SPDR BLOOMBERG 1-10 YEAR TIP (TIPX) Institutional Shareholders
SPDR BLOOMBERG 1-10 YEAR TIP (TIPX) 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 $1.81B in TIPX holdings during the latest filing period.
State Street Corp is currently the largest disclosed institutional shareholder of TIPX tracked by InsiderSet, reporting ownership valued at approximately $1.12B in its June 30, 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 $1.08B, representing an estimated loss of -3.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed TIPX value among the investors covered in this analysis. Major shareholders include State Street Corp, Ubs Group Ag, Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, and several other long-term asset managers with concentrated positions in SPDR BLOOMBERG 1-10 YEAR TIP (TIPX).
This page ranks the largest institutional TIPX 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
149
Total Reported Value
$1.81B
Largest Holder
State Street Corp
Largest Position
$1.12B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| State Street Corp | 0.03% | 59,157,599 | $1,119,853,349 | $1,079,626,182 | -$40,227,167 | -3.59% | |
| Ubs Group Ag | 0.05% | 15,032,545 | $284,566,077 | $274,343,946 | -$10,222,131 | -3.59% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 3,410,777 | $65,452,811 | $62,246,680 | -$3,206,131 | -4.90% | |
| Lpl Financial Llc | 0.01% | 2,989,664 | $56,594,339 | $54,561,368 | -$2,032,971 | -3.59% | |
| St Germain D J Co Inc | 1.16% | 1,706,468 | $32,303,448 | $31,143,041 | -$1,160,407 | -3.59% | |
| Envestnet Asset Management Inc | 0.00% | 1,021,257 | $19,332,397 | $18,637,940 | -$694,457 | -3.59% | |
| Brio Consultants, Llc | 2.24% | 1,009,494 | $19,109,717 | $18,423,266 | -$686,452 | -3.59% | |
| Envestnet Portfolio Solutions, Inc. | 0.08% | 852,862 | $16,144,678 | $15,564,732 | -$579,947 | -3.59% | |
| Security National Bank | 1.47% | 650,277 | $12,309,744 | $11,867,555 | -$442,189 | -3.59% | |
| Stratos Wealth Partners, Ltd. | 0.10% | 550,696 | $10,424,694 | $10,050,202 | -$374,492 | -3.59% | |
| Treasure Coast Financial Planning | 4.97% | 538,380 | $10,191,541 | $9,825,435 | -$366,106 | -3.59% | |
| Jpmorgan Chase & Co | 0.00% | 502,817 | $9,533,436 | $9,176,410 | -$357,026 | -3.74% | |
| Morgan Stanley | 0.00% | 362,795 | $6,867,733 | $6,621,009 | -$246,724 | -3.59% | |
| Aspire Private Capital, Llc | 1.34% | 343,540 | $6,503,215 | $6,269,605 | -$233,610 | -3.59% | |
| Assetmark, Inc | 0.01% | 338,125 | $6,400,706 | $6,170,781 | -$229,925 | -3.59% | |
| Continuum Advisory, Llc | 0.48% | 314,784 | $5,958,853 | $5,744,808 | -$214,045 | -3.59% | |
| Cerity Partners Llc | 0.01% | 300,675 | $5,691,785 | $5,487,319 | -$204,466 | -3.59% | |
| Alesco Advisors, Llc, An Esl Co | 0.12% | 284,895 | $5,393,062 | $5,199,334 | -$193,728 | -3.59% | |
| Pinnacle Wealth Planning Services, Inc. | 0.44% | 243,967 | $4,618,300 | $4,452,398 | -$165,902 | -3.59% | |
| Mcilrath & Eck, Llc | 0.34% | 240,061 | $4,606,771 | $4,381,113 | -$225,658 | -4.90% | |
| Bank Of America Corp | 0.00% | 223,228 | $4,225,707 | $4,073,911 | -$151,796 | -3.59% | |
| Foundations Investment Advisors, Llc | 0.04% | 197,174 | $3,732,500 | $3,598,426 | -$134,075 | -3.59% | |
| Sovran Advisors, Llc | 0.27% | 196,516 | $3,681,728 | $3,586,417 | -$95,311 | -2.59% | |
| Newedge Advisors, Llc | 0.01% | 189,782 | $3,592,582 | $3,463,522 | -$129,061 | -3.59% | |
| Royal Bank Of Canada | 0.00% | 182,076 | $3,447,000 | $3,322,887 | -$124,113 | -3.60% | |
| Cetera Investment Advisers | 0.00% | 174,366 | $3,300,739 | $3,182,180 | -$118,560 | -3.59% | |
| Lynx Investment Advisory | 0.98% | 158,174 | $2,994,243 | $2,886,676 | -$107,568 | -3.59% | |
