SPIP Institutional Ownership & Shareholders
SPDR PORTFOLIO TIPS ETF (SPIP) is currently held by 196 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $681.41M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cwm, Llc is currently the largest disclosed institutional shareholder of SPIP tracked by InsiderSet, reporting ownership valued at approximately $119.18M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $114.51M, representing an estimated loss of -3.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed SPIP value among the investors covered in this analysis. Major shareholders include Cwm, Llc, State Street Corp, Charles Schwab Investment Management Inc, and several other long-term asset managers with concentrated positions in SPDR PORTFOLIO TIPS ETF (SPIP).
This page ranks the largest institutional SPIP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
196
Total Reported Value
$681.41M
Largest Holder
Cwm, Llc
Largest Position
$119.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.31% | 4,582,105 | $119,180,562 | $114,506,804 | -$4,673,758 | -3.92% | |
| State Street Corp | 0.00% | 3,869,418 | $99,366,654 | $96,696,756 | -$2,669,898 | -2.69% | |
| Charles Schwab Investment Management Inc | 0.01% | 2,803,213 | $71,986,510 | $70,052,293 | -$1,934,217 | -2.69% | |
| 3Edge Asset Management, Lp | 1.60% | 1,542,628 | $37,593,844 | $38,550,274 | +$956,430 | +2.54% | |
| Cannon Financial Strategists, Inc. | 3.61% | 1,310,849 | $31,945,393 | $32,758,117 | +$812,724 | +2.54% | |
| Pure Financial Advisors, Llc | 0.34% | 1,041,207 | $26,738,186 | $26,019,763 | -$718,423 | -2.69% | |
| Lpl Financial Llc | 0.00% | 848,847 | $21,798,396 | $21,212,687 | -$585,709 | -2.69% | |
| Cerity Partners Llc | 0.03% | 830,222 | $21,320,101 | $20,747,248 | -$572,853 | -2.69% | |
| Bank Of America Corp | 0.00% | 698,096 | $17,927,096 | $17,445,419 | -$481,677 | -2.69% | |
| Hughes Financial Services, Llc | 2.07% | 652,004 | $16,247,927 | $16,293,580 | +$45,653 | +0.28% | |
| Fulton Breakefield Broenniman Llc | 0.64% | 426,017 | $10,940,113 | $10,646,165 | -$293,948 | -2.69% | |
| Morgan Stanley | 0.00% | 421,149 | $10,815,119 | $10,524,514 | -$290,605 | -2.69% | |
| Envestnet Asset Management Inc | 0.00% | 391,911 | $10,064,273 | $9,793,856 | -$270,417 | -2.69% | |
| Ern Financial, Llc | 1.56% | 393,415 | $9,587,534 | $9,831,441 | +$243,907 | +2.54% | |
| Flagship Harbor Advisors, Llc | 0.35% | 391,438 | $9,539,329 | $9,782,036 | +$242,707 | +2.54% | |
| Ifg Advisory, Llc | 0.31% | 346,590 | $8,900,425 | $8,661,284 | -$239,141 | -2.69% | |
| Private Advisor Group, Llc | 0.04% | 322,186 | $8,273,738 | $8,051,428 | -$222,310 | -2.69% | |
| Seabridge Investment Advisors Llc | 1.18% | 316,529 | $8,128,463 | $7,910,060 | -$218,403 | -2.69% | |
| Wells Fargo & Company/Mn | 0.00% | 284,279 | $7,300,276 | $7,104,132 | -$196,144 | -2.69% | |
| Goldman Sachs Group Inc | 0.00% | 269,522 | $6,921,325 | $6,735,355 | -$185,970 | -2.69% | |
| Financial Engines Advisors L.L.C. | 0.01% | 217,545 | $5,586,550 | $5,436,450 | -$150,100 | -2.69% | |
| Great Valley Advisor Group, Inc. | 0.08% | 200,387 | $5,145,933 | $5,007,671 | -$138,262 | -2.69% | |
| Aquire Wealth Advisors, Llc | 1.12% | 203,816 | $4,967,001 | $5,093,362 | +$126,361 | +2.54% | |
| Procyon Advisors, Llc | 0.19% | 184,481 | $4,495,802 | $4,610,180 | +$114,378 | +2.54% | |
| Cetera Investment Advisers | 0.00% | 168,079 | $4,316,267 | $4,200,294 | -$115,973 | -2.69% | |
| Bank Of New York Mellon Corp | 0.00% | 162,020 | $4,160,666 | $4,048,880 | -$111,786 | -2.69% | |
| Focus Partners Wealth | 0.00% | 142,117 | $3,649,565 | $3,551,504 | -$98,061 | -2.69% | |
