Vault-13

SPDR SER TR TIPX

BLOOMBERG 1 10 Y · ETP · CUSIP 78468R861

134 institutional holders -3 vs Q1 2025
66,717,72666.7m shares reported held*
$1.3bnreported value*
13 new 58 added 45 reduced 16 sold out net bought ≈ $34.3m (+1.8m 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 ($2.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.14.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 140Q4 22: 142Q1 23: 139Q2 23: 141Q3 23: 136Q4 23: 152Q1 24: 145Q2 24: 136Q3 24: 125Q4 24: 128Q1 25: 137Q2 25: 134134Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022140
Q4 2022142
Q1 2023139
Q2 2023141
Q3 2023136
Q4 2023152
Q1 2024145
Q2 2024136
Q3 2024125
Q4 2024128
Q1 2025137
Q2 2025134

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 59 bought or addedQ3 23: 79 cut or sold outQ4 23: 59 bought or addedQ4 23: 86 cut or sold outQ4 23Q1 24: 54 bought or addedQ1 24: 96 cut or sold outQ2 24: 61 bought or addedQ2 24: 71 cut or sold outQ2 24Q3 24: 55 bought or addedQ3 24: 68 cut or sold outQ4 24: 64 bought or addedQ4 24: 59 cut or sold outQ4 24Q1 25: 76 bought or addedQ1 25: 59 cut or sold outQ2 25: 71 bought or addedQ2 25: 61 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235979
Q4 20235986
Q1 20245496
Q2 20246171
Q3 20245568
Q4 20246459
Q1 20257659
Q2 20257161

Biggest buyers

STATE STREET CORP Added +2,928,920+2.9m
AllGen Financial Advisors, Inc. New +502,279+502.3k
Efficient Advisors, LLC New +210,632+210.6k
INTEGRITY ALLIANCE, LLC. New +93,772+93.8k
Hibernia Wealth Partners, LLC Added +84,640+84.6k
Austin Private Wealth, LLC Added +77,859+77.9k
ST GERMAIN D J CO INC Added +71,411+71.4k
STIFEL FINANCIAL CORP Added +70,735+70.7k
Elevation Capital Advisory, LLC Added +67,875+67.9k
OSAIC HOLDINGS, INC. Added +66,264+66.3k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -744,790-744.8k
Stratos Wealth Partners, LTD. Reduced -625,622-625.6k
UBS Group AG Reduced -545,209-545.2k
Fermata Advisors, LLC Reduced -294,875-294.9k
GeoWealth Management, LLC Reduced -164,875-164.9k
SILVER OAK SECURITIES, INCORPORATED Sold out -117,184-117.2k
CITADEL ADVISORS LLC Sold out -80,134-80.1k
JANE STREET GROUP, LLC Sold out -63,873-63.9k
17 CAPITAL PARTNERS, LLC Sold out -36,496-36.5k
NAPA WEALTH MANAGEMENT Sold out -34,795-34.8k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.04% of their portfolio BOSTON, MA 51,951,48552.0m $994.4m $994.4m 0.04% Added +2.9m +2,928,920
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,358,5682.4m $45.1m $45.1m 0.02% Added +46.5k +46,496
3 ST GERMAIN D J CO INC 1.02% of their portfolio SPRINGFIELD, MA 1,230,3221.2m $23.5m $23.5m 1.02% Added +71.4k +71,411
4 Brio Consultants, LLC 2.42% of their portfolio SAN FRANCISCO, CA 864,922864.9k $16.6m $16.6m 2.42% Added +29.5k +29,452
5 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 745,340745.3k $14.3m $14.3m 0.00% Added +13.7k +13,658
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 693,995694.0k $13.3m $13.3m 0.00% Added +24.8k +24,799
7 Envestnet Portfolio Solutions, Inc. 0.04% of their portfolio BERWYN, PA 637,279637.3k $12.2m $12.2m 0.04% Added +43.5k +43,525
8 Security National Bank 1.99% of their portfolio OMAHA, NE 600,823600.8k $11.5m $11.5m 1.99% Reduced -28.8k -28,827
9 AllGen Financial Advisors, Inc. 2.58% of their portfolio ORLANDO, FL 502,279502.3k $9.6m $9.6m 2.58% New
10 Treasure Coast Financial Planning 5.04% of their portfolio VERO BEACH, FL 452,126452.1k $8.7m $8.7m 5.04% Added +16.0k +16,032
