Vault-13

SPDR SER TR TIPX

BLOOMBERG 1 10 Y · ETP · CUSIP 78468R861

142 institutional holders +1 vs Q4 2025
84,448,85384.4m shares reported held*
$1.6bnreported value*
24 new 67 added 35 reduced 20 sold out net bought ≈ $318.9m (+16.6m 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 ($65.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.35.

Trends to Q1 2026

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: 141Q1 26: 142142Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026142

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 76 bought or addedQ4 25: 61 cut or sold outQ1 26: 91 bought or addedQ1 26: 55 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246171
Q3 20245568
Q4 20246459
Q1 20257659
Q2 20257161
Q3 20257360
Q4 20257661
Q1 20269155

Biggest buyers

UBS Group AG Added +14,394,387+14.4m
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +3,122,506+3.1m
BANK OF AMERICA CORP /DE/ Added +760,257+760.3k
Cerity Partners LLC New +266,932+266.9k
McIlrath & Eck, LLC New +240,061+240.1k
MORGAN STANLEY Added +238,356+238.4k
LPL Financial LLC Added +215,509+215.5k
Peak Retirement Planning, Inc. New +190,121+190.1k
ENVESTNET ASSET MANAGEMENT INC Added +186,266+186.3k
ST GERMAIN D J CO INC Added +122,801+122.8k

