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 $1.69B 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 $1.02B 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 $994.67M, representing an estimated loss of -2.45% 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
146
Total Reported Value
$1.69B
Largest Holder
State Street Corp
Largest Position
$1.02B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
135
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| State Street Corp | 0.04% | 53,134,133 | $1,019,644,012 | $994,670,970 | -$24,973,042 | -2.45% | |
| Ubs Group Ag | 0.05% | 14,544,462 | $279,108,226 | $272,272,329 | -$6,835,897 | -2.45% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 3,410,777 | $65,452,811 | $63,849,745 | -$1,603,066 | -2.45% | |
| Lpl Financial Llc | 0.01% | 2,784,894 | $53,442,105 | $52,133,216 | -$1,308,889 | -2.45% | |
| St Germain D J Co Inc | 1.16% | 1,706,468 | $32,303,448 | $31,945,081 | -$358,367 | -1.11% | |
| Bank Of America Corp | 0.00% | 987,334 | $18,946,939 | $18,482,892 | -$464,047 | -2.45% | |
| Brio Consultants, Llc | 2.32% | 985,292 | $18,937,315 | $18,444,666 | -$492,649 | -2.60% | |
| Peak Retirement Planning, Inc. | 3.51% | 190,121 | $17,622,296 | $3,559,065 | -$14,063,231 | -79.80% | |
| Envestnet Asset Management Inc | 0.00% | 913,531 | $17,530,660 | $17,101,300 | -$429,360 | -2.45% | |
| Envestnet Portfolio Solutions, Inc. | 0.08% | 852,862 | $16,144,678 | $15,965,577 | -$179,101 | -1.11% | |
| Security National Bank | 1.47% | 650,277 | $12,309,744 | $12,173,185 | -$136,559 | -1.11% | |
| Treasure Coast Financial Planning | 4.97% | 538,380 | $10,191,541 | $10,078,474 | -$113,067 | -1.11% | |
| Morgan Stanley | 0.00% | 358,691 | $6,883,307 | $6,714,696 | -$168,611 | -2.45% | |
| Aspire Private Capital, Llc | 1.34% | 343,540 | $6,503,215 | $6,431,069 | -$72,146 | -1.11% | |
| Assetmark, Inc | 0.01% | 338,125 | $6,400,706 | $6,329,700 | -$71,006 | -1.11% | |
| Continuum Advisory, Llc | 0.57% | 306,945 | $5,890,282 | $5,746,010 | -$144,272 | -2.45% | |
| Alesco Advisors, Llc, An Esl Co | 0.15% | 297,784 | $5,714,475 | $5,574,516 | -$139,959 | -2.45% | |
| Cerity Partners Llc | 0.01% | 266,932 | $5,122,424 | $4,996,967 | -$125,457 | -2.45% | |
| Mcilrath & Eck, Llc | 0.34% | 240,061 | $4,606,771 | $4,493,942 | -$112,829 | -2.45% | |
| Pinnacle Wealth Planning Services, Inc. | 0.46% | 233,915 | $4,488,821 | $4,378,889 | -$109,932 | -2.45% | |
| Sovran Advisors, Llc | 0.27% | 196,516 | $3,681,728 | $3,678,780 | -$2,948 | -0.08% | |
| Stifel Financial Corp | 0.00% | 167,820 | $3,220,480 | $3,141,590 | -$78,890 | -2.45% | |
| Cetera Investment Advisers | 0.00% | 166,047 | $3,186,441 | $3,108,400 | -$78,041 | -2.45% | |
| Foundations Investment Advisors, Llc | 0.04% | 162,973 | $3,127,456 | $3,050,855 | -$76,601 | -2.45% | |
| Lynx Investment Advisory | 0.98% | 158,174 | $2,994,243 | $2,961,017 | -$33,226 | -1.11% | |
| Rockefeller Capital Management L.P. | 0.00% | 142,185 | $2,728,543 | $2,661,703 | -$66,840 | -2.45% | |
| Sonoma Allocations Llc | 0.84% | 144,049 | $2,701,643 | $2,696,597 | -$5,046 | -0.19% | |
| Mutual Advisors, Llc | 0.06% | 137,531 | $2,639,224 | $2,574,580 | -$64,644 | -2.45% | |
| Raleigh Capital Management Inc. | 0.79% | 131,289 | $2,485,300 | $2,457,730 | -$27,570 | -1.11% | |
| Chapman Financial Group, Llc | 1.64% | 119,686 | $2,296,775 | $2,240,522 | -$56,253 | -2.45% | |
| Hightower Advisors, Llc | 0.00% | 119,181 | $2,287,105 | $2,231,068 | -$56,037 | -2.45% | |
| Financial & Tax Architects, Llc | 0.45% | 113,911 | $2,156,335 | $2,132,414 | -$23,921 | -1.11% | |
| Raymond James Financial Inc | 0.00% | 108,599 | $2,084,021 | $2,032,973 | -$51,048 | -2.45% | |
| Henderson Brothers Financial Partners, Llc | 0.51% | 105,236 | $2,019,492 | $1,970,018 | -$49,474 | -2.45% | |
| Good Harbor Advisors, Inc. | 1.89% | 101,987 | $1,930,653 | $1,909,197 | -$21,456 | -1.11% | |
| Hibernia Wealth Partners, Llc | 1.03% | 100,721 | $1,906,651 | $1,885,497 | -$21,154 | -1.11% | |
| Intrua Financial, Llc | 0.17% | 93,820 | $1,776,021 | $1,756,310 | -$19,711 | -1.11% | |
| Concurrent Investment Advisors, Llc | 0.01% | 76,227 | $1,442,984 | $1,426,969 | -$16,015 | -1.11% | |
| Mcnamara Financial Services, Inc. | 0.25% | 75,977 | $1,438,245 | $1,422,289 | -$15,956 | -1.11% | |
| Landmark Wealth Management, Inc. | 0.53% | 73,755 | $1,415,358 | $1,380,694 | -$34,664 | -2.45% | |
| Equitable Holdings, Inc. | 0.01% | 74,117 | $1,414,152 | $1,387,470 | -$26,682 | -1.89% | |
| Partners Capital Investment Group, Llp | 0.05% | 72,114 | $1,383,868 | $1,349,974 | -$33,894 | -2.45% | |
| Visionary Horizons, Llc | 0.55% | 69,834 | $1,321,958 | $1,307,292 | -$14,666 | -1.11% | |
| Capital Investment Management, Inc. | 0.38% | 65,480 | $1,239,528 | $1,225,786 | -$13,742 | -1.11% | |
| Breakwater Capital Group | 0.14% | 60,437 | $1,144,072 | $1,131,381 | -$12,691 | -1.11% | |
| Parallel Advisors, Llc | 0.02% | 58,132 | $1,115,565 | $1,088,231 | -$27,334 | -2.45% | |
| Capital Wealth Management, Llc | 0.26% | 57,818 | $1,094,495 | $1,082,353 | -$12,142 | -1.11% | |
| Truist Financial Corp | 0.00% | 57,244 | $1,083,627 | $1,071,608 | -$12,019 | -1.11% | |
| Simplicity Wealth,Llc | 0.06% | 54,399 | $1,043,914 | $1,018,349 | -$25,565 | -2.45% | |
| Royal Bank Of Canada | 0.00% | 52,854 | $1,015,000 | $989,427 | -$25,573 | -2.52% |
Frequently asked questions about TIPX
Who owns the most TIPX stock?
The largest holders of TIPX 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 BLOOMBERG 1-10 YEAR TIP (TIPX).
Is TIPX widely held by superinvestors?
Many widely followed stocks like TIPX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TIPX 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.