Vault-13

SPDR SER TR SPIP

PORTFLI TIPS ETF · ETP · CUSIP 78464A656

202 institutional holders -8 vs Q1 2026
22,479,63222.5m shares reported held*
$577.2mreported value*
13 new 78 added 56 reduced 20 sold out net bought ≈ $37.8m (+1.5m 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 ($37.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.68. Options: 1 managers hold calls ($313.3k notional), 2 hold puts ($624.0k).

Trends to Q2 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: 210Q2 26: 202202Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026202

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 77 bought or addedQ3 25: 101 cut or sold outQ4 25: 85 bought or addedQ4 25: 93 cut or sold outQ4 25Q1 26: 83 bought or addedQ1 26: 104 cut or sold outQ2 26: 91 bought or addedQ2 26: 76 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202456139
Q4 202477100
Q1 202574109
Q2 202587104
Q3 202577101
Q4 20258593
Q1 202683104
Q2 20269176

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ3 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 0.00Q2 26 calls: $313.3kQ2 26 puts: $624.0kQ2 26P/C 1.99
Numbers
QuarterCallsPutsP/C
Q3 2025$329.0k$00.00
Q4 2025$0$0—
Q1 2026$221.1k$00.00
Q2 2026$313.3k$624.0k1.99

Biggest buyers

3EDGE Asset Management, LP Added +779,810+779.8k
IFG Advisory, LLC New +346,590+346.6k
FULTON BREAKEFIELD BROENNIMAN LLC Added +261,991+262.0k
STATE STREET CORP Added +197,597+197.6k
RAFFA WEALTH MANAGEMENT, LLC New +158,108+158.1k
Focus Partners Wealth New +142,117+142.1k
LPL Financial LLC Added +98,889+98.9k
Cambridge Investment Research Advisors, Inc. Added +78,939+78.9k
Cannon Financial Strategists, Inc. Added +76,072+76.1k
Hughes Financial Services, LLC Added +59,249+59.2k

Biggest sellers

Tower Research Capital LLC (TRC) Sold out -215,794-215.8k
GOLDMAN SACHS GROUP INC Reduced -175,303-175.3k
FLOW TRADERS U.S. LLC Reduced -146,137-146.1k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -110,169-110.2k
WELLS FARGO & COMPANY/MN Reduced -52,458-52.5k
JANE STREET GROUP, LLC Sold out -50,301-50.3k
Independent Advisor Alliance Sold out -47,792-47.8k
CITADEL ADVISORS LLC Reduced -47,751-47.8k
Global View Capital Management LLC Sold out -40,108-40.1k
PHILLIPS FINANCIAL MANAGEMENT, LLC Reduced -31,133-31.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $313.3k12.2k shares

Biggest puts

CITADEL ADVISORS LLC New $349.2k13.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $274.8k10.7k shares

