SPDR PORTFOLIO TIPS ETF (SPIP) Institutional Shareholders
SPDR PORTFOLIO TIPS ETF (SPIP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $686.69M in SPIP holdings during the latest filing period.
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 $113.13M, representing an estimated loss of -5.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
195
Total Reported Value
$686.69M
Largest Holder
Cwm, Llc
Largest Position
$119.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
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 | $113,132,172 | -$6,048,390 | -5.07% | |
| State Street Corp | 0.00% | 3,869,418 | $99,366,654 | $95,535,930 | -$3,830,724 | -3.86% | |
| Charles Schwab Investment Management Inc | 0.01% | 2,803,213 | $71,986,510 | $69,211,329 | -$2,775,181 | -3.86% | |
| 3Edge Asset Management, Lp | 1.91% | 1,668,236 | $42,840,300 | $41,188,747 | -$1,651,553 | -3.86% | |
| Cannon Financial Strategists, Inc. | 3.59% | 1,228,789 | $31,555,300 | $30,338,800 | -$1,216,500 | -3.86% | |
| Pure Financial Advisors, Llc | 0.34% | 1,041,207 | $26,738,186 | $25,707,401 | -$1,030,785 | -3.86% | |
| Lpl Financial Llc | 0.00% | 848,847 | $21,798,396 | $20,958,032 | -$840,364 | -3.86% | |
| Cerity Partners Llc | 0.03% | 830,222 | $21,320,101 | $20,498,181 | -$821,920 | -3.86% | |
| Hughes Financial Services, Llc | 2.75% | 808,835 | $20,770,870 | $19,970,136 | -$800,734 | -3.86% | |
| Bank Of America Corp | 0.00% | 698,096 | $17,927,096 | $17,235,990 | -$691,106 | -3.86% | |
| Fulton Breakefield Broenniman Llc | 0.64% | 426,017 | $10,940,113 | $10,518,360 | -$421,753 | -3.86% | |
| Morgan Stanley | 0.00% | 421,149 | $10,815,119 | $10,398,169 | -$416,950 | -3.86% | |
| Envestnet Asset Management Inc | 0.00% | 391,911 | $10,064,273 | $9,676,283 | -$387,990 | -3.86% | |
| Ern Financial, Llc | 1.58% | 371,944 | $9,551,518 | $9,183,297 | -$368,221 | -3.86% | |
| Ifg Advisory, Llc | 0.31% | 346,590 | $8,900,425 | $8,557,307 | -$343,118 | -3.86% | |
| Private Advisor Group, Llc | 0.04% | 322,186 | $8,273,738 | $7,954,772 | -$318,966 | -3.86% | |
| Seabridge Investment Advisors Llc | 1.18% | 316,529 | $8,128,463 | $7,815,101 | -$313,362 | -3.86% | |
| Flagship Harbor Advisors, Llc | 0.31% | 310,719 | $7,979,264 | $7,671,652 | -$307,612 | -3.86% | |
| Wells Fargo & Company/Mn | 0.00% | 284,279 | $7,300,276 | $7,018,849 | -$281,427 | -3.86% | |
| Goldman Sachs Group Inc | 0.00% | 269,522 | $6,921,325 | $6,654,498 | -$266,827 | -3.86% | |
| Financial Engines Advisors L.L.C. | 0.01% | 217,545 | $5,586,550 | $5,371,186 | -$215,364 | -3.86% | |
| Aquire Wealth Advisors, Llc | 1.22% | 206,789 | $5,310,362 | $5,105,620 | -$204,742 | -3.86% | |
| Great Valley Advisor Group, Inc. | 0.08% | 200,387 | $5,145,933 | $4,947,555 | -$198,378 | -3.86% | |
| Procyon Advisors, Llc | 0.21% | 186,544 | $4,790,450 | $4,605,771 | -$184,679 | -3.86% | |
