Financial Services, LLC 3.00% of their portfolio HERNDON, VA 749,586749.6k $19.5m $19.5m 3.00% Added +34.0k +33,997
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 693,510693.5k $18.0m $18.0m 0.00% Reduced -121.0k -120,981
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 444,825444.8k $11.6m $11.6m 0.00% Added +95.5k +95,484
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 409,420409.4k $10.6m $10.6m 0.00% Reduced -5.0k -4,986
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 387,984388.0k $10.1m $10.1m 0.00% Reduced -155.9k -155,880
14 ERn Financial, LLC 1.70% of their portfolio MIDDLETON, WI 346,671346.7k $9.0m $9.0m 1.70% Added +839 +839
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 336,737336.7k $8.8m $8.8m 0.00% Added +3.7k +3,724
16 FLAGSHIP HARBOR ADVISORS, LLC 0.34% of their portfolio BOSTON, MA 299,225299.2k $7.8m $7.8m 0.34% Added +153.1k +153,099
17 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 298,038298.0k $7.8m $7.8m 0.04% Added +152.5k +152,531
18 SeaBridge Investment Advisors LLC 1.26% of their portfolio SUMMIT, NJ 285,808285.8k $7.4m $7.4m 1.26% Added +4.6k +4,602
19 Aquire Wealth Advisors, LLC 1.56% of their portfolio Salt Lake City, UT 228,137228.1k $5.9m $5.9m 1.56% Reduced -7.0k -7,017
20 Tower Research Capital LLC (TRC) 0.15% of their portfolio NEW YORK, NY 215,794215.8k $5.6m $5.6m 0.15% Added +186.5k +186,541
21 GREAT VALLEY ADVISOR GROUP, INC. 0.10% of their portfolio WILMINGTON, DE 207,355207.4k $5.4m $5.4m 0.10% Reduced -5.4k -5,368
22 Procyon Advisors, LLC 0.24% of their portfolio SHELTON, CT 189,325189.3k $4.9m $4.9m 0.24% Reduced -2.5k -2,467
23 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 184,065184.1k $4.8m $4.8m 0.01% Added +18.6k +18,622
24 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 164,957165.0k $4.3m $4.3m 0.00% Reduced -7.6k -7,590
25 FULTON BREAKEFIELD BROENNIMAN LLC 0.28% of their portfolio Bethesda, MD 164,026164.0k $4.3m $4.3m 0.28% Added +2.2k +2,226
26 FLOW TRADERS U.S. LLC 0.13% of their portfolio NEW YORK, NY 158,466158.5k $4.1m $4.1m 0.13% Reduced -8.1k -8,079
27 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 128,641128.6k $3.3m $3.3m 0.00% Added +1.7k +1,680
28 Verde Capital Management 0.71% of their portfolio CLARKSTON, MI 127,430127.4k $3.3m $3.3m 0.71% Added +6.6k +6,606
29 Garde Capital, Inc. 0.19% of their portfolio SEATTLE, WA 120,897120.9k $3.1m $3.1m 0.19% Reduced -1.9k -1,940
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 119,066119.1k $3.1m $3.1m 0.00% Added +47.8k +47,770
31 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 115,261115.3k $3.0m $3.0m 0.00% Added +3.9k +3,896
32 Note Advisors, LLC 1.49% of their portfolio BUFFALO, NY 114,850114.8k $3.0m $3.0m 1.49% Added +6.5k +6,455
33 Integrity Wealth Solutions LLC 1.10% of their portfolio DENVER, CO 107,253107.3k $2.8m $2.8m 1.10% Added +5.0k +4,963
34 TIAA TRUST, NATIONAL ASSOCIATION 0.16% of their portfolio CHARLOTTE, NC 101,047101.0k $2.6m $2.6m 0.16% Added +14.4k +14,355
35 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 85,97986.0k $2.2m $2.2m 0.00% Added +54.1k +54,088
36 Allen Capital Group, LLC 0.20% of their portfolio GRAND ISLAND, NE 83,84283.8k $2.2m $2.2m 0.20% Reduced -5.9k -5,916
37 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 83,69183.7k $2.2m $2.2m 0.00% Reduced -5.6k -5,602
38 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 80,52480.5k $2.1m $2.1m 0.03% Added +21.7k +21,701
