Vault-13

SPDR SER TR TIPX

BLOOMBERG 1 10 Y · ETP · CUSIP 78468R861

134 institutional holders +0 vs Q2 2025
69,002,99469.0m shares reported held*
$1.3bnreported value*
17 new 56 added 45 reduced 15 sold out net bought ≈ $36.2m (+1.9m 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 ($2.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.29.

Trends to Q3 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: 134Q3 25: 134134Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025134

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 59 bought or addedQ4 23: 86 cut or sold outQ1 24: 54 bought or addedQ1 24: 96 cut or sold outQ1 24Q2 24: 61 bought or addedQ2 24: 71 cut or sold outQ3 24: 55 bought or addedQ3 24: 68 cut or sold outQ3 24Q4 24: 64 bought or addedQ4 24: 59 cut or sold outQ1 25: 76 bought or addedQ1 25: 59 cut or sold outQ1 25Q2 25: 71 bought or addedQ2 25: 61 cut or sold outQ3 25: 73 bought or addedQ3 25: 60 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20235986
Q1 20245496
Q2 20246171
Q3 20245568
Q4 20246459
Q1 20257659
Q2 20257161
Q3 20257360

Biggest buyers

STATE STREET CORP Added +1,512,836+1.5m
Aspire Private Capital, LLC Added +302,673+302.7k
LPL Financial LLC Added +139,458+139.5k
Intrua Financial, LLC New +123,053+123.1k
SILVER OAK SECURITIES, INCORPORATED New +113,204+113.2k
Treasure Coast Financial Planning Added +79,553+79.6k
JPMORGAN CHASE & CO Added +73,542+73.5k
ST GERMAIN D J CO INC Added +64,514+64.5k
CITADEL ADVISORS LLC New +63,231+63.2k
ENVESTNET ASSET MANAGEMENT INC Added +54,640+54.6k

