Who Owns STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF (TIPX)? -- Institutional Holders (2026-03-31)
162 institutions reported holding $1.70B of STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF (TIPX) in SEC 13F filings for 2026-03-31. Largest institutional holders: STATE STREET CORP ($1.02B), UBS Group AG ($279.1M), UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC ($65.5M), LPL Financial LLC ($53.4M), ST GERMAIN D J CO INC ($30.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | STATE STREET CORP | $1.02B | 53.1M | Trimmed |
| 2 | UBS Group AG | $279.1M | 14.5M | Added |
| 3 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $65.5M | 3.4M | Added |
| 4 | LPL Financial LLC | $53.4M | 2.8M | Added |
| 5 | ST GERMAIN D J CO INC | $30.5M | 1.6M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $18.9M | 987,334 | Added |
| 7 | Brio Consultants, LLC | $18.9M | 985,292 | Added |
| 8 | Peak Retirement Planning, Inc. | $17.6M | 190,121 | New |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $17.5M | 913,531 | Added |
| 10 | Envestnet Portfolio Solutions, Inc. | $14.7M | 765,915 | Added |
| 11 | Security National Bank | $12.4M | 648,656 | Added |
| 12 | Treasure Coast Financial Planning | $10.2M | 531,767 | Trimmed |
| 13 | MORGAN STANLEY | $6.9M | 358,691 | Added |
| 14 | ASSETMARK, INC | $6.3M | 328,181 | Trimmed |
| 15 | Aspire Private Capital, LLC | $6.2M | 321,985 | Added |
| 16 | Continuum Advisory, LLC | $5.9M | 306,945 | Added |
| 17 | Alesco Advisors LLC | $5.7M | 297,784 | Trimmed |
| 18 | Cerity Partners LLC | $5.1M | 266,932 | New |
| 19 | McIlrath & Eck, LLC | $4.6M | 240,061 | New |
| 20 | Pinnacle Wealth Planning Services, Inc. | $4.5M | 233,915 | Trimmed |
| 21 | Sonoma Allocations LLC | $3.9M | 200,784 | Trimmed |
| 22 | Sovran Advisors, LLC | $3.8M | 196,875 | Trimmed |
| 23 | Hibernia Wealth Partners, LLC | $3.5M | 182,867 | Added |
| 24 | STIFEL FINANCIAL CORP | $3.2M | 167,820 | Added |
| 25 | Cetera Investment Advisers | $3.2M | 166,047 | Added |
Source: SEC Form 13F filings · as of 2026-03-31