39 ST GERMAIN D J CO INC 0.08% of their portfolio SPRINGFIELD, MA 75,69175.7k $2.0m $2.0m 0.08% Added +333 +333
40 ALTFEST L J & CO INC 0.21% of their portfolio NEW YORK, NY 75,32175.3k $2.0m $2.0m 0.21% Added +7.0k +7,014
41 Continuum Advisory, LLC 0.18% of their portfolio EAGLE, ID 74,11074.1k $1.9m $1.9m 0.18% Added +2.8k +2,769
42 Rinkey Investments 0.48% of their portfolio San Diego, CA 72,05172.1k $1.9m $1.9m 0.48% Added +1.6k +1,559
43 Jacobi Capital Management LLC 0.10% of their portfolio PITTSTON, PA 67,62067.6k $1.8m $1.8m 0.10% Added +8.1k +8,137
44 CFS Investment Advisory Services, LLC 0.11% of their portfolio TOTOWA, NJ 61,73761.7k $1.6m $1.6m 0.11% New
45 Gerber Kawasaki Wealth & Investment Management 0.05% of their portfolio SANTA MONICA, CA 61,66961.7k $1.6m $1.6m 0.05% Added +5.7k +5,723
46 BlackDiamond Wealth Management, LLC 0.75% of their portfolio NEW YORK, NY 60,12160.1k $1.6m $1.6m 0.75% New
47 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 59,91159.9k $1.6m $1.6m 0.00% Added +30.2k +30,159
48 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.11% of their portfolio FORT WAYNE, IN 58,60358.6k $1.5m $1.5m 0.11% Reduced -18.7k -18,739
49 SigFig Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 58,57958.6k $1.5m $1.5m 0.04% Reduced -3.1k -3,064
50 Mariner, LLC 0.00% of their portfolio Overland Park, KS 57,13657.1k $1.5m $1.5m 0.00% Added +8.8k +8,772
51 CULBERTSON A N & CO INC 0.19% of their portfolio Charlottesville, VA 56,78056.8k $1.5m $1.5m 0.19% New
52 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 50,30150.3k $1.3m $1.3m 0.00% New
53 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 47,79247.8k $1.2m $1.2m 0.01% New
54 CARY STREET PARTNERS FINANCIAL LLC 0.03% of their portfolio RICHMOND, VA 42,90742.9k $1.1m $1.1m 0.03% Added +1.4k +1,423
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 42,66942.7k $1.1m $1.1m 0.00% New
56 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 41,79241.8k $1.1m $1.1m 0.00% Reduced -2.0k -1,967
57 City State Bank 0.28% of their portfolio NORWALK, IA 41,76541.8k $1.1m $1.1m 0.28% Unchanged
58 Leading Edge Financial Planning LLC 0.23% of their portfolio KNOXVILLE, TN 41,15641.2k $1.1m $1.1m 0.23% Reduced -2.9k -2,947
59 Charles Schwab Trust Co 0.07% of their portfolio HENDERSON, NV 40,95341.0k $1.1m $1.1m 0.07% Added +4.2k +4,245
60 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 40,25340.3k $1.0m $1.0m 0.02% Reduced -59.6k -59,626
61 Global View Capital Management LLC 0.28% of their portfolio WAUKESHA, WI 40,10840.1k $1.0m $1.0m 0.28% Reduced -344 -344
62 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 39,75639.8k $1.0m $1.0m 0.00% New
63 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.00% of their portfolio CHARLOTTE, NC 38,75538.8k $1.0m $1.0m 0.00% First filing
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 38,41538.4k $999.2k $999.2k 0.00% Reduced -3.2k -3,195
65 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 37,98238.0k $987.9k $987.9k 0.00% Reduced -12 -12
66 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 37,77837.8k $982.6k $982.6k 0.00% New
67 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 36,93636.9k $960.7k $960.7k 0.02% Reduced -850 -850
68 Wealth Advisory Solutions, LLC 0.21% of their portfolio ZIONSVILLE, IN 36,91736.9k $960.2k $960.2k 0.21% Reduced -373 -373
69 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 36,57436.6k $951.0k $951.0k 0.00% Reduced -9.0k -8,997
