Vault-13

SPDR SER TR TIPX

BLOOMBERG 1 10 Y · ETP · CUSIP 78468R861

141 institutional holders +7 vs Q3 2025
71,280,04271.3m shares reported held*
$1.4bnreported value*
19 new 57 added 42 reduced 19 sold out net bought ≈ $39.6m (+2.1m 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 ($2.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.08.

Trends to Q4 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: 134Q4 25: 141141Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025141

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 73 bought or addedQ3 25: 60 cut or sold outQ4 25: 76 bought or addedQ4 25: 61 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20245496
Q2 20246171
Q3 20245568
Q4 20246459
Q1 20257659
Q2 20257161
Q3 20257360
Q4 20257661

Biggest buyers

STATE STREET CORP Added +2,231,794+2.2m
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +288,271+288.3k
ST GERMAIN D J CO INC Added +169,271+169.3k
GOLDMAN SACHS GROUP INC Added +120,184+120.2k
Rockefeller Capital Management L.P. Added +113,948+113.9k
Hibernia Wealth Partners, LLC Added +90,884+90.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +83,728+83.7k
PARTNERS CAPITAL INVESTMENT GROUP, LLP New +72,114+72.1k
LPL Financial LLC Added +71,359+71.4k
Concurrent Investment Advisors, LLC New +61,969+62.0k

