Vault-13

SPDR SER TR TIPX

BLOOMBERG 1 10 Y · ETP · CUSIP 78468R861

150 institutional holders +8 vs Q1 2026
92,038,05792.0m shares reported held*
$1.7bnreported value*
20 new 81 added 32 reduced 9 sold out net bought ≈ $145.8m (+7.7m 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 ($62.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.93.

Trends to Q2 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: 142Q2 26: 150150Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026150

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 91 bought or addedQ1 26: 55 cut or sold outQ2 26: 101 bought or addedQ2 26: 41 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245568
Q4 20246459
Q1 20257659
Q2 20257161
Q3 20257360
Q4 20257661
Q1 20269155
Q2 202610141

Biggest buyers

STATE STREET CORP Added +6,023,466+6.0m
Stratos Wealth Partners, LTD. Added +530,369+530.4k
UBS Group AG Added +488,083+488.1k
JPMORGAN CHASE & CO Added +428,832+428.8k
LPL Financial LLC Added +204,770+204.8k
ROYAL BANK OF CANADA Added +129,222+129.2k
Cambridge Investment Research Advisors, Inc. Added +126,934+126.9k
ST GERMAIN D J CO INC Added +119,560+119.6k
ENVESTNET ASSET MANAGEMENT INC Added +107,726+107.7k
Envestnet Portfolio Solutions, Inc. Added +86,947+86.9k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -764,106-764.1k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduced -209,199-209.2k
Peak Retirement Planning, Inc. Sold out -190,121-190.1k
Hibernia Wealth Partners, LLC Reduced -82,146-82.1k
STIFEL FINANCIAL CORP Reduced -64,626-64.6k
Sonoma Allocations LLC Reduced -56,735-56.7k
Henderson Brothers Financial Partners, LLC Reduced -51,121-51.1k
GOLDMAN SACHS GROUP INC Sold out -34,289-34.3k
Sharkey, Howes & Javer Reduced -24,587-24.6k
Intrua Financial, LLC Reduced -23,311-23.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.03% of their portfolio BOSTON, MA 59,157,59959.2m $1.1bn $1.1bn 0.03% Added +6.0m +6,023,466
2 UBS Group AG 0.05% of their portfolio ZURICH, V8 15,032,54515.0m $284.6m $284.6m 0.05% Added +488.1k +488,083
3 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 3,201,5783.2m $60.6m $60.6m 0.01% Reduced -209.2k -209,199
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 2,989,6643.0m $56.6m $56.6m 0.01% Added +204.8k +204,770
5 ST GERMAIN D J CO INC 1.16% of their portfolio SPRINGFIELD, MA 1,706,4681.7m $32.3m $32.3m 1.16% Added +119.6k +119,560
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 1,021,2571.0m $19.3m $19.3m 0.00% Added +107.7k +107,726
7 Brio Consultants, LLC 2.24% of their portfolio SAN FRANCISCO, CA 1,009,4941.0m $19.1m $19.1m 2.24% Added +24.2k +24,202
8 Envestnet Portfolio Solutions, Inc. 0.08% of their portfolio BERWYN, PA 852,862852.9k $16.1m $16.1m 0.08% Added +86.9k +86,947
9 Security National Bank 1.47% of their portfolio OMAHA, NE 650,277650.3k $12.3m $12.3m 1.47% Added +1.6k +1,621
10 Stratos Wealth Partners, LTD. 0.10% of their portfolio BEACHWOOD, OH 550,696550.7k $10.4m $10.4m 0.10% Added +530.4k +530,369
11 Treasure Coast Financial Planning 4.97% of their portfolio VERO BEACH, FL 538,380538.4k $10.2m $10.2m 4.97% Added +6.6k +6,613
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 502,817502.8k $9.5m $9.5m 0.00% Added +428.8k +428,832
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 362,795362.8k $6.9m $6.9m 0.00% Added +4.1k +4,104