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 3,869,4183.9m $99.4m $99.4m 0.00% Added +197.6k +197,597
2 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 2,803,2132.8m $72.0m $72.0m 0.01% Reduced -110.2k -110,169
3 3EDGE Asset Management, LP 1.91% of their portfolio Naples, FL 1,668,2361.7m $42.8m $42.8m 1.91% Added +779.8k +779,810
4 Cannon Financial Strategists, Inc. 3.59% of their portfolio ATHENS, GA 1,228,7891.2m $31.6m $31.6m 3.59% Added +76.1k +76,072
5 Pure Financial Advisors, LLC 0.34% of their portfolio SAN DIEGO, CA 1,041,2071.0m $26.7m $26.7m 0.34% Reduced -7.3k -7,314
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 848,847848.8k $21.8m $21.8m 0.00% Added +98.9k +98,889
7 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 830,222830.2k $21.3m $21.3m 0.03% Added +4.3k +4,283
8 Hughes Financial Services, LLC 2.75% of their portfolio HERNDON, VA 808,835808.8k $20.8m $20.8m 2.75% Added +59.2k +59,249
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 698,096698.1k $17.9m $17.9m 0.00% Added +4.6k +4,586
10 FULTON BREAKEFIELD BROENNIMAN LLC 0.64% of their portfolio Bethesda, MD 426,017426.0k $10.9m $10.9m 0.64% Added +262.0k +261,991
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 421,149421.1k $10.8m $10.8m 0.00% Added +33.2k +33,165
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 391,911391.9k $10.1m $10.1m 0.00% Reduced -17.5k -17,509
13 ERn Financial, LLC 1.58% of their portfolio MIDDLETON, WI 371,944371.9k $9.6m $9.6m 1.58% Added +25.3k +25,273
14 IFG Advisory, LLC 0.31% of their portfolio ATLANTA, GA 346,590346.6k $8.9m $8.9m 0.31% New
15 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 322,186322.2k $8.3m $8.3m 0.04% Added +24.1k +24,148
16 SeaBridge Investment Advisors LLC 1.18% of their portfolio SUMMIT, NJ 316,529316.5k $8.1m $8.1m 1.18% Added +30.7k +30,721
17 FLAGSHIP HARBOR ADVISORS, LLC 0.31% of their portfolio BOSTON, MA 310,719310.7k $8.0m $8.0m 0.31% Added +11.5k +11,494
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 284,279284.3k $7.3m $7.3m 0.00% Reduced -52.5k -52,458
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 269,522269.5k $6.9m $6.9m 0.00% Reduced -175.3k -175,303
20 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 217,545217.5k $5.6m $5.6m 0.01% Added +33.5k +33,480
21 Aquire Wealth Advisors, LLC 1.22% of their portfolio Salt Lake City, UT 206,789206.8k $5.3m $5.3m 1.22% Reduced -21.3k -21,348
22 GREAT VALLEY ADVISOR GROUP, INC. 0.08% of their portfolio WILMINGTON, DE 200,387200.4k $5.1m $5.1m 0.08% Reduced -7.0k -6,968
23 Procyon Advisors, LLC 0.21% of their portfolio SHELTON, CT 186,544186.5k $4.8m $4.8m 0.21% Reduced -2.8k -2,781
24 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 168,079168.1k $4.3m $4.3m 0.00% Added +3.1k +3,122
25 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 162,020162.0k $4.2m $4.2m 0.00% Added +33.4k +33,379
26 RAFFA WEALTH MANAGEMENT, LLC 0.51% of their portfolio WASHINGTON, DC 158,108158.1k $4.1m $4.1m 0.51% New
27 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 142,117142.1k $3.6m $3.6m 0.00% New
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 138,850138.8k $3.6m $3.6m 0.00% Added +78.9k +78,939
29 Verde Capital Management 0.62% of their portfolio CLARKSTON, MI 129,584129.6k $3.3m $3.3m 0.62% Added +2.2k +2,154
30 Garde Capital, Inc. 0.15% of their portfolio SEATTLE, WA 127,494127.5k $3.3m $3.3m 0.15% Added +6.6k +6,597
31 Note Advisors, LLC 1.35% of their portfolio BUFFALO, NY 120,853120.9k $3.1m $3.1m 1.35% Added +6.0k +6,003
32 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 119,786119.8k $3.1m $3.1m 0.00% Added +4.5k +4,525
33 Integrity Wealth Solutions LLC 1.04% of their portfolio DENVER, CO 109,654109.7k $2.8m $2.8m 1.04% Added +2.4k +2,401
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 104,031104.0k $2.7m $2.7m 0.00% Reduced -15.0k -15,035
