SPDR Bloomberg 1-10 Year TIPS

TIPX • ARCA

SPDR Bloomberg 1-10 Year TIPS is an exchange-traded fund on ARCA. As of Q3 2025, 132 institutional investors hold shares in this ETF, with total holdings valued at $1.3B. STATE STREET CORP is the largest holder with a position valued at $1.0B.

Overview

Overview of institutional ownership in TIPX as of Q3 2025

All Institutions

Institutions: 132
Value Held: $1.3B
Shares Held: 68.6M
Avg Position: $10.0M
Median Position: $559.4K

Hedge Funds

Hedge Funds: 1
Value Held: $1.2M
Shares Held: 63.2K
Avg Position: $1.2M
Median Position: $1.2M

Biggest Investors

Institutions with the largest positions in TIPX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.0B 0.04% of portfolio	53.5M shares	Q3 2014 Held for 11y 2m	$2.88T
L LPL Financial LLC Institution	-	$48.2M 0.01% of portfolio	2.5M shares	Q4 2019 Held for 5y 11m	$340.07B
ST GERMAIN D J CO INC RIA/Wealth	Michael Robert Matty President	$25.0M 1.00% of portfolio	1.3M shares	Q2 2023 Held for 2y 5m	$2.5B
B Brio Consultants, LLC RIA/Wealth	Brandon Jay Miller Managing Partner	$17.1M 2.37% of portfolio	888.6K shares	Q4 2018 Held for 6y 11m	$724.3M
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$14.4M 0.00% of portfolio	748.6K shares	Q3 2021 Held for 4y 2m	$341.99B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$14.4M 0.00% of portfolio	745.3K shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
Envestnet Portfolio Solutions, Inc. Long Only Manager	Christopher Russell Todd CEO	$12.8M 0.05% of portfolio	661.0K shares	Q3 2023 Held for 2y 2m	$26.8B
S Security National Bank Institution	-	$11.8M 1.81% of portfolio	611.8K shares	Q2 2024 Held for 1y 5m	$652.8M
T Treasure Coast Financial Planning RIA/Wealth	James Barber Twining CEO	$10.3M 5.77% of portfolio	531.7K shares	Q4 2022 Held for 2y 11m	$177.6M
AllGen Financial Advisors, Inc. RIA/Wealth	Paul Roldan CEO	$8.2M 2.01% of portfolio	423.7K shares	Q2 2025 Held for 5 months	$407.0M

Net Capital Flow

Institutional buying and selling activity for TIPX in Q3 2025

Traded: +$39.3M
Buyers: 73
Sellers: 59
Total Bought: +$56.5M
Total Sold: −$17.2M
Avg Position: $8.9M

Biggest Buyers

Institution	Net Bought	Current Position
STATE STREET CORP Institution	+$29.2M +1.5M shares	$1.0B 53.5M shares
Sonoma Allocations LLC RIA/Wealth	+$7.3M +379.4K shares	$7.3M 379.4K shares
L LPL Financial LLC Institution	+$2.7M +139.5K shares	$48.2M 2.5M shares
Intrua Financial, LLC RIA/Wealth	+$2.4M +123.1K shares	$2.4M 123.1K shares
SILVER OAK SECURITIES, Inc RIA/Wealth	+$2.2M +113.2K shares	$2.2M 113.2K shares
T Treasure Coast Financial Planning RIA/Wealth	+$1.5M +79.6K shares	$10.3M 531.7K shares
ST GERMAIN D J CO INC RIA/Wealth	+$1.2M +64.5K shares	$25.0M 1.3M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$1.2M +63.2K shares	$1.2M 63.2K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$1.1M +54.6K shares	$14.4M 748.6K shares
Financial & Tax Architects, LLC RIA/Wealth	+$862.2K +44.7K shares	$862.2K 44.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
Efficient Advisors, LLC RIA/Wealth	−$4.0M −210.6K shares	Sold Off 0 shares
Stratos Wealth Partners, LTD. RIA/Wealth	−$1.9M −98.5K shares	$662.6K 34.4K shares
Hibernia Wealth Partners, LLC RIA/Wealth	−$1.7M −88.7K shares	$1.7M 86.4K shares
AllGen Financial Advisors, Inc. RIA/Wealth	−$1.5M −78.5K shares	$8.2M 423.7K shares
E Elevation Capital Advisory, LLC RIA/Wealth	−$1.1M −55.4K shares	$6.2M 323.0K shares
Fermata Advisors, LLC Hedge Fund•Sector	−$902.7K −47.2K shares	Sold Off 0 shares
Beacon Pointe Advisors, LLC RIA/Wealth	−$852.4K −44.5K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$812.9K −42.1K shares	$3.8M 194.4K shares
Continuum Advisory, LLC RIA/Wealth	−$792.5K −41.1K shares	$5.1M 266.8K shares
Simplicity Wealth,LLC RIA/Wealth	−$526.4K −27.3K shares	$786.2K 40.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited TIPX in Q3 2025