11 Elevation Capital Advisory, LLC 2.90% of their portfolio BEND, OR 378,409378.4k $7.2m $7.2m 2.90% Added +67.9k +67,875
12 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 330,620330.6k $6.3m $6.3m 0.01% Reduced -2.6k -2,629
13 Alesco Advisors, LLC, An ESL Co 0.18% of their portfolio Pittsford, NY 318,981319.0k $6.1m $6.1m 0.18% Reduced -3.4k -3,412
14 Continuum Advisory, LLC 0.71% of their portfolio EAGLE, ID 307,908307.9k $5.9m $5.9m 0.71% Added +21.7k +21,723
15 Aspire Private Capital, LLC 1.31% of their portfolio Cornelius, NC 295,468295.5k $5.7m $5.7m 1.31% Added +7.7k +7,708
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 236,548236.5k $4.5m $4.5m 0.00% Reduced -744.8k -744,790
17 Pinnacle Wealth Planning Services, Inc. 0.58% of their portfolio MANSFIELD, OH 230,884230.9k $4.4m $4.4m 0.58% Added +5.7k +5,666
18 Efficient Advisors, LLC 0.24% of their portfolio BEAVERTON, OR 210,632210.6k $4.0m $4.0m 0.24% New
19 Sovran Advisors, LLC 0.40% of their portfolio SAN DIEGO, CA 200,289200.3k $3.8m $3.8m 0.40% Reduced -8.2k -8,153
20 Austin Private Wealth, LLC 0.29% of their portfolio Austin, TX 188,963189.0k $3.6m $3.6m 0.29% Added +77.9k +77,859
21 Hibernia Wealth Partners, LLC 1.22% of their portfolio BATON ROUGE, LA 175,092175.1k $3.4m $3.4m 1.22% Added +84.6k +84,640
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 158,785158.8k $3.0m $3.0m 0.00% Reduced -545.2k -545,209
23 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 157,151157.2k $3.0m $3.0m 0.02% Added +5.9k +5,906
24 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 142,126142.1k $2.7m $2.7m 0.07% Added +65.2k +65,169
25 GeoWealth Management, LLC 0.10% of their portfolio CHICAGO, IL 135,340135.3k $2.6m $2.6m 0.10% Reduced -164.9k -164,875
26 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 132,833132.8k $2.5m $2.5m 0.03% Reduced -625.6k -625,622
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 130,121130.1k $2.5m $2.5m 0.00% Reduced -2.0k -1,965
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 126,654126.7k $2.4m $2.4m 0.00% Added +7.5k +7,452
29 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 122,594122.6k $2.3m $2.3m 0.02% Reduced -5.2k -5,249
30 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 109,463109.5k $2.1m $2.1m 0.01% Added +817 +817
31 Raleigh Capital Management Inc. 0.83% of their portfolio CARY, NC 103,433103.4k $2.0m $2.0m 0.83% Added +6.8k +6,788
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 98,88298.9k $1.9m $1.9m 0.00% Added +70.7k +70,735
33 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 98,00098.0k $1.9m $1.9m 0.00% Unchanged
34 INTEGRITY ALLIANCE, LLC. 0.10% of their portfolio Urbandale, IA 93,77293.8k $1.8m $1.8m 0.10% New
35 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 83,50783.5k $1.6m $1.6m 0.00% Added +5.2k +5,243
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 82,53482.5k $1.6m $1.6m 0.00% Added +66.3k +66,264
37 WBI INVESTMENTS, LLC 0.39% of their portfolio RED BANK, NJ 78,81378.8k $1.5m $1.5m 0.39% Reduced -5.6k -5,583
38 Sharkey, Howes & Javer 0.20% of their portfolio DENVER, CO 77,53977.5k $1.5m $1.5m 0.20% Reduced -8.1k -8,062
39 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 77,46577.5k $1.5m $1.5m 0.00% Added +7.1k +7,076
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 74,79874.8k $1.4m $1.4m 0.00% Added +162 +162
