ETF Holders

Who owns TIPX?

Bond

State Street SPDR Bloomberg 1-10 Year TIPS ETF · State Street

152 institutions reported holding TIPX, worth $1.8B, in Form 13F filings for June 30, 2026.

13F holders
152
Institutional value
$1.8B
Change from prior quarter
+6.8%
+$114.3M, with price moves
New and sold-out firms
25 / 10
79 added, 32 trimmed

Top 10 institutional holders of TIPX

FirmLocationValueSharesChange
State Street Corp.Boston, MA$1.1B59,157,599+6,023,466 shares
UBS Group AGZurich, Switzerland$284.6M15,032,545+488,083 shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCNew York, NY$60.6M3,201,578−209,199 shares
LPL Financial LLCFort Mill, SC$56.6M2,989,664+204,770 shares
St Germain D J Co Inc.Springfield, MA$32.3M1,706,468+119,560 shares
Envestnet Asset Management Inc.Berwyn, PA$19.3M1,021,257+107,726 shares
Brio Consultants, LLCSan Francisco, CA$19.1M1,009,494+24,202 shares
Envestnet Portfolio Solutions, Inc.Berwyn, PA$16.1M852,862+86,947 shares
Security National BankOmaha, NE$12.3M650,277+1,621 shares
Stratos Wealth Partners, LTD.Beachwood, OH$10.4M550,696+530,369 shares
142 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns TIPX?

152 institutional managers reported holding TIPX in Form 13F filings for June 30, 2026, worth $1.8B in total. The largest reported position was held by State Street Corp., at $1.1B.

Did institutions buy or sell TIPX last quarter?

Reported 13F value rose 6.8% from March 31, 2026, which includes price moves as well as buying and selling. 25 firms reported a new position and 10 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is TIPX ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.