Biggest sellers

Efficient Advisors, LLC Sold out -210,632-210.6k
GeoWealth Management, LLC Reduced -125,859-125.9k
Stratos Wealth Partners, LTD. Reduced -98,482-98.5k
Hibernia Wealth Partners, LLC Reduced -88,666-88.7k
AllGen Financial Advisors, Inc. Reduced -78,546-78.5k
Elevation Capital Advisory, LLC Reduced -55,448-55.4k
Fermata Advisors, LLC Sold out -47,164-47.2k
Beacon Pointe Advisors, LLC Sold out -44,537-44.5k
BANK OF AMERICA CORP /DE/ Reduced -42,139-42.1k
Continuum Advisory, LLC Reduced -41,082-41.1k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.04% of their portfolio BOSTON, MA 53,464,32153.5m $1.0bn $1.0bn 0.04% Added +1.5m +1,512,836
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 2,498,0262.5m $48.2m $48.2m 0.01% Added +139.5k +139,458
3 ST GERMAIN D J CO INC 1.00% of their portfolio SPRINGFIELD, MA 1,294,8361.3m $25.0m $25.0m 1.00% Added +64.5k +64,514
4 Brio Consultants, LLC 2.36% of their portfolio SAN FRANCISCO, CA 888,564888.6k $17.1m $17.1m 2.36% Added +23.6k +23,642
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 748,635748.6k $14.4m $14.4m 0.00% Added +54.6k +54,640
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 745,340745.3k $14.4m $14.4m 0.00% Unchanged
7 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 661,009661.0k $12.8m $12.8m 0.05% Added +23.7k +23,730
8 Security National Bank 1.81% of their portfolio OMAHA, NE 611,789611.8k $11.8m $11.8m 1.81% Added +11.0k +10,966
9 Aspire Private Capital, LLC 1.30% of their portfolio Cornelius, NC 598,141598.1k $11.5m $11.5m 1.30% Added +302.7k +302,673
10 Treasure Coast Financial Planning 5.72% of their portfolio VERO BEACH, FL 531,679531.7k $10.3m $10.3m 5.72% Added +79.6k +79,553
11 AllGen Financial Advisors, Inc. 2.01% of their portfolio ORLANDO, FL 423,733423.7k $8.2m $8.2m 2.01% Reduced -78.5k -78,546
12 Sonoma Allocations LLC 2.67% of their portfolio SANTA ROSA, CA 379,411379.4k $7.3m $7.3m 2.67% First filing
13 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 336,205336.2k $6.5m $6.5m 0.01% Added +5.6k +5,585
14 Elevation Capital Advisory, LLC 2.49% of their portfolio BEND, OR 322,961323.0k $6.2m $6.2m 2.49% Reduced -55.4k -55,448
15 Alesco Advisors, LLC, An ESL Co 0.16% of their portfolio Pittsford, NY 314,881314.9k $6.1m $6.1m 0.16% Reduced -4.1k -4,100
16 Continuum Advisory, LLC 0.54% of their portfolio EAGLE, ID 266,826266.8k $5.1m $5.1m 0.54% Reduced -41.1k -41,082
17 Pinnacle Wealth Planning Services, Inc. 0.51% of their portfolio MANSFIELD, OH 227,371227.4k $4.4m $4.4m 0.51% Reduced -3.5k -3,513
18 Austin Private Wealth, LLC 0.30% of their portfolio Austin, TX 205,151205.2k $4.0m $4.0m 0.30% Added +16.2k +16,188
19 Sovran Advisors, LLC 0.34% of their portfolio SAN DIEGO, CA 202,509202.5k $3.9m $3.9m 0.34% Added +2.2k +2,220
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 194,409194.4k $3.8m $3.8m 0.00% Reduced -42.1k -42,139
21 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 163,804163.8k $3.2m $3.2m 0.01% Added +6.7k +6,653
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 160,043160.0k $3.1m $3.1m 0.00% Added +1.3k +1,258
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 148,340148.3k $2.9m $2.9m 0.00% Added +73.5k +73,542
24 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 145,527145.5k $2.8m $2.8m 0.00% Added +18.9k +18,873
25 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 141,787141.8k $2.7m $2.7m 0.06% Reduced -339 -339
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 139,716139.7k $2.7m $2.7m 0.00% Added +9.6k +9,595
27 Intrua Financial, LLC 0.28% of their portfolio Houston, TX 123,053123.1k $2.4m $2.4m 0.28% New
28 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 121,008121.0k $2.3m $2.3m 0.02% Reduced -1.6k -1,586
29 SILVER OAK SECURITIES, INCORPORATED 0.16% of their portfolio JACKSON, TN 113,204113.2k $2.2m $2.2m 0.16% New
30 Raleigh Capital Management Inc. 0.81% of their portfolio CARY, NC 110,677110.7k $2.1m $2.1m 0.81% Added +7.2k +7,244