35 TIAA TRUST, NATIONAL ASSOCIATION 0.15% of their portfolio CHARLOTTE, NC 101,072101.1k $2.6m $2.6m 0.15% Added +25 +25
36 BlackDiamond Wealth Management, LLC 1.02% of their portfolio NEW YORK, NY 100,268100.3k $2.5m $2.5m 1.02% Added +40.1k +40,147
37 CFS Investment Advisory Services, LLC 0.17% of their portfolio TOTOWA, NJ 98,66498.7k $2.5m $2.5m 0.17% Added +36.9k +36,927
38 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 92,29292.3k $2.4m $2.4m 0.02% Added +11.8k +11,768
39 Allen Capital Group, LLC 0.18% of their portfolio GRAND ISLAND, NE 85,22785.2k $2.2m $2.2m 0.18% Added +1.4k +1,385
40 Continuum Advisory, LLC 0.17% of their portfolio EAGLE, ID 80,17380.2k $2.1m $2.1m 0.17% Added +6.1k +6,063
41 ALTFEST L J & CO INC 0.20% of their portfolio NEW YORK, NY 79,40079.4k $2.0m $2.0m 0.20% Added +4.1k +4,079
42 Jacobi Capital Management LLC 0.10% of their portfolio PITTSTON, PA 78,92678.9k $2.0m $2.0m 0.10% Added +11.3k +11,306
43 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 78,46278.5k $2.0m $2.0m 0.00% Reduced -5.2k -5,229
44 ST GERMAIN D J CO INC 0.07% of their portfolio SPRINGFIELD, MA 74,65674.7k $1.9m $1.9m 0.07% Reduced -1.0k -1,035
45 Rinkey Investments 0.43% of their portfolio San Diego, CA 71,13071.1k $1.8m $1.8m 0.43% Reduced -921 -921
46 Gerber Kawasaki Wealth & Investment Management 0.05% of their portfolio SANTA MONICA, CA 68,31568.3k $1.8m $1.8m 0.05% Added +6.6k +6,646
47 SigFig Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 57,55757.6k $1.5m $1.5m 0.04% Reduced -1.0k -1,022
48 CULBERTSON A N & CO INC 0.17% of their portfolio Charlottesville, VA 56,78056.8k $1.5m $1.5m 0.17% Unchanged
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 56,38156.4k $1.4m $1.4m 0.00% Reduced -755 -755
50 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 50,33350.3k $1.3m $1.3m 0.00% Added +8.5k +8,541
51 Charles Schwab Trust Co 0.07% of their portfolio HENDERSON, NV 47,68447.7k $1.2m $1.2m 0.07% Added +6.7k +6,731
52 CAPE COD FIVE CENTS SAVINGS BANK 0.09% of their portfolio HYANNIS, MA 44,60844.6k $1.1m $1.1m 0.09% First filing
53 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 43,89143.9k $1.1m $1.1m 0.02% Added +3.6k +3,638
54 City State Bank 0.25% of their portfolio NORWALK, IA 41,96542.0k $1.1m $1.1m 0.25% Added +200 +200
55 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 41,27341.3k $1.1m $1.1m 0.02% Reduced -1.6k -1,634
56 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 39,79539.8k $1.0m $1.0m 0.00% Added +1.4k +1,380
57 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 38,51638.5k $989.1k $989.1k 0.02% Added +1.6k +1,580
58 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 38,38438.4k $984.5k $984.5k 0.00% Added +402 +402
59 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 38,22838.2k $981.7k $981.7k 0.00% Reduced -47.8k -47,751
60 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 38,22538.2k $981.6k $981.6k 0.00% Added +4.1k +4,099
61 Leading Edge Financial Planning LLC 0.17% of their portfolio KNOXVILLE, TN 37,84937.8k $972.0k $972.0k 0.17% Reduced -3.3k -3,307
62 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 37,05837.1k $951.6k $951.6k 0.00% Reduced -720 -720
63 Wealth Advisory Solutions, LLC 0.19% of their portfolio ZIONSVILLE, IN 35,97636.0k $923.9k $923.9k 0.19% Reduced -941 -941
64 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 34,99935.0k $899.0k $899.0k 0.00% Reduced -1.6k -1,575
65 Busey Bank 0.02% of their portfolio URBANA, IL 34,64134.6k $889.6k $889.6k 0.02% Reduced -543 -543
66 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 34,60834.6k $888.7k $888.7k 0.01% Added +6.6k +6,594
67 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,47934.5k $885.4k $885.4k 0.00% Reduced -8.2k -8,190