Biggest sellers

AllGen Financial Advisors, Inc. Sold out -423,733-423.7k
Elevation Capital Advisory, LLC Sold out -322,961-323.0k
Aspire Private Capital, LLC Reduced -283,743-283.7k
Sonoma Allocations LLC Reduced -144,124-144.1k
SILVER OAK SECURITIES, INCORPORATED Sold out -113,204-113.2k
INTEGRITY ALLIANCE, LLC. Sold out -93,848-93.8k
JPMORGAN CHASE & CO Reduced -72,309-72.3k
CITADEL ADVISORS LLC Sold out -63,231-63.2k
OSAIC HOLDINGS, INC. Reduced -61,656-61.7k
FMR LLC Reduced -61,145-61.1k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.04% of their portfolio BOSTON, MA 55,696,11555.7m $1.1bn $1.1bn 0.04% Added +2.2m +2,231,794
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 2,569,3852.6m $49.0m $49.0m 0.01% Added +71.4k +71,359
3 ST GERMAIN D J CO INC 1.08% of their portfolio SPRINGFIELD, MA 1,464,1071.5m $27.9m $27.9m 1.08% Added +169.3k +169,271
4 Brio Consultants, LLC 2.35% of their portfolio SAN FRANCISCO, CA 946,670946.7k $18.1m $18.1m 2.35% Added +58.1k +58,106
5 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 865,524865.5k $16.5m $16.5m 0.00% Added +120.2k +120,184
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 727,265727.3k $13.9m $13.9m 0.00% Reduced -21.4k -21,370
7 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 683,430683.4k $13.0m $13.0m 0.05% Added +22.4k +22,421
8 Security National Bank 1.73% of their portfolio OMAHA, NE 633,464633.5k $12.1m $12.1m 1.73% Added +21.7k +21,675
9 Treasure Coast Financial Planning 5.72% of their portfolio VERO BEACH, FL 563,890563.9k $10.8m $10.8m 5.72% Added +32.2k +32,211
10 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 331,994332.0k $6.3m $6.3m 0.01% Reduced -4.2k -4,211
11 Alesco Advisors, LLC, An ESL Co 0.16% of their portfolio Pittsford, NY 314,434314.4k $6.0m $6.0m 0.16% Reduced -447 -447
12 Aspire Private Capital, LLC 1.33% of their portfolio Cornelius, NC 314,398314.4k $6.0m $6.0m 1.33% Reduced -283.7k -283,743
13 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 288,271288.3k $5.5m $5.5m 0.00% New
14 Continuum Advisory, LLC 0.55% of their portfolio EAGLE, ID 287,237287.2k $5.5m $5.5m 0.55% Added +20.4k +20,411
15 Sonoma Allocations LLC 1.50% of their portfolio SANTA ROSA, CA 235,287235.3k $4.5m $4.5m 1.50% Reduced -144.1k -144,124
16 Austin Private Wealth, LLC 0.34% of their portfolio Austin, TX 234,456234.5k $4.5m $4.5m 0.34% Added +29.3k +29,305
17 Pinnacle Wealth Planning Services, Inc. 0.47% of their portfolio MANSFIELD, OH 234,285234.3k $4.5m $4.5m 0.47% Added +6.9k +6,914
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 227,077227.1k $4.3m $4.3m 0.00% Added +32.7k +32,668
19 Sovran Advisors, LLC 0.33% of their portfolio SAN DIEGO, CA 200,449200.4k $3.8m $3.8m 0.33% Reduced -2.1k -2,060
20 Hibernia Wealth Partners, LLC 1.02% of their portfolio BATON ROUGE, LA 177,310177.3k $3.4m $3.4m 1.02% Added +90.9k +90,884
21 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 171,921171.9k $3.3m $3.3m 0.01% Added +8.1k +8,117
22 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 157,064157.1k $3.0m $3.0m 0.00% Added +52.5k +52,486
23 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 152,343152.3k $2.9m $2.9m 0.00% Added +6.8k +6,816
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 150,075150.1k $2.9m $2.9m 0.00% Reduced -10.0k -9,968
25 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 136,638136.6k $2.6m $2.6m 0.06% Reduced -5.1k -5,149
26 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 132,175132.2k $2.5m $2.5m 0.00% Added +113.9k +113,948
27 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 125,491125.5k $2.4m $2.4m 0.02% Added +4.5k +4,483
28 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 120,907120.9k $2.3m $2.3m 0.03% Added +52.9k +52,940
29 Intrua Financial, LLC 0.25% of their portfolio Houston, TX 120,891120.9k $2.3m $2.3m 0.25% Reduced -2.2k -2,162
30 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 120,335120.3k $2.3m $2.3m 0.00% Reduced -19.4k -19,381
31 Raleigh Capital Management Inc. 0.80% of their portfolio CARY, NC 116,170116.2k $2.2m $2.2m 0.80% Added +5.5k +5,493
32 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 115,914115.9k $2.2m $2.2m 0.00% Added +25.5k +25,538
33 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 113,932113.9k $2.2m $2.2m 0.01% Added +3.5k +3,533
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 106,812106.8k $2.0m $2.0m 0.00% Added +83.7k +83,728
35 Good Harbor Advisors, Inc. 2.26% of their portfolio Gloucester, MA 101,987102.0k $1.9m $1.9m 2.26% First filing
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 91,05091.0k $1.7m $1.7m 0.00% Added +18.1k +18,118
37 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 87,00087.0k $1.7m $1.7m 0.00% Reduced -11.0k -11,000
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 76,03176.0k $1.5m $1.5m 0.00% Reduced -72.3k -72,309
39 LANDMARK WEALTH MANAGEMENT, INC. 0.53% of their portfolio NORMAL, IL 73,77573.8k $1.4m $1.4m 0.53% Added +17.8k +17,770
40 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.05% of their portfolio BOSTON, MA 72,11472.1k $1.4m $1.4m 0.05% New
41 McNamara Financial Services, Inc. 0.25% of their portfolio MARSHFIELD, MA 69,92369.9k $1.3m $1.3m 0.25% Added +2.7k +2,685
42 Sharkey, Howes & Javer 0.16% of their portfolio DENVER, CO 66,34966.3k $1.3m $1.3m 0.16% Reduced -6.9k -6,935
43 WBI INVESTMENTS, LLC 0.32% of their portfolio RED BANK, NJ 64,85564.9k $1.2m $1.2m 0.32% Reduced -8.7k -8,671
44 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 61,96962.0k $1.2m $1.2m 0.01% New
45 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 60,80060.8k $1.2m $1.2m 0.01% Reduced -7.6k -7,617
46 Lynx Investment Advisory 0.62% of their portfolio WASHINGTON, DC, DC 59,48759.5k $1.1m $1.1m 0.62% Reduced -1.5k -1,530
47 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 58,71458.7k $1.1m $1.1m 0.00% New
48 CAPITAL WEALTH MANAGEMENT, LLC 0.35% of their portfolio W. WARWICK, RI 57,23257.2k $1.1m $1.1m 0.35% Added +12.0k +12,035