Biggest sellers

STATE STREET CORP Reduced -2,561,982-2.6m
GOLDMAN SACHS GROUP INC Reduced -831,235-831.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -106,812-106.8k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Sold out -87,000-87.0k
JANE STREET GROUP, LLC Sold out -58,714-58.7k
Tower Research Capital LLC (TRC) Sold out -49,325-49.3k
WBI INVESTMENTS, LLC Reduced -47,578-47.6k
Sonoma Allocations LLC Reduced -34,503-34.5k
Treasure Coast Financial Planning Reduced -32,123-32.1k
Redwood Financial Network Corp Sold out -30,904-30.9k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.04% of their portfolio BOSTON, MA 53,134,13353.1m $1.0bn $1.0bn 0.04% Reduced -2.6m -2,561,982
2 UBS Group AG 0.05% of their portfolio ZURICH, V8 14,544,46214.5m $279.1m $279.1m 0.05% Added +14.4m +14,394,387
3 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 3,410,7773.4m $65.5m $65.5m 0.01% Added +3.1m +3,122,506
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 2,784,8942.8m $53.4m $53.4m 0.01% Added +215.5k +215,509
5 ST GERMAIN D J CO INC 1.21% of their portfolio SPRINGFIELD, MA 1,586,9081.6m $30.5m $30.5m 1.21% Added +122.8k +122,801
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 987,334987.3k $18.9m $18.9m 0.00% Added +760.3k +760,257
7 Brio Consultants, LLC 2.32% of their portfolio SAN FRANCISCO, CA 985,292985.3k $18.9m $18.9m 2.32% Added +38.6k +38,622
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 913,531913.5k $17.5m $17.5m 0.00% Added +186.3k +186,266
9 Envestnet Portfolio Solutions, Inc. 0.08% of their portfolio BERWYN, PA 765,915765.9k $14.7m $14.7m 0.08% Added +82.5k +82,485
10 Security National Bank 1.81% of their portfolio OMAHA, NE 648,656648.7k $12.4m $12.4m 1.81% Added +15.2k +15,192
11 Treasure Coast Financial Planning 5.25% of their portfolio VERO BEACH, FL 531,767531.8k $10.2m $10.2m 5.25% Reduced -32.1k -32,123
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 358,691358.7k $6.9m $6.9m 0.00% Added +238.4k +238,356
13 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 328,181328.2k $6.3m $6.3m 0.01% Reduced -3.8k -3,813
14 Aspire Private Capital, LLC 1.39% of their portfolio Cornelius, NC 321,985322.0k $6.2m $6.2m 1.39% Added +7.6k +7,587
15 Continuum Advisory, LLC 0.57% of their portfolio EAGLE, ID 306,945306.9k $5.9m $5.9m 0.57% Added +19.7k +19,708
16 Alesco Advisors, LLC, An ESL Co 0.15% of their portfolio Pittsford, NY 297,784297.8k $5.7m $5.7m 0.15% Reduced -16.6k -16,650
17 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 266,932266.9k $5.1m $5.1m 0.01% New
18 McIlrath & Eck, LLC 0.34% of their portfolio ARLINGTON, WA 240,061240.1k $4.6m $4.6m 0.34% New
19 Pinnacle Wealth Planning Services, Inc. 0.46% of their portfolio MANSFIELD, OH 233,915233.9k $4.5m $4.5m 0.46% Reduced -370 -370
20 Sonoma Allocations LLC 1.33% of their portfolio SANTA ROSA, CA 200,784200.8k $3.9m $3.9m 1.33% Reduced -34.5k -34,503
21 Sovran Advisors, LLC 0.30% of their portfolio SAN DIEGO, CA 196,875196.9k $3.8m $3.8m 0.30% Reduced -3.6k -3,574
22 Peak Retirement Planning, Inc. 3.51% of their portfolio COLUMBUS, OH 190,121190.1k $17.6m $17.6m 3.51% New
23 Hibernia Wealth Partners, LLC 1.04% of their portfolio BATON ROUGE, LA 182,867182.9k $3.5m $3.5m 1.04% Added +5.6k +5,557
24 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 174,104174.1k $3.3m $3.3m 0.01% Added +2.2k +2,183
25 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 167,820167.8k $3.2m $3.2m 0.00% Added +10.8k +10,756
26 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 166,047166.0k $3.2m $3.2m 0.00% Added +13.7k +13,704
27 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 162,973163.0k $3.1m $3.1m 0.04% Added +42.1k +42,066
28 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 142,185142.2k $2.7m $2.7m 0.00% Added +10.0k +10,010
29 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 137,531137.5k $2.6m $2.6m 0.06% Added +893 +893
30 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 129,962130.0k $2.5m $2.5m 0.02% Added +4.5k +4,471