New Positions: 9
New Value: $10.0M
Exited Positions: 15
Exited Value: $6.7M

New Positions

Institution	Position Value
Sonoma Allocations LLC RIA/Wealth	$7.3M 379.4K shares
Intrua Financial, LLC RIA/Wealth	$2.4M 123.1K shares
S SCOTIA CAPITAL INC. Institution	$192.9K 10.0K shares
BALLAST ADVISORS LLC RIA/Wealth	$43.2K 2.2K shares
Triumph Capital Management RIA/Wealth	$22.3K 1.2K shares
CULLEN/FROST BANKERS, INC. Institution	$11.7K 608.0 shares
Union Bankshares Corp Institution	$10.2K 530.0 shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$9.2K 475.0 shares
F FARMERS & MERCHANTS INVESTMENTS INC Institution	$1.0K 53.0 shares

Exited Positions

Institution	Previous Position
Efficient Advisors, LLC RIA/Wealth	$4.0M 210.6K shares
Fermata Advisors, LLC Hedge Fund•Sector	$902.7K 47.2K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$852.4K 44.5K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	$239.6K 12.6K shares
F FLOW TRADERS U.S. LLC Institution	$210.1K 11.0K shares
Western Wealth Management, LLC RIA/Wealth	$209.0K 10.9K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	$206.7K 10.8K shares
B BLAIR WILLIAM & CO/IL Institution	$10.2K 535.0 shares
Transce3nd, LLC RIA/Wealth	$9.0K 470.0 shares
N NATIONAL BANK OF CANADA /FI/ Institution	$2.7K 140.0 shares

Options Activity

Institutions with the largest Call and Put options positions in TIPX as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with TIPX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
T Treasure Coast Financial Planning RIA/Wealth	James Barber Twining CEO	5.77% $10.3M	531.7K shares	Q4 2022 Held for 2y 11m	$177.6M
Sonoma Allocations LLC RIA/Wealth	Todd Arthur Gomes Managing Partner	2.67% $7.3M	379.4K shares	Q3 2025 Held for 2 months	$274.7M
E Elevation Capital Advisory, LLC RIA/Wealth	Ryan Robert Sanford President	2.49% $6.2M	323.0K shares	Q1 2025 Held for 8 months	$250.4M
B Brio Consultants, LLC RIA/Wealth	Brandon Jay Miller Managing Partner	2.37% $17.1M	888.6K shares	Q4 2018 Held for 6y 11m	$724.3M
AllGen Financial Advisors, Inc. RIA/Wealth	Paul Roldan CEO	2.01% $8.2M	423.7K shares	Q2 2025 Held for 5 months	$407.0M
S Security National Bank Institution	-	1.81% $11.8M	611.8K shares	Q2 2024 Held for 1y 5m	$652.8M
NOVUS ADVISORS, LLC RIA/Wealth	Christopher George Connelly Member	1.40% $591.6K	30.7K shares	Q4 2024 Held for 11 months	$42.2M
Aspire Private Capital, LLC RIA/Wealth	Andrew Jackson Armstrong Managing Partner	1.26% $5.8M	302.7K shares	Q1 2022 Held for 3y 8m	$464.8M
Hibernia Wealth Partners, LLC RIA/Wealth	Paul Vincent Saltaformaggio Managing Partner	1.07% $1.7M	86.4K shares	Q3 2023 Held for 2y 2m	$155.4M
ST GERMAIN D J CO INC RIA/Wealth	Michael Robert Matty President	1.00% $25.0M	1.3M shares	Q2 2023 Held for 2y 5m	$2.5B

Hedge Fund Spotlight

Discover hedge funds investing in TIPX

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in SPDR Bloomberg 1-10 Year TIPS

Market Value: $1.2M
Shares Held: 63.2K
Portfolio Weight: 0.00%
Owned Since: 2022-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%