31 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 110,399110.4k $2.1m $2.1m 0.01% Added +936 +936
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 104,578104.6k $2.0m $2.0m 0.00% Added +5.7k +5,696
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. 0.09% of their portfolio Urbandale, IA 93,84893.8k $1.8m $1.8m 0.09% Added +76 +76
35 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 93,35093.3k $1.8m $1.8m 0.00% Added +10.8k +10,816
36 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 90,37690.4k $1.7m $1.7m 0.00% Added +12.9k +12,911
37 Hibernia Wealth Partners, LLC 1.07% of their portfolio BATON ROUGE, LA 86,42686.4k $1.7m $1.7m 1.07% Reduced -88.7k -88,666
38 WBI INVESTMENTS, LLC 0.36% of their portfolio RED BANK, NJ 73,52673.5k $1.4m $1.4m 0.36% Reduced -5.3k -5,287
39 Sharkey, Howes & Javer 0.18% of their portfolio DENVER, CO 73,28473.3k $1.4m $1.4m 0.18% Reduced -4.3k -4,255
40 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 72,93272.9k $1.4m $1.4m 0.00% Reduced -10.6k -10,575
41 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 68,41768.4k $1.3m $1.3m 0.01% Reduced -6.1k -6,108
42 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 67,96768.0k $1.3m $1.3m 0.02% Added +7.0k +6,974
43 OPTIMA CAPITAL LLC 0.63% of their portfolio PORTLAND, OR 67,52167.5k $1.3m $1.3m 0.63% Added +281 +281
44 McNamara Financial Services, Inc. 0.24% of their portfolio MARSHFIELD, MA 67,23867.2k $1.3m $1.3m 0.24% Added +2.8k +2,794
45 FMR LLC 0.00% of their portfolio BOSTON, MA 66,73166.7k $1.3m $1.3m 0.00% Reduced -764 -764
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 63,23163.2k $1.2m $1.2m 0.00% New
47 Lynx Investment Advisory 0.70% of their portfolio WASHINGTON, DC, DC 61,01761.0k $1.2m $1.2m 0.70% Added +13.3k +13,289
48 LANDMARK WEALTH MANAGEMENT, INC. 0.42% of their portfolio NORMAL, IL 56,00556.0k $1.1m $1.1m 0.42% Added +5.5k +5,501
49 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 55,15755.2k $1.1m $1.1m 0.00% Added +3.2k +3,188
50 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 54,35554.4k $1.0m $1.0m 0.01% Reduced -2.8k -2,779
51 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 46,56146.6k $898.2k $898.2k 0.00% Added +4.6k +4,562
52 CAPITAL WEALTH MANAGEMENT, LLC 0.30% of their portfolio W. WARWICK, RI 45,19745.2k $871.9k $871.9k 0.30% Added +1.8k +1,837
53 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 44,92944.9k $866.7k $866.7k 0.01% Reduced -15.5k -15,480
54 Financial & Tax Architects, LLC 0.19% of their portfolio ST LOUIS, MO 44,69544.7k $862.2k $862.2k 0.19% New
55 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 44,28244.3k $854.2k $854.2k 0.01% Added +3.4k +3,404
56 Maridea Wealth Management LLC 0.13% of their portfolio BROOKLYN, NY 42,09642.1k $812.9k $812.9k 0.13% Added +5.0k +5,029
57 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 41,27841.3k $796.3k $796.3k 0.02% Added +1.7k +1,674
58 Simplicity Wealth,LLC 0.05% of their portfolio SUMMIT, NJ 40,75540.8k $786.2k $786.2k 0.05% Reduced -27.3k -27,291
59 Breakwater Capital Group 0.10% of their portfolio PARAMUS, NJ 35,37535.4k $682.4k $682.4k 0.10% Added +8.1k +8,133
60 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 34,35134.4k $662.6k $662.6k 0.01% Reduced -98.5k -98,482
61 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 33,73933.7k $650.8k $650.8k 0.01% Reduced -10.2k -10,231
62 Comprehensive Money Management Services LLC 0.45% of their portfolio CORAL GABLES, FL 32,81732.8k $633.0k $633.0k 0.45% Reduced -170 -170
63 Redwood Financial Network Corp 0.39% of their portfolio SOLON, OH 32,09832.1k $619.2k $619.2k 0.39% Reduced -1.7k -1,726
64 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,88631.9k $615.0k $615.0k 0.00% Reduced -20.3k -20,346
65 NOVUS ADVISORS, LLC 1.36% of their portfolio GREENVILLE, SC 30,67030.7k $591.6k $591.6k 1.36% Added +1.1k +1,101