31 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 123,022123.0k $2.4m $2.4m 0.01% Added +9.1k +9,090
32 Raleigh Capital Management Inc. 0.80% of their portfolio CARY, NC 121,399121.4k $2.3m $2.3m 0.80% Added +5.2k +5,229
33 CHAPMAN FINANCIAL GROUP, LLC 1.64% of their portfolio KAILUA, HI 119,686119.7k $2.3m $2.3m 1.64% New
34 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 119,181119.2k $2.3m $2.3m 0.00% Added +3.3k +3,267
35 Intrua Financial, LLC 0.24% of their portfolio Houston, TX 117,131117.1k $2.2m $2.2m 0.24% Reduced -3.8k -3,760
36 Lynx Investment Advisory 1.06% of their portfolio WASHINGTON, DC, DC 115,990116.0k $2.2m $2.2m 1.06% Added +56.5k +56,503
37 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 108,599108.6k $2.1m $2.1m 0.00% Added +17.5k +17,549
38 Henderson Brothers Financial Partners, LLC 0.51% of their portfolio PITTSBURGH, PA 105,236105.2k $2.0m $2.0m 0.51% First filing
39 Good Harbor Advisors, Inc. 2.14% of their portfolio Gloucester, MA 101,987102.0k $2.0m $2.0m 2.14% Unchanged
40 Financial & Tax Architects, LLC 0.35% of their portfolio ST LOUIS, MO 82,27582.3k $1.6m $1.6m 0.35% Added +26.7k +26,657
41 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 74,11774.1k $1.4m $1.4m 0.01% Added +13.3k +13,317
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 73,98574.0k $1.4m $1.4m 0.00% Reduced -2.0k -2,046
43 McNamara Financial Services, Inc. 0.27% of their portfolio MARSHFIELD, MA 73,94473.9k $1.4m $1.4m 0.27% Added +4.0k +4,021
44 LANDMARK WEALTH MANAGEMENT, INC. 0.53% of their portfolio NORMAL, IL 73,75573.8k $1.4m $1.4m 0.53% Reduced -20 -20
45 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.05% of their portfolio BOSTON, MA 72,11472.1k $1.4m $1.4m 0.05% Unchanged
46 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 67,41167.4k $1.3m $1.3m 0.01% Added +5.4k +5,442
47 Capital Investment Management, Inc. 0.41% of their portfolio LEES SUMMIT, MO 62,19762.2k $1.2m $1.2m 0.41% Added +6.4k +6,357
48 CAPITAL WEALTH MANAGEMENT, LLC 0.32% of their portfolio W. WARWICK, RI 60,72460.7k $1.2m $1.2m 0.32% Added +3.5k +3,492
49 Parallel Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 58,13258.1k $1.1m $1.1m 0.02% New
50 Nest Investments, LLC 0.90% of their portfolio CONSHOHOCKEN, PA 57,44757.4k $1.1m $1.1m 0.90% Added +8.4k +8,439
51 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 56,29556.3k $1.1m $1.1m 0.00% Added +514 +514
52 Simplicity Wealth,LLC 0.06% of their portfolio SUMMIT, NJ 54,39954.4k $1.0m $1.0m 0.06% Added +10.1k +10,139
53 Elevation Capital Advisory, LLC 0.44% of their portfolio BEND, OR 54,14454.1k $1.0m $1.0m 0.44% New
54 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 53,75453.8k $1.0m $1.0m 0.00% Added +8.5k +8,472
55 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 52,85452.9k $1.0m $1.0m 0.00% Added +12.5k +12,481
56 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 52,24852.2k $1.0m $1.0m 0.02% Added +1.1k +1,126
57 Sharkey, Howes & Javer 0.13% of their portfolio DENVER, CO 50,74850.7k $973.9k $973.9k 0.13% Reduced -15.6k -15,601
58 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 47,53847.5k $912.2k $912.2k 0.01% Reduced -7.4k -7,424
59 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 45,31045.3k $869.5k $869.5k 0.00% New
60 Breakwater Capital Group 0.12% of their portfolio PARAMUS, NJ 44,96245.0k $862.8k $862.8k 0.12% Added +8.9k +8,895
61 Addison Capital Co 0.15% of their portfolio Conshohocken, PA 43,56543.6k $836.0k $836.0k 0.15% New
62 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 40,42240.4k $775.7k $775.7k 0.00% Added +15.1k +15,132
63 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 38,89438.9k $746.4k $746.4k 0.01% Added +7.0k +7,019
64 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 36,49136.5k $700.3k $700.3k 0.02% Added +1.6k +1,645
65 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 34,28934.3k $658.0k $658.0k 0.00% Reduced -831.2k -831,235