41 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 74,52574.5k $1.4m $1.4m 0.01% Added +35.6k +35,630
42 Simplicity Wealth,LLC 0.05% of their portfolio SUMMIT, NJ 68,04668.0k $1.3m $1.3m 0.05% Added +46.1k +46,057
43 FMR LLC 0.00% of their portfolio BOSTON, MA 67,49567.5k $1.3m $1.3m 0.00% Added +994 +994
44 OPTIMA CAPITAL LLC 0.69% of their portfolio PORTLAND, OR 67,24067.2k $1.3m $1.3m 0.69% Added +17.2k +17,250
45 McNamara Financial Services, Inc. 0.24% of their portfolio MARSHFIELD, MA 64,44464.4k $1.2m $1.2m 0.24% Added +536 +536
46 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 60,99361.0k $1.2m $1.2m 0.02% Reduced -11.1k -11,103
47 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 60,40960.4k $1.2m $1.2m 0.02% Reduced -5.9k -5,856
48 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 57,13457.1k $1.1m $1.1m 0.01% Added +384 +384
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 52,23252.2k $1.0m $1.0m 0.00% Added +26.0k +25,994
50 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 51,96952.0k $994.7k $994.7k 0.00% Added +2.4k +2,401
51 LANDMARK WEALTH MANAGEMENT, INC. 0.41% of their portfolio NORMAL, IL 50,50450.5k $966.6k $966.6k 0.41% Added +5.8k +5,811
52 Lynx Investment Advisory 0.60% of their portfolio WASHINGTON, DC, DC 47,72847.7k $913.5k $913.5k 0.60% Added +2.2k +2,175
53 Fermata Advisors, LLC 0.24% of their portfolio SONOMA, CA 47,16447.2k $902.7k $902.7k 0.24% Reduced -294.9k -294,875
54 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 44,53744.5k $852.4k $852.4k 0.01% Reduced -3.1k -3,126
55 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 43,97044.0k $841.6k $841.6k 0.02% Reduced -151 -151
56 CAPITAL WEALTH MANAGEMENT, LLC 0.31% of their portfolio W. WARWICK, RI 43,36043.4k $829.9k $829.9k 0.31% Reduced -4.1k -4,052
57 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 41,99942.0k $803.9k $803.9k 0.00% Added +274 +274
58 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 40,87840.9k $782.4k $782.4k 0.01% Added +15.8k +15,768
59 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 39,60439.6k $758.0k $758.0k 0.02% Added +3.3k +3,329
60 Maridea Wealth Management LLC 0.18% of their portfolio BROOKLYN, NY 37,06737.1k $709.5k $709.5k 0.18% Added +99 +99
61 Redwood Financial Network Corp 0.44% of their portfolio SOLON, OH 33,82433.8k $647.4k $647.4k 0.44% Reduced -64 -64
62 Comprehensive Money Management Services LLC 0.48% of their portfolio CORAL GABLES, FL 32,98733.0k $631.4k $631.4k 0.48% Reduced -3.0k -2,950
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 32,49132.5k $621.9k $621.9k 0.00% Reduced -24.0k -23,961
64 Signal Advisors Wealth, LLC 0.05% of their portfolio DETROIT, MI 31,16931.2k $596.6k $596.6k 0.05% Reduced -22.4k -22,405
65 NOVUS ADVISORS, LLC 0.86% of their portfolio GREENVILLE, SC 29,56929.6k $566.0k $566.0k 0.86% Reduced -1.4k -1,427
66 Breakwater Capital Group 0.08% of their portfolio PARAMUS, NJ 27,24227.2k $521.4k $521.4k 0.08% Added +12.2k +12,181
67 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 25,06625.1k $479.8k $479.8k 0.00% Added +8.8k +8,850
68 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 24,88624.9k $476.3k $476.3k 0.01% Added +2.8k +2,848
69 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 23,87023.9k $456.9k $456.9k 0.01% Reduced -3.1k -3,091
70 COMERICA BANK 0.00% of their portfolio DALLAS, TX 23,70823.7k $453.8k $453.8k 0.00% Reduced -981 -981
