Security record · archived quarter
TIPX
State Street SPDR Bloomberg 1-10 Year TIPS ETF · Financial Services · Asset Management - Bonds
32Tracked holders
-2Δ holders
77.77MShares held
$1.49BReported value
+4New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +25.1% ·
net new positions -6.2%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | 0 | 84.23M | $1.59B | +2 | −3 |
| Q1 2026 | 32 | -2 | 77.77M | $1.49B | +4 | −6 |
| Q4 2025 | 34 | -1 | 62.15M | $1.19B | n/a | −1 |
| Q3 2025 | 6 | +1 | 54.63M | $1.05B | +1 | n/a |
| Q2 2025 | 2 | -1 | 52.02M | $995.64M | n/a | −1 |
| Q1 2025 | 2 | 0 | 49.10M | $942.28M | n/a | n/a |
| Q4 2024 | 2 | 0 | 50.04M | $925.16M | n/a | n/a |
| Q3 2024 | 1 | 0 | 43.82K | $830,427 | n/a | n/a |
| Q2 2024 | 1 | n/a | 49.26K | $910,325 | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 53.13M | -4.6% | $1.02B | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 2 | UBS Group AG | 14.54M | +9591.5% | $279.11M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS AM, a distinct business unit of… | 3.41M | +1083.2% | $65.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 2.78M | +8.4% | $53.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 987.33K | +334.8% | $18.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 913.53K | +25.6% | $17.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 358.69K | +198.1% | $6.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Assetmark, Inc | 328.18K | -1.1% | $6.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cerity Partners LLC | 266.93K | New | $5.12M | 0.0% | New | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 167.82K | +6.8% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 166.05K | +9.0% | $3.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 142.19K | +7.6% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 119.18K | +2.8% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 108.60K | +19.3% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 73.98K | -2.7% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Truist Financial Corp | 56.30K | +0.9% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 52.85K | +30.9% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Goldman Sachs Group ✦ | 34.29K | -96.0% | $658,006 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 32.61K | +27.7% | $625,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 25.81K | New | $495,328 | 0.0% | New | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 24.36K | -23.1% | $467,401 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Citigroup Inc | 8.04K | +13.1% | $154,247 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 7.34K | +177.1% | $140,212 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 5.18K | -2.1% | $99,345 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Northwestern Mutual Wealth… | 3.92K | New | $75,167 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 3.15K | -43.6% | $60,425 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 27 | Cwm, Llc | 2.67K | +22.1% | $51,265 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 2.54K | +5.7% | $48,839 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 1.49K | +0.5% | $28,440 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 508 | New | $9,749 | 0.0% | New | 1 | SEC ↗ |
| 31 | Simplex Trading, Llc | 476 | -40.7% | $9,134 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 293 | -95.0% | $5,623 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $5.12M | 0.0% |
| Fifth Third Bancorp | $495,328 | 0.0% |
| Northwestern Mutual Wealth… | $75,167 | 0.0% |
| Bank Of Montreal /Can/ | $9,749 | 0.0% |
Exited
| Susquehanna International… | $2.04M | was 0.0% |
| Manufacturers Life Insurance… | $1.66M | was 0.0% |
| Jane Street Group, Llc | $1.12M | was 0.0% |
| Creative Planning | $191,931 | was 0.0% |
| Us Bancorp \De\ | $9,063 | was 0.0% |
| Bnp Paribas Financial Markets | $916 | 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: Q1 2026 ·
Methodology ·
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