49 Capital Investment Management, Inc. 0.37% of their portfolio LEES SUMMIT, MO 55,84055.8k $1.1m $1.1m 0.37% First filing
50 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 55,78155.8k $1.1m $1.1m 0.00% Added +624 +624
51 Financial & Tax Architects, LLC 0.24% of their portfolio ST LOUIS, MO 55,61855.6k $1.1m $1.1m 0.24% Added +10.9k +10,923
52 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 54,96255.0k $1.0m $1.0m 0.01% Added +607 +607
53 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 51,12251.1k $975.4k $975.4k 0.02% Added +9.8k +9,844
54 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 49,32549.3k $941.1k $941.1k 0.02% New
55 Nest Investments, LLC 0.78% of their portfolio CONSHOHOCKEN, PA 49,00849.0k $935.1k $935.1k 0.78% First filing
56 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 45,28245.3k $864.0k $864.0k 0.00% Reduced -1.3k -1,279
57 Simplicity Wealth,LLC 0.05% of their portfolio SUMMIT, NJ 44,26044.3k $844.5k $844.5k 0.05% Added +3.5k +3,505
58 Maridea Wealth Management LLC 0.12% of their portfolio BROOKLYN, NY 41,57041.6k $793.2k $793.2k 0.12% Reduced -526 -526
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 40,37340.4k $770.0k $770.0k 0.00% Added +8.5k +8,487
60 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 37,12537.1k $708.4k $708.4k 0.01% Reduced -7.8k -7,804
61 Breakwater Capital Group 0.10% of their portfolio PARAMUS, NJ 36,06736.1k $688.2k $688.2k 0.10% Added +692 +692
62 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 34,84634.8k $664.9k $664.9k 0.01% Added +1.1k +1,107
63 Comprehensive Money Management Services LLC 0.43% of their portfolio CORAL GABLES, FL 32,81732.8k $626.1k $626.1k 0.43% Unchanged
64 NOVUS ADVISORS, LLC 1.38% of their portfolio GREENVILLE, SC 32,35332.4k $617.3k $617.3k 1.38% Added +1.7k +1,683
65 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 31,87531.9k $608.2k $608.2k 0.01% Added +3.1k +3,140
66 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 31,69431.7k $604.8k $604.8k 0.00% Reduced -61.7k -61,656
67 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 31,44531.4k $600.0k $600.0k 0.04% Added +2.2k +2,184
68 Redwood Financial Network Corp 0.38% of their portfolio SOLON, OH 30,90430.9k $589.6k $589.6k 0.38% Reduced -1.2k -1,194
69 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 27,42327.4k $523.2k $523.2k 0.00% Added +2.4k +2,369
70 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,53125.5k $487.1k $487.1k 0.00% Added +11.0k +10,987
71 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 25,29025.3k $482.5k $482.5k 0.00% Reduced -4.2k -4,210
72 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 23,88023.9k $455.6k $455.6k 0.01% Added +2.5k +2,454
73 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 23,28823.3k $444.3k $444.3k 0.00% Reduced -2.0k -2,036
74 Signal Advisors Wealth, LLC 0.03% of their portfolio DETROIT, MI 23,06123.1k $440.0k $440.0k 0.03% Added +544 +544
75 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 22,06022.1k $420.9k $420.9k 0.01% Reduced -54 -54
76 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 21,57321.6k $411.6k $411.6k 0.02% New
77 COMERICA BANK 0.00% of their portfolio DALLAS, TX 21,09621.1k $402.5k $402.5k 0.00% Reduced -691 -691
78 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 20,57220.6k $392.5k $392.5k 0.01% Unchanged
79 Pallas Capital Advisors LLC 0.01% of their portfolio BRAINTREE, MA 20,02620.0k $382.1k $382.1k 0.01% Unchanged
80 Lifeworks Advisors, LLC 0.05% of their portfolio GRAND RAPIDS, MI 19,38219.4k $369.8k $369.8k 0.05% Reduced -604 -604
81 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 19,30519.3k $368.3k $368.3k 0.00% Reduced -25.0k -24,977
82 Balboa Wealth Partners 0.06% of their portfolio SCOTTSDALE, AZ 19,29719.3k $368.2k $368.2k 0.06% Added +535 +535
83 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 19,18519.2k $366.1k $366.1k 0.00% Reduced -15.2k -15,166
84 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 18,88618.9k $360.3k $360.3k 0.01% Added +1.7k +1,716
85 LOCKERMAN FINANCIAL GROUP, INC. 0.65% of their portfolio NEWPORT BEACH, CA 17,85017.9k $340.6k $340.6k 0.65% Added +698 +698
86 FSB PREMIER WEALTH MANAGEMENT, INC. 0.10% of their portfolio WATERLOO, IA 16,98217.0k $324.0k $324.0k 0.10% Added +241 +241
87 Hyundai Investments Co., Ltd. 0.31% of their portfolio YEONGDEUNGPO-GU, SEOUL, M5 16,38416.4k $313.1k $313.1k 0.31% New
88 Valtinson Bruner Financial Planning LLC 0.09% of their portfolio NEW BRIGHTON, MN 15,79315.8k $301.3k $301.3k 0.09% New
89 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 15,38315.4k $293.5k $293.5k 0.01% New
90 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 15,29715.3k $291.9k $291.9k 0.01% Reduced -709 -709
91 Legacy Wealth Partners, LLC 0.08% of their portfolio Lakewood, CO 15,25315.3k $291.0k $291.0k 0.08% First filing
92 Midwest Financial Network, LLC 0.21% of their portfolio TINLEY PARK, IL 14,56614.6k $277.9k $277.9k 0.21% New
93 BLODGETT WEALTH ADVISORS, LLC 0.19% of their portfolio CONCORD, CA 14,14414.1k $269.9k $269.9k 0.19% Reduced -1.9k -1,878
94 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 14,04714.0k $268.0k $268.0k 0.00% Added +1.2k +1,188
95 CANANDAIGUA NATIONAL BANK & TRUST CO 0.02% of their portfolio CANANDAIGUA, NY 13,95013.9k $266.2k $266.2k 0.02% Unchanged
96 RCW Management, LLC 0.27% of their portfolio JACKSONVILLE, FL 13,79813.8k $263.3k $263.3k 0.27% First filing
97 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 13,03513.0k $248.7k $248.7k 0.01% New
98 PCB Capital LLC 0.39% of their portfolio EAST BRUNSWICK, NJ 12,80212.8k $244.3k $244.3k 0.39% First filing
99 Accelerate Investment Advisors LLC 0.16% of their portfolio ALISO VIEJO, CA 12,73212.7k $242.9k $242.9k 0.16% Reduced -165 -165
100 Main Street Group, LTD 0.08% of their portfolio GLEN ALLEN, VA 12,57412.6k $239.9k $239.9k 0.08% Unchanged