71 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 23,10123.1k $442.2k $442.2k 0.01% Added +1.1k +1,064
72 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 21,75521.8k $416.4k $416.4k 0.00% Added +18.3k +18,301
73 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 21,74321.7k $416.2k $416.2k 0.00% Reduced -9.8k -9,816
74 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 20,57220.6k $393.7k $393.7k 0.01% New
75 Lifeworks Advisors, LLC 0.06% of their portfolio GRAND RAPIDS, MI 20,12020.1k $385.1k $385.1k 0.06% Reduced -69 -69
76 Pallas Capital Advisors LLC 0.01% of their portfolio BRAINTREE, MA 20,02620.0k $383.3k $383.3k 0.01% Reduced -3.4k -3,398
77 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 19,40219.4k $371.4k $371.4k 0.01% First filing
78 Revisor Wealth Management LLC 0.13% of their portfolio AKRON, OH 18,88718.9k $359.8k $359.8k 0.13% Reduced -2.8k -2,756
79 Balboa Wealth Partners 0.07% of their portfolio SCOTTSDALE, AZ 18,50318.5k $354.1k $354.1k 0.07% Added +853 +853
80 Detalus Advisors, LLC 0.10% of their portfolio ST. LOUIS, MO 17,91217.9k $342.8k $342.8k 0.10% New
81 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 17,74717.7k $339.7k $339.7k 0.02% Added +7.3k +7,252
82 FSB PREMIER WEALTH MANAGEMENT, INC. 0.12% of their portfolio WATERLOO, IA 17,37617.4k $332.6k $332.6k 0.12% Reduced -58 -58
83 LOCKERMAN FINANCIAL GROUP, INC. 0.44% of their portfolio NEWPORT BEACH, CA 16,99917.0k $325.4k $325.4k 0.44% Added +1.3k +1,331
84 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 16,20316.2k $310.1k $310.1k 0.01% Reduced -351 -351
85 BLODGETT WEALTH ADVISORS, LLC 0.24% of their portfolio CONCORD, CA 16,02216.0k $306.7k $306.7k 0.24% Reduced -188 -188
86 CANANDAIGUA NATIONAL BANK & TRUST CO 0.02% of their portfolio CANANDAIGUA, NY 13,95013.9k $267.0k $267.0k 0.02% Unchanged
87 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,76813.8k $263.5k $263.5k 0.00% Added +853 +853
88 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 13,75913.8k $263.3k $263.3k 0.00% Added +258 +258
89 PMG Wealth Management, Inc. 0.21% of their portfolio Hawthorn Woods, IL 13,22713.2k $252.2k $252.2k 0.21% Reduced -5.6k -5,556
90 Accelerate Investment Advisors LLC 0.19% of their portfolio ALISO VIEJO, CA 13,03013.0k $249.4k $249.4k 0.19% Reduced -159 -159
91 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,59212.6k $239.6k $239.6k 0.00% Reduced -2.6k -2,646
92 Main Street Group, LTD 0.08% of their portfolio GLEN ALLEN, VA 12,57412.6k $240.7k $240.7k 0.08% Unchanged
93 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 11,49711.5k $220.1k $220.1k 0.01% New
94 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 10,97611.0k $210.0k $210.0k 0.01% New
95 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 10,92210.9k $209.0k $209.0k 0.01% Added +766 +766
96 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 10,84310.8k $207.5k $207.5k 0.01% Added +239 +239
97 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,79910.8k $207.0k $207.0k 0.00% Reduced -281 -281
98 IAMS WEALTH MANAGEMENT, LLC 0.09% of their portfolio OMAHA, NE 10,45010.4k $200.0k $200.0k 0.09% New
99 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,35710.4k $198.2k $198.2k 0.00% Added +4.0k +4,000
100 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 10,30810.3k $197.3k $197.3k 0.00% New