14 Aspire Private Capital, LLC 1.34% of their portfolio Cornelius, NC 343,540343.5k $6.5m $6.5m 1.34% Added +21.6k +21,555
15 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 338,125338.1k $6.4m $6.4m 0.01% Added +9.9k +9,944
16 Continuum Advisory, LLC 0.48% of their portfolio EAGLE, ID 314,784314.8k $6.0m $6.0m 0.48% Added +7.8k +7,839
17 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 300,675300.7k $5.7m $5.7m 0.01% Added +33.7k +33,743
18 Alesco Advisors, LLC, An ESL Co 0.12% of their portfolio Pittsford, NY 284,895284.9k $5.4m $5.4m 0.12% Reduced -12.9k -12,889
19 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 249,956250.0k $4.7m $4.7m 0.01% Added +126.9k +126,934
20 Pinnacle Wealth Planning Services, Inc. 0.44% of their portfolio MANSFIELD, OH 243,967244.0k $4.6m $4.6m 0.44% Added +10.1k +10,052
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 223,228223.2k $4.2m $4.2m 0.00% Reduced -764.1k -764,106
22 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 197,174197.2k $3.7m $3.7m 0.04% Added +34.2k +34,201
23 Sovran Advisors, LLC 0.27% of their portfolio SAN DIEGO, CA 196,516196.5k $3.7m $3.7m 0.27% Reduced -359 -359
24 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 189,782189.8k $3.6m $3.6m 0.01% Added +15.7k +15,678
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 182,076182.1k $3.4m $3.4m 0.00% Added +129.2k +129,222
26 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 174,366174.4k $3.3m $3.3m 0.00% Added +8.3k +8,319
27 Lynx Investment Advisory 0.98% of their portfolio WASHINGTON, DC, DC 158,174158.2k $3.0m $3.0m 0.98% Added +42.2k +42,184
28 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 145,518145.5k $2.8m $2.8m 0.00% Added +3.3k +3,333
29 Sonoma Allocations LLC 0.84% of their portfolio SANTA ROSA, CA 144,049144.0k $2.7m $2.7m 0.84% Reduced -56.7k -56,735
30 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 140,114140.1k $2.7m $2.7m 0.05% Added +2.6k +2,583
31 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 137,778137.8k $2.6m $2.6m 0.02% Added +7.8k +7,816
32 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 131,930131.9k $2.5m $2.5m 0.00% Added +12.7k +12,749
33 Raleigh Capital Management Inc. 0.79% of their portfolio CARY, NC 131,289131.3k $2.5m $2.5m 0.79% Added +9.9k +9,890
34 CHAPMAN FINANCIAL GROUP, LLC 1.53% of their portfolio KAILUA, HI 121,436121.4k $2.3m $2.3m 1.53% Added +1.8k +1,750
35 Financial & Tax Architects, LLC 0.45% of their portfolio ST LOUIS, MO 113,911113.9k $2.2m $2.2m 0.45% Added +31.6k +31,636
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 110,115110.1k $2.1m $2.1m 0.00% Added +1.5k +1,516
37 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 103,194103.2k $2.0m $2.0m 0.00% Reduced -64.6k -64,626
38 Good Harbor Advisors, Inc. 1.89% of their portfolio Gloucester, MA 101,987102.0k $1.9m $1.9m 1.89% Unchanged
39 Hibernia Wealth Partners, LLC 1.03% of their portfolio BATON ROUGE, LA 100,721100.7k $1.9m $1.9m 1.03% Reduced -82.1k -82,146
40 Intrua Financial, LLC 0.17% of their portfolio Houston, TX 93,82093.8k $1.8m $1.8m 0.17% Reduced -23.3k -23,311
41 LANDMARK WEALTH MANAGEMENT, INC. 0.52% of their portfolio NORMAL, IL 82,43282.4k $1.6m $1.6m 0.52% Added +8.7k +8,677
42 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 82,38082.4k $1.6m $1.6m 0.01% Added +8.3k +8,263