70 Busey Bank 0.02% of their portfolio URBANA, IL 35,18435.2k $915.1k $915.1k 0.02% Reduced -163 -163
71 WEALTHCARE CAPITAL MANAGEMENT LLC 0.09% of their portfolio RICHMOND, VA 34,63634.6k $900.9k $900.9k 0.09% Reduced -8.2k -8,158
72 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 34,12634.1k $887.6k $887.6k 0.00% Added +711 +711
73 Treasure Coast Financial Planning 0.44% of their portfolio VERO BEACH, FL 33,11633.1k $861.4k $861.4k 0.44% Reduced -533 -533
74 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 30,99831.0k $806.3k $806.3k 0.00% Unchanged
75 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 30,37330.4k $790.0k $790.0k 0.00% Added +8.5k +8,540
76 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 30,32930.3k $788.9k $788.9k 0.01% Reduced -148 -148
77 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.66% of their portfolio APPLETON, WI 28,56528.6k $743.0k $743.0k 0.66% Reduced -595 -595
78 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 28,01428.0k $727.0k $727.0k 0.00% Reduced -791 -791
79 Auour Investments LLC 0.22% of their portfolio WOBURN, MA 26,74826.7k $695.7k $695.7k 0.22% Added +701 +701
80 Amicus Financial Advisors, LLC 0.18% of their portfolio LUBBOCK, TX 24,96225.0k $649.3k $649.3k 0.18% Reduced -215 -215
81 KWB Wealth 0.06% of their portfolio REDLANDS, CA 24,10124.1k $625.4k $625.4k 0.06% Reduced -602 -602
82 BIP Wealth, LLC 0.02% of their portfolio ATLANTA, GA 23,57723.6k $613.2k $613.2k 0.02% Reduced -488 -488
83 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 23,52623.5k $611.9k $611.9k 0.00% Added +2.1k +2,055
84 UBS Group AG 0.00% of their portfolio ZURICH, V8 23,48323.5k $610.8k $610.8k 0.00% Added +3.6k +3,556
85 LEVEL FOUR ADVISORY SERVICES, LLC 0.02% of their portfolio DALLAS, TX 23,32223.3k $606.6k $606.6k 0.02% Reduced -11.6k -11,616
86 FLAGSTAR SECURITIES, INC 0.21% of their portfolio New York, NY 22,63022.6k $588.6k $588.6k 0.21% Reduced -1.7k -1,705
87 SHEETS SMITH WEALTH MANAGEMENT 0.07% of their portfolio WINSTON-SALEM, NC 22,46622.5k $584.3k $584.3k 0.07% Unchanged
88 Post Resch Tallon Group Inc. 0.40% of their portfolio PITTSFORD, NY 18,99319.0k $491.9k $491.9k 0.40% Added +690 +690
89 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 18,08118.1k $469.2k $469.2k 0.01% Unchanged
90 True Blue Financial, LLC 0.37% of their portfolio STEVENSVILLE, MI 17,86417.9k $464.7k $464.7k 0.37% Added +9.0k +9,024
91 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 17,39317.4k $452.4k $452.4k 0.00% Added +662 +662
92 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 16,66316.7k $433.4k $433.4k 0.00% Reduced -2.8k -2,849
93 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 15,43415.4k $401.4k $401.4k 0.00% Reduced -3.1k -3,103
94 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 15,36715.4k $399.7k $399.7k 0.00% Added +1.1k +1,090
95 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 15,14515.1k $394.0k $394.0k 0.00% Reduced -3.2k -3,188
96 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 15,09215.1k $392.5k $392.5k 0.01% Added +6.5k +6,508
97 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,59214.6k $379.5k $379.5k 0.00% Reduced -3.1k -3,096
98 Ridgewood Investments LLC 0.15% of their portfolio SPRINGFIELD, NJ 13,82913.8k $359.7k $359.7k 0.15% First filing
99 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 13,53813.5k $352.1k $352.1k 0.00% New
100 Barnes Wealth Management Group, Inc 0.18% of their portfolio Bakersfield, CA 13,30113.3k $346.0k $346.0k 0.18% Added +267 +267