66 Retireful, LLC 0.56% of their portfolio HASLETT, MI 30,20630.2k $582.7k $582.7k 0.56% New
67 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 29,50029.5k $567.8k $567.8k 0.00% Added +15.7k +15,732
68 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 29,26129.3k $564.4k $564.4k 0.04% Added +11.5k +11,514
69 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 28,73528.7k $554.3k $554.3k 0.01% Added +3.8k +3,849
70 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 25,32425.3k $488.5k $488.5k 0.00% Added +3.6k +3,581
71 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 25,05425.1k $483.3k $483.3k 0.00% Reduced -12 -12
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,08423.1k $445.3k $445.3k 0.00% Reduced -9.4k -9,407
73 Signal Advisors Wealth, LLC 0.04% of their portfolio DETROIT, MI 22,51722.5k $434.4k $434.4k 0.04% Reduced -8.7k -8,652
74 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 22,11422.1k $426.6k $426.6k 0.01% Reduced -987 -987
75 COMERICA BANK 0.00% of their portfolio DALLAS, TX 21,78721.8k $420.3k $420.3k 0.00% Reduced -1.9k -1,921
76 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 21,42621.4k $413.3k $413.3k 0.01% Added +2.0k +2,024
77 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 20,57220.6k $396.8k $396.8k 0.01% Unchanged
78 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 20,29320.3k $391.5k $391.5k 0.01% Reduced -3.6k -3,577
79 Pallas Capital Advisors LLC 0.01% of their portfolio BRAINTREE, MA 20,02620.0k $386.3k $386.3k 0.01% Unchanged
80 Lifeworks Advisors, LLC 0.05% of their portfolio GRAND RAPIDS, MI 19,98620.0k $385.5k $385.5k 0.05% Reduced -134 -134
81 Balboa Wealth Partners 0.06% of their portfolio SCOTTSDALE, AZ 18,76218.8k $361.9k $361.9k 0.06% Added +259 +259
82 Revisor Wealth Management LLC 0.12% of their portfolio AKRON, OH 18,57018.6k $357.5k $357.5k 0.12% Reduced -317 -317
83 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 18,22718.2k $351.6k $351.6k 0.00% New
84 Detalus Advisors, LLC 0.09% of their portfolio ST. LOUIS, MO 17,82017.8k $343.7k $343.7k 0.09% Reduced -92 -92
85 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 17,17017.2k $331.2k $331.2k 0.01% Added +5.7k +5,673
86 LOCKERMAN FINANCIAL GROUP, INC. 0.42% of their portfolio NEWPORT BEACH, CA 17,15217.2k $330.9k $330.9k 0.42% Added +153 +153
87 FSB PREMIER WEALTH MANAGEMENT, INC. 0.11% of their portfolio WATERLOO, IA 16,74116.7k $322.9k $322.9k 0.11% Reduced -635 -635
88 BLODGETT WEALTH ADVISORS, LLC 0.21% of their portfolio CONCORD, CA 16,02216.0k $309.1k $309.1k 0.21% Unchanged
89 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 16,00616.0k $308.8k $308.8k 0.01% Reduced -197 -197
90 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,54414.5k $280.5k $280.5k 0.00% New
91 CANANDAIGUA NATIONAL BANK & TRUST CO 0.02% of their portfolio CANANDAIGUA, NY 13,95013.9k $269.1k $269.1k 0.02% Unchanged
92 PMG Wealth Management, Inc. 0.19% of their portfolio Hawthorn Woods, IL 13,22713.2k $255.0k $255.0k 0.19% Unchanged
93 Accelerate Investment Advisors LLC 0.17% of their portfolio ALISO VIEJO, CA 12,89712.9k $248.8k $248.8k 0.17% Reduced -133 -133
94 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 12,85912.9k $248.1k $248.1k 0.00% Reduced -900 -900
95 Main Street Group, LTD 0.07% of their portfolio GLEN ALLEN, VA 12,57412.6k $242.6k $242.6k 0.07% Unchanged
96 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 11,91011.9k $229.7k $229.7k 0.01% Added +1.1k +1,067
97 Running Point Capital Advisors, LLC 0.06% of their portfolio EL SEGUNDO, CA 10,68710.7k $206.2k $206.2k 0.06% Added +4.5k +4,478
98 IAMS WEALTH MANAGEMENT, LLC 0.08% of their portfolio OMAHA, NE 10,26910.3k $198.1k $198.1k 0.08% Reduced -181 -181
99 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 10,00010.0k $192.9k $192.9k 0.00% New
100 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 9,4819.5k $182.9k $182.9k 0.01% Reduced -125.9k -125,859