43 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 78,43678.4k $1.5m $1.5m 0.00% Added +73.3k +73,259
44 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 78,30078.3k $1.5m $1.5m 0.00% New
45 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 76,22776.2k $1.4m $1.4m 0.01% Added +8.8k +8,816
46 McNamara Financial Services, Inc. 0.25% of their portfolio MARSHFIELD, MA 75,97776.0k $1.4m $1.4m 0.25% Added +2.0k +2,033
47 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.05% of their portfolio BOSTON, MA 72,11472.1k $1.4m $1.4m 0.05% Unchanged
48 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 71,17471.2k $1.3m $1.3m 0.03% Added +18.9k +18,926
49 Visionary Horizons, LLC 0.55% of their portfolio Knoxville, TN 69,83469.8k $1.3m $1.3m 0.55% New
50 Virtu Financial LLC 0.04% of their portfolio New York, NY 65,92565.9k $1.2m $1.2m 0.04% New
51 Capital Investment Management, Inc. 0.38% of their portfolio LEES SUMMIT, MO 65,48065.5k $1.2m $1.2m 0.38% Added +3.3k +3,283
52 Parallel Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 65,08365.1k $1.2m $1.2m 0.02% Added +7.0k +6,951
53 Breakwater Capital Group 0.14% of their portfolio PARAMUS, NJ 60,43760.4k $1.1m $1.1m 0.14% Added +15.5k +15,475
54 Nest Investments, LLC 0.86% of their portfolio CONSHOHOCKEN, PA 59,73759.7k $1.1m $1.1m 0.86% Added +2.3k +2,290
55 CAPITAL WEALTH MANAGEMENT, LLC 0.26% of their portfolio W. WARWICK, RI 57,81857.8k $1.1m $1.1m 0.26% Reduced -2.9k -2,906
56 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 57,24457.2k $1.1m $1.1m 0.00% Added +949 +949
57 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 54,98855.0k $1.0m $1.0m 0.01% Added +37.7k +37,681
58 Henderson Brothers Financial Partners, LLC 0.48% of their portfolio PITTSBURGH, PA 54,11554.1k $1.0m $1.0m 0.48% Reduced -51.1k -51,121
59 Simplicity Wealth,LLC 0.03% of their portfolio SUMMIT, NJ 53,15953.2k $1.0m $1.0m 0.03% Reduced -1.2k -1,240
60 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 51,21651.2k $969.5k $969.5k 0.00% Added +10.8k +10,794
61 Elevation Capital Advisory, LLC 0.35% of their portfolio BEND, OR 48,35648.4k $915.4k $915.4k 0.35% Reduced -5.8k -5,788
62 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 48,27248.3k $913.8k $913.8k 0.00% Added +15.7k +15,658
63 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 47,59847.6k $901.0k $901.0k 0.01% Added +8.7k +8,704
64 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 46,97247.0k $889.2k $889.2k 0.00% Added +1.7k +1,662
65 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 46,86946.9k $887.2k $887.2k 0.01% Reduced -669 -669
66 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 46,47746.5k $879.8k $879.8k 0.00% Reduced -7.3k -7,277
67 Addison Capital Co 0.14% of their portfolio Conshohocken, PA 45,77345.8k $866.5k $866.5k 0.14% Added +2.2k +2,208
68 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 35,20435.2k $666.5k $666.5k 0.00% Added +10.8k +10,848
69 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 34,34834.3k $650.2k $650.2k 0.03% Added +2.3k +2,324
70 NOVUS ADVISORS, LLC 1.33% of their portfolio GREENVILLE, SC 33,80333.8k $639.9k $639.9k 1.33% Added +1.1k +1,062
71 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 30,77630.8k $582.6k $582.6k 0.00% Reduced -1.7k -1,671