| Rockefeller Capital Management L.P. | 0.00% | 145,518 | $2,754,664 | $2,655,704 | -$98,961 | -3.59% | |
| Sonoma Allocations Llc | 0.84% | 144,049 | $2,701,643 | $2,628,894 | -$72,749 | -2.69% | |
| Mutual Advisors, Llc | 0.05% | 140,114 | $2,652,367 | $2,557,081 | -$95,287 | -3.59% | |
| Park Avenue Securities Llc | 0.02% | 137,778 | $2,608,000 | $2,514,449 | -$93,552 | -3.59% | |
| Raleigh Capital Management Inc. | 0.79% | 131,289 | $2,485,300 | $2,396,024 | -$89,276 | -3.59% | |
| Chapman Financial Group, Llc | 1.53% | 121,436 | $2,298,784 | $2,216,207 | -$82,577 | -3.59% | |
| Financial & Tax Architects, Llc | 0.45% | 113,911 | $2,156,335 | $2,078,876 | -$77,459 | -3.59% | |
| Raymond James Financial Inc | 0.00% | 110,115 | $2,084,486 | $2,009,599 | -$74,887 | -3.59% | |
| Stifel Financial Corp | 0.00% | 103,194 | $1,953,477 | $1,883,291 | -$70,187 | -3.59% | |
| Good Harbor Advisors, Inc. | 1.89% | 101,987 | $1,930,653 | $1,861,263 | -$69,390 | -3.59% | |
| Hibernia Wealth Partners, Llc | 1.03% | 100,721 | $1,906,651 | $1,838,158 | -$68,493 | -3.59% | |
| Intrua Financial, Llc | 0.17% | 93,820 | $1,776,021 | $1,712,215 | -$63,806 | -3.59% | |
| Landmark Wealth Management, Inc. | 0.52% | 82,432 | $1,560,433 | $1,504,384 | -$56,049 | -3.59% | |
| Equitable Holdings, Inc. | 0.01% | 82,380 | $1,559,462 | $1,503,435 | -$56,027 | -3.59% | |
| Wells Fargo & Company/Mn | 0.00% | 78,436 | $1,484,795 | $1,431,457 | -$53,338 | -3.59% | |
| Manufacturers Life Insurance Company, The | 0.00% | 78,300 | $1,482,219 | $1,428,975 | -$53,244 | -3.59% | |
| Concurrent Investment Advisors, Llc | 0.01% | 76,227 | $1,442,984 | $1,391,143 | -$51,841 | -3.59% | |
| Mcnamara Financial Services, Inc. | 0.25% | 75,977 | $1,438,245 | $1,386,580 | -$51,665 | -3.59% | |
| Partners Capital Investment Group, Llp | 0.05% | 72,114 | $1,365,118 | $1,316,081 | -$49,038 | -3.59% | |
| Creativeone Wealth, Llc | 0.03% | 71,174 | $1,347,326 | $1,298,926 | -$48,401 | -3.59% | |
| Visionary Horizons, Llc | 0.55% | 69,834 | $1,321,958 | $1,274,471 | -$47,488 | -3.59% | |
| Virtu Financial Llc | 0.04% | 65,925 | $1,248,000 | $1,203,131 | -$44,869 | -3.60% | |
| Capital Investment Management, Inc. | 0.38% | 65,480 | $1,239,528 | $1,195,010 | -$44,518 | -3.59% |
Frequently asked questions about TIPX
Who are the largest institutional holders of TIPX?
The largest institutional holders of TIPX reported in the latest SEC Form 13F filings include State Street Corp, Ubs Group Ag, Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, Lpl Financial Llc, and St Germain D J Co Inc. InsiderSet ranks institutional holders by their latest reported TIPX position.
What is TIPX institutional ownership?
This page tracks TIPX positions reported by institutional investment managers through SEC Form 13F. SPDR BLOOMBERG 1-10 YEAR TIP (TIPX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TIPX?
InsiderSet currently tracks 149 institutional managers reporting TIPX 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 TIPX shareholders.
How much TIPX stock do institutions own?
Institutional investment managers disclosed approximately $1.81B in TIPX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TIPX institutional ownership last updated?
The latest TIPX 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 TIPX 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 TIPX position after the reporting date.
Are institutions buying or selling TIPX?
Institutional buying and selling can be analyzed by comparing TIPX positions across consecutive 13F reporting periods. InsiderSet's TIPX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TIPX ownership changes.
How has TIPX institutional ownership changed over time?
InsiderSet tracks TIPX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.