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Security record · archived quarter

TIPX

State Street SPDR Bloomberg 1-10 Year TIPS ETF · Financial Services · Asset Management - Bonds

18.69 +0.2% mkt cap $1.91B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
34Tracked holders
-1Δ holders
62.15MShares held
$1.19BReported value
+0New positions
−1Exits
Stable Conviction score 46/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.9% · share flow +3.6% · net new positions -2.9%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 31 0 84.36M $1.60B +2 −2
Q1 2026 32 -2 77.77M $1.49B +4 −6
Q4 2025 34 -1 62.15M $1.19B −1
Q3 2025 6 +1 54.63M $1.05B +1
Q2 2025 2 -1 52.02M $995.64M −1
Q1 2025 2 0 49.10M $942.28M
Q4 2024 2 0 50.04M $925.16M
Q3 2024 1 0 43.82K $830,427
Q2 2024 1 49.26K $910,325
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 55.70M +4.2% $1.06B 0.0% ▲ Add 5 SEC ↗
2 LPL Financial LLC 2.57M $49.02M 0.0% n/c 1 SEC ↗
3 Goldman Sachs Group 865.52K +16.1% $16.51M 0.0% ▲ Add 2 SEC ↗
4 Envestnet Asset Management Inc 727.26K $13.88M 0.0% n/c 1 SEC ↗
5 Assetmark, Inc 331.99K $6.33M 0.0% n/c 1 SEC ↗
6 UBS AM, a distinct business unit of… 288.27K $5.50M 0.0% n/c 1 SEC ↗
7 Bank Of America Corp /De/ 227.08K $4.33M 0.0% n/c 1 SEC ↗
8 Bank Of America Corp /De/ 227.08K $4.33M 0.0% n/c 1 SEC ↗
9 Stifel Financial Corp 157.06K $3.00M 0.0% n/c 1 SEC ↗
10 Cetera Investment Advisers 152.34K $2.91M 0.0% n/c 1 SEC ↗
11 UBS Group AG 150.07K $2.86M 0.0% n/c 1 SEC ↗
12 UBS Group AG 150.07K $2.86M 0.0% n/c 1 SEC ↗
13 Rockefeller Capital Management L.P. 132.18K $2.52M 0.0% n/c 1 SEC ↗
14 Morgan Stanley 120.33K -13.9% $2.30M 0.0% ▼ Trim 2 SEC ↗
15 Morgan Stanley 120.33K -13.9% $2.30M 0.0% ▼ Trim 2 SEC ↗
16 HighTower Advisors, LLC 115.91K $2.21M 0.0% n/c 1 SEC ↗
17 Susquehanna International Group, Llp 106.81K $2.04M 0.0% n/c 1 SEC ↗
18 Raymond James Financial Inc 91.05K $1.74M 0.0% n/c 1 SEC ↗
19 Raymond James Financial Inc 91.05K $1.74M 0.0% n/c 1 SEC ↗
20 Manufacturers Life Insurance… 87.00K $1.66M 0.0% n/c 1 SEC ↗
21 JPMorgan Chase 76.03K -48.8% $1.45M 0.0% ▼ Trim 2 SEC ↗
22 JPMorgan Chase 76.03K -48.8% $1.45M 0.0% ▼ Trim 2 SEC ↗
23 JPMorgan Chase 76.03K -48.8% $1.45M 0.0% ▼ Trim 2 SEC ↗
24 Jane Street Group, Llc 58.71K $1.12M 0.0% n/c 1 SEC ↗
25 Truist Financial Corp 55.78K $1.06M 0.0% n/c 1 SEC ↗
26 Royal Bank Of Canada 40.37K $770,000 0.0% n/c 1 SEC ↗
27 Royal Bank Of Canada 40.37K $770,000 0.0% n/c 1 SEC ↗
28 Royal Bank Of Canada 40.37K $770,000 0.0% n/c 1 SEC ↗
29 Royal Bank Of Canada 40.37K $770,000 0.0% n/c 1 SEC ↗
30 Osaic Holdings, Inc. 31.69K $604,757 0.0% n/c 1 SEC ↗
31 Osaic Holdings, Inc. 31.69K $604,757 0.0% n/c 1 SEC ↗
32 Mml Investors Services, Llc 25.53K $487,124 0.0% n/c 1 SEC ↗
33 Creative Planning 10.06K $191,931 0.0% n/c 1 SEC ↗
34 Citigroup Inc 7.11K $135,618 0.0% n/c 1 SEC ↗
35 Pnc Financial Services Group, Inc. 5.85K $111,542 0.0% n/c 1 SEC ↗
36 Pnc Financial Services Group, Inc. 5.85K $111,542 0.0% n/c 1 SEC ↗
37 Pnc Financial Services Group, Inc. 5.85K $111,542 0.0% n/c 1 SEC ↗
38 Fidelity (FMR) 5.59K -91.6% $106,581 0.0% ▼ Trim 3 SEC ↗
39 Fidelity (FMR) 5.59K -91.6% $106,581 0.0% ▼ Trim 3 SEC ↗
40 Wells Fargo & Company/Mn 5.29K $100,955 0.0% n/c 1 SEC ↗
41 Jones Financial Companies Lllp 2.65K $50,543 0.0% n/c 1 SEC ↗
42 Qube Research & Technologies Ltd 2.41K $45,964 0.0% n/c 1 SEC ↗
43 Cwm, Llc 2.19K $42,000 0.0% n/c 1 SEC ↗
44 TD Waterhouse Canada Inc. 1.48K $28,243 0.0% n/c 1 SEC ↗
45 Simplex Trading, Llc 803 $15,321 0.0% n/c 1 SEC ↗
46 Us Bancorp \De\ 475 $9,063 0.0% n/c 1 SEC ↗
47 Bnp Paribas Financial Markets 48 $916 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Citadel Advisors $1.22M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 142 holders, 87.70M shares, $1.69B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API