68 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.00% of their portfolio CHARLOTTE, NC 33,22333.2k $853.2k $853.2k 0.00% Reduced -5.5k -5,532
69 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 30,99831.0k $796.0k $796.0k 0.00% Unchanged
70 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 30,24530.2k $776.7k $776.7k 0.01% Reduced -84 -84
71 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.60% of their portfolio APPLETON, WI 29,03629.0k $745.6k $745.6k 0.60% Added +471 +471
72 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 28,33528.3k $727.6k $727.6k 0.00% Reduced -2.0k -2,038
73 Treasure Coast Financial Planning 0.35% of their portfolio VERO BEACH, FL 27,81727.8k $714.3k $714.3k 0.35% Reduced -5.3k -5,299
74 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.05% of their portfolio FORT WAYNE, IN 27,47027.5k $705.4k $705.4k 0.05% Reduced -31.1k -31,133
75 Auour Investments LLC 0.20% of their portfolio WOBURN, MA 27,41727.4k $704.1k $704.1k 0.20% Added +669 +669
76 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 26,12126.1k $670.0k $670.0k 0.00% Reduced -13.6k -13,635
77 WEALTHCARE CAPITAL MANAGEMENT LLC 0.06% of their portfolio RICHMOND, VA 24,88124.9k $638.9k $638.9k 0.06% Reduced -9.8k -9,755
78 BIP Wealth, LLC 0.02% of their portfolio ATLANTA, GA 24,81224.8k $637.2k $637.2k 0.02% Added +1.2k +1,235
79 KWB Wealth 0.05% of their portfolio REDLANDS, CA 24,67424.7k $633.6k $633.6k 0.05% Added +573 +573
80 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 24,00824.0k $620.6k $620.6k 0.00% Added +11.7k +11,663
81 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 23,60223.6k $606.1k $606.1k 0.00% Added +76 +76
82 LEVEL FOUR ADVISORY SERVICES, LLC 0.02% of their portfolio DALLAS, TX 23,32223.3k $598.9k $598.9k 0.02% Unchanged
83 UBS Group AG 0.00% of their portfolio ZURICH, V8 23,29823.3k $598.3k $598.3k 0.00% Reduced -185 -185
84 SHEETS SMITH WEALTH MANAGEMENT 0.06% of their portfolio WINSTON-SALEM, NC 22,46622.5k $576.9k $576.9k 0.06% Unchanged
85 True Blue Financial, LLC 0.23% of their portfolio STEVENSVILLE, MI 21,42421.4k $550.2k $550.2k 0.23% Added +3.6k +3,560
86 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 20,21320.2k $519.1k $519.1k 0.00% Added +3.5k +3,550
87 Amicus Financial Advisors, LLC 0.12% of their portfolio LUBBOCK, TX 19,29119.3k $495.4k $495.4k 0.12% Reduced -5.7k -5,671
88 Post Resch Tallon Group Inc. 0.34% of their portfolio PITTSFORD, NY 18,96819.0k $487.1k $487.1k 0.34% Reduced -25 -25
89 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 18,72018.7k $480.7k $480.7k 0.00% Added +1.3k +1,327
90 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 17,76817.8k $456.3k $456.3k 0.00% Added +3.2k +3,176
91 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 15,75415.8k $404.6k $404.6k 0.00% Added +320 +320
92 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 15,67015.7k $402.0k $402.0k 0.00% Added +525 +525
93 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 14,66014.7k $371.6k $371.6k 0.00% Reduced -707 -707
94 Vise Technologies, Inc. 0.00% of their portfolio NEW YORK, NY 14,53614.5k $373.3k $373.3k 0.00% Reduced -3.5k -3,545
95 Valtinson Bruner Financial Planning LLC 0.08% of their portfolio NEW BRIGHTON, MN 12,83712.8k $329.7k $329.7k 0.08% Added +2 +2
96 Fifth Third Securities, Inc. 0.02% of their portfolio Cincinnati, OH 12,69312.7k $326.0k $326.0k 0.02% Added +804 +804
97 Financial Strategies Group, Inc. 0.05% of their portfolio OKEMOS, MI 12,45612.5k $315.0k $315.0k 0.05% Reduced -73 -73
98 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 12,32912.3k $317.0k $317.0k 0.01% Reduced -146.1k -146,137
99 Barnes Wealth Management Group, Inc 0.15% of their portfolio Bakersfield, CA 12,26212.3k $314.9k $314.9k 0.15% Reduced -1.0k -1,039
100 Ridgewood Investments LLC 0.12% of their portfolio SPRINGFIELD, NJ 12,19112.2k $313.1k $313.1k 0.12% Reduced -1.6k -1,638