| Cetera Investment Advisers | 0.00% | 168,079 | $4,316,267 | $4,149,871 | -$166,396 | -3.86% | |
| Bank Of New York Mellon Corp | 0.00% | 162,020 | $4,160,666 | $4,000,274 | -$160,392 | -3.85% | |
| Focus Partners Wealth | 0.00% | 142,117 | $3,649,565 | $3,508,869 | -$140,696 | -3.86% | |
| Verde Capital Management | 0.62% | 129,584 | $3,327,738 | $3,199,429 | -$128,309 | -3.86% | |
| Garde Capital, Inc. | 0.15% | 127,494 | $3,274,046 | $3,147,827 | -$126,219 | -3.86% | |
| Note Advisors, Llc | 1.35% | 120,853 | $3,103,504 | $2,983,861 | -$119,643 | -3.86% | |
| Raymond James Financial Inc | 0.00% | 119,786 | $3,076,103 | $2,957,516 | -$118,587 | -3.86% | |
| Integrity Wealth Solutions Llc | 1.04% | 109,654 | $2,815,911 | $2,707,357 | -$108,554 | -3.86% | |
| Jpmorgan Chase & Co | 0.00% | 104,031 | $2,681,943 | $2,568,525 | -$113,418 | -4.23% | |
| Tiaa Trust, National Association | 0.15% | 101,072 | $2,595,529 | $2,495,468 | -$100,061 | -3.86% | |
| Blackdiamond Wealth Management, Llc | 1.02% | 100,268 | $2,510,711 | $2,475,617 | -$35,094 | -1.40% | |
| Cfs Investment Advisory Services, Llc | 0.17% | 98,664 | $2,508,039 | $2,436,014 | -$72,025 | -2.87% | |
| Foundations Investment Advisors, Llc | 0.02% | 92,292 | $2,370,046 | $2,278,689 | -$91,357 | -3.85% | |
| Allen Capital Group, Llc | 0.18% | 85,227 | $2,188,623 | $2,104,255 | -$84,368 | -3.85% | |
| Continuum Advisory, Llc | 0.17% | 80,173 | $2,058,841 | $1,979,471 | -$79,370 | -3.86% | |
| Altfest L J & Co Inc | 0.20% | 79,400 | $2,038,990 | $1,960,386 | -$78,604 | -3.86% | |
| Jacobi Capital Management Llc | 0.10% | 78,926 | $2,026,835 | $1,948,683 | -$78,152 | -3.86% | |
| Truist Financial Corp | 0.00% | 78,462 | $2,014,904 | $1,937,227 | -$77,677 | -3.86% | |
| St Germain D J Co Inc | 0.07% | 74,656 | $1,917,166 | $1,843,257 | -$73,909 | -3.86% | |
| Rinkey Investments | 0.43% | 71,130 | $1,826,626 | $1,756,200 | -$70,426 | -3.86% | |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | 68,315 | $1,754,350 | $1,686,697 | -$67,653 | -3.86% | |
| Sigfig Wealth Management, Llc | 0.04% | 57,557 | $1,483,827 | $1,421,082 | -$62,745 | -4.23% | |
| Culbertson A N & Co Inc | 0.17% | 56,780 | $1,458,110 | $1,401,898 | -$56,212 | -3.86% | |
| Mariner, Llc | 0.00% | 56,381 | $1,447,851 | $1,392,047 | -$55,804 | -3.85% | |
| Osaic Holdings, Inc. | 0.00% | 50,333 | $1,292,827 | $1,242,722 | -$50,105 | -3.88% | |
| Charles Schwab Trust Co | 0.07% | 47,684 | $1,224,525 | $1,177,318 | -$47,207 | -3.86% |
Frequently asked questions about SPIP
Who owns the most SPIP stock?
The largest holders of SPIP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORTFOLIO TIPS ETF (SPIP).
Is SPIP widely held by superinvestors?
Many widely followed stocks like SPIP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPIP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.