66 Comprehensive Money Management Services LLC 0.41% of their portfolio CORAL GABLES, FL 32,81732.8k $629.8k $629.8k 0.41% Unchanged
67 NOVUS ADVISORS, LLC 1.41% of their portfolio GREENVILLE, SC 32,74132.7k $628.3k $628.3k 1.41% Added +388 +388
68 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 32,61432.6k $625.9k $625.9k 0.00% Added +7.1k +7,083
69 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 32,44732.4k $619.7k $619.7k 0.01% Reduced -4.7k -4,678
70 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 32,02432.0k $614.5k $614.5k 0.04% Added +579 +579
71 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 29,35129.4k $563.3k $563.3k 0.00% Added +1.9k +1,928
72 17 CAPITAL PARTNERS, LLC 0.27% of their portfolio PHEONIX, AZ 27,46827.5k $527.1k $527.1k 0.27% New
73 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 25,81225.8k $495.3k $495.3k 0.00% New
74 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 24,35624.4k $467.4k $467.4k 0.00% Reduced -7.3k -7,338
75 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 23,13823.1k $444.0k $444.0k 0.01% Added +1.1k +1,078
76 Signal Advisors Wealth, LLC 0.03% of their portfolio DETROIT, MI 23,00823.0k $441.5k $441.5k 0.03% Reduced -53 -53
77 LOCKERMAN FINANCIAL GROUP, INC. 0.78% of their portfolio NEWPORT BEACH, CA 22,51622.5k $432.1k $432.1k 0.78% Added +4.7k +4,666
78 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 20,32720.3k $390.1k $390.1k 0.00% Added +1.1k +1,142
79 Midwest Financial Network, LLC 0.31% of their portfolio TINLEY PARK, IL 20,26920.3k $389.0k $389.0k 0.31% Added +5.7k +5,703
80 Pallas Capital Advisors LLC 0.01% of their portfolio BRAINTREE, MA 20,02620.0k $384.3k $384.3k 0.01% Unchanged
81 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 19,73319.7k $378.7k $378.7k 0.01% Added +847 +847
82 Lifeworks Advisors, LLC 0.05% of their portfolio GRAND RAPIDS, MI 19,19319.2k $368.3k $368.3k 0.05% Reduced -189 -189
83 Balboa Wealth Partners 0.06% of their portfolio SCOTTSDALE, AZ 19,12319.1k $367.0k $367.0k 0.06% Reduced -174 -174
84 FSB PREMIER WEALTH MANAGEMENT, INC. 0.11% of their portfolio WATERLOO, IA 17,95418.0k $344.5k $344.5k 0.11% Added +972 +972
85 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 17,67817.7k $339.2k $339.2k 0.00% Reduced -5.6k -5,610
86 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 17,30717.3k $332.1k $332.1k 0.00% New
87 WBI INVESTMENTS, LLC 0.09% of their portfolio RED BANK, NJ 17,27717.3k $331.5k $331.5k 0.09% Reduced -47.6k -47,578
88 Valtinson Bruner Financial Planning LLC 0.09% of their portfolio NEW BRIGHTON, MN 16,60816.6k $318.7k $318.7k 0.09% Added +815 +815
89 Legacy Wealth Partners, LLC 0.08% of their portfolio Lakewood, CO 16,44516.4k $315.6k $315.6k 0.08% Added +1.2k +1,192
90 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 15,21615.2k $292.0k $292.0k 0.01% Reduced -81 -81
91 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 15,13215.1k $290.4k $290.4k 0.00% Added +1.1k +1,085
92 Maridea Wealth Management LLC 0.04% of their portfolio BROOKLYN, NY 14,48814.5k $278.0k $278.0k 0.04% Reduced -27.1k -27,082
93 BLODGETT WEALTH ADVISORS, LLC 0.22% of their portfolio CONCORD, CA 14,14414.1k $271.4k $271.4k 0.22% Unchanged
94 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 14,00714.0k $268.8k $268.8k 0.01% Added +2.3k +2,336
95 CANANDAIGUA NATIONAL CORP 0.02% of their portfolio CANANDAIGUA, NY 13,95013.9k $267.7k $267.7k 0.02% First filing
96 RCW Management, LLC 0.27% of their portfolio JACKSONVILLE, FL 13,79813.8k $264.8k $264.8k 0.27% Unchanged
97 PCB Capital LLC 0.42% of their portfolio EAST BRUNSWICK, NJ 13,75113.8k $263.9k $263.9k 0.42% Added +949 +949
98 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 13,03913.0k $250.2k $250.2k 0.01% Added +4 +4
99 Main Street Group, LTD 0.07% of their portfolio GLEN ALLEN, VA 12,57412.6k $241.3k $241.3k 0.07% Unchanged
100 Regal Investment Advisors LLC 0.01% of their portfolio KENTWOOD, MI 12,24012.2k $234.9k $234.9k 0.01% New