72 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 30,48930.5k $577.2k $577.2k 0.00% Added +1.1k +1,138
73 Hyundai Investments Co., Ltd. 0.62% of their portfolio YEONGDEUNGPO-GU, SEOUL, M5 30,27830.3k $574.1k $574.1k 0.62% Added +18.6k +18,599
74 17 CAPITAL PARTNERS, LLC 0.26% of their portfolio PHEONIX, AZ 29,99330.0k $567.8k $567.8k 0.26% Added +2.5k +2,525
75 LOCKERMAN FINANCIAL GROUP, INC. 0.85% of their portfolio NEWPORT BEACH, CA 29,27129.3k $554.1k $554.1k 0.85% Added +6.8k +6,755
76 Detalus Advisors, LLC 0.11% of their portfolio ST. LOUIS, MO 29,23329.2k $553.4k $553.4k 0.11% New
77 Comprehensive Money Management Services LLC 0.35% of their portfolio CORAL GABLES, FL 29,06729.1k $550.2k $550.2k 0.35% Reduced -3.8k -3,750
78 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 28,30828.3k $535.9k $535.9k 0.01% First filing
79 Midwest Financial Network, LLC 0.36% of their portfolio TINLEY PARK, IL 27,78527.8k $525.8k $525.8k 0.36% Added +7.5k +7,516
80 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 27,24227.2k $515.7k $515.7k 0.01% New
81 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 26,16626.2k $495.3k $495.3k 0.00% Added +8.5k +8,488
82 Sharkey, Howes & Javer 0.06% of their portfolio DENVER, CO 26,16126.2k $495.2k $495.2k 0.06% Reduced -24.6k -24,587
83 Signal Advisors Wealth, LLC 0.03% of their portfolio DETROIT, MI 25,63125.6k $485.2k $485.2k 0.03% Added +2.6k +2,623
84 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 25,41425.4k $481.1k $481.1k 0.00% Reduced -398 -398
85 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 24,17024.2k $457.5k $457.5k 0.01% Added +1.0k +1,032
86 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 22,98523.0k $435.1k $435.1k 0.00% Added +15.6k +15,646
87 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 22,85622.9k $432.7k $432.7k 0.01% Reduced -13.6k -13,635
88 Venture Visionary Partners LLC 0.01% of their portfolio Sylvania, OH 22,81322.8k $431.9k $431.9k 0.01% New
89 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 22,11022.1k $418.5k $418.5k 0.01% Added +2.4k +2,377
90 Legacy Wealth Partners, LLC 0.09% of their portfolio Lakewood, CO 20,78920.8k $393.5k $393.5k 0.09% Added +4.3k +4,344
91 Pallas Capital Advisors LLC 0.01% of their portfolio BRAINTREE, MA 20,02620.0k $379.1k $379.1k 0.01% Unchanged
92 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 20,00020.0k $378.6k $378.6k 0.00% Added +10.0k +10,000
93 Lifeworks Advisors, LLC 0.03% of their portfolio GRAND RAPIDS, MI 17,56017.6k $332.4k $332.4k 0.03% Reduced -1.6k -1,633
94 FSB PREMIER WEALTH MANAGEMENT, INC. 0.09% of their portfolio WATERLOO, IA 17,42717.4k $329.9k $329.9k 0.09% Reduced -527 -527
95 WBI INVESTMENTS, LLC 0.08% of their portfolio RED BANK, NJ 17,37017.4k $328.8k $328.8k 0.08% Added +93 +93
96 Valtinson Bruner Financial Planning LLC 0.08% of their portfolio NEW BRIGHTON, MN 17,21417.2k $325.9k $325.9k 0.08% Added +606 +606
97 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 17,10117.1k $323.7k $323.7k 0.00% Added +2.0k +1,969
98 PCB Capital LLC 0.39% of their portfolio EAST BRUNSWICK, NJ 16,76116.8k $317.3k $317.3k 0.39% Added +3.0k +3,010
99 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 16,28216.3k $308.2k $308.2k 0.01% Added +1.1k +1,066
100 KWB Wealth 0.03% of their portfolio REDLANDS, CA 15,88815.9k $300.8k $300.8k 0.03% New