| Allen Capital Group, Llc | 0.26% | 132,439 | $3,227,544 | $3,309,651 | +$82,107 | +2.54% | |
| Note Advisors, Llc | 1.35% | 120,853 | $3,103,504 | $3,020,116 | -$83,388 | -2.69% | |
| Raymond James Financial Inc | 0.00% | 119,786 | $3,076,103 | $2,993,452 | -$82,651 | -2.69% | |
| Cfs Investment Advisory Services, Llc | 0.20% | 123,436 | $3,008,135 | $3,084,666 | +$76,531 | +2.54% | |
| Garde Capital, Inc. | 0.16% | 119,023 | $2,900,591 | $2,974,385 | +$73,794 | +2.54% | |
| Charles Schwab Trust Co | 0.17% | 118,872 | $2,896,911 | $2,970,611 | +$73,700 | +2.54% | |
| Integrity Wealth Solutions Llc | 1.04% | 109,654 | $2,815,911 | $2,740,253 | -$75,658 | -2.69% | |
| Jpmorgan Chase & Co | 0.00% | 104,031 | $2,681,943 | $2,599,735 | -$82,208 | -3.07% | |
| Tiaa Trust, National Association | 0.15% | 101,072 | $2,595,529 | $2,525,789 | -$69,740 | -2.69% | |
| Verde Capital Management | 0.45% | 105,846 | $2,579,479 | $2,645,092 | +$65,613 | +2.54% | |
| Blackdiamond Wealth Management, Llc | 1.02% | 100,268 | $2,510,711 | $2,505,697 | -$5,014 | -0.20% | |
| Foundations Investment Advisors, Llc | 0.02% | 92,292 | $2,370,046 | $2,306,377 | -$63,669 | -2.69% | |
| Continuum Advisory, Llc | 0.17% | 80,173 | $2,058,841 | $2,003,523 | -$55,318 | -2.69% | |
| Altfest L J & Co Inc | 0.20% | 83,519 | $2,035,369 | $2,087,140 | +$51,771 | +2.54% | |
| Jacobi Capital Management Llc | 0.10% | 78,926 | $2,026,835 | $1,972,361 | -$54,474 | -2.69% | |
| St Germain D J Co Inc | 0.07% | 74,656 | $1,917,166 | $1,865,653 | -$51,513 | -2.69% | |
| Rinkey Investments | 0.46% | 78,210 | $1,905,988 | $1,954,468 | +$48,480 | +2.54% | |
| Truist Financial Corp | 0.00% | 73,646 | $1,794,753 | $1,840,414 | +$45,661 | +2.54% | |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | 70,227 | $1,711,452 | $1,754,973 | +$43,521 | +2.54% | |
| Wealthcare Advisory Partners Llc | 0.03% | 65,705 | $1,601,240 | $1,641,968 | +$40,728 | +2.54% | |
| Mariner, Llc | 0.00% | 56,381 | $1,447,851 | $1,408,961 | -$38,890 | -2.69% | |
| Culbertson A N & Co Inc | 0.16% | 56,780 | $1,383,729 | $1,418,932 | +$35,203 | +2.54% | |
| Sigfig Wealth Management, Llc | 0.03% | 55,588 | $1,354,686 | $1,389,144 | +$34,458 | +2.54% |
Frequently asked questions about SPIP
Who are the largest institutional holders of SPIP?
The largest institutional holders of SPIP reported in the latest SEC Form 13F filings include Cwm, Llc, State Street Corp, Charles Schwab Investment Management Inc, 3Edge Asset Management, Lp, and Cannon Financial Strategists, Inc.. InsiderSet ranks institutional holders by their latest reported SPIP position.
What is SPIP institutional ownership?
This page tracks SPIP positions reported by institutional investment managers through SEC Form 13F. SPDR PORTFOLIO TIPS ETF (SPIP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPIP?
InsiderSet currently tracks 196 institutional managers reporting SPIP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPIP shareholders.
How much SPIP stock do institutions own?
Institutional investment managers disclosed approximately $681.41M in SPIP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPIP institutional ownership last updated?
The latest SPIP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPIP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPIP position after the reporting date.
Are institutions buying or selling SPIP?
Institutional buying and selling can be analyzed by comparing SPIP positions across consecutive 13F reporting periods. InsiderSet's SPIP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPIP ownership changes.
How has SPIP institutional ownership changed over time?
InsiderSet tracks SPIP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.