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SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) Institutional Ownership

SPDR Bloomberg Barclays 1-10 Year TIPS ETF logo
$18.61 -0.03 (-0.16%)
(As of 12/17/2024 ET)

Institutional Ownership Changes (13F Filings) for SPDR Bloomberg Barclays 1-10 Year TIPS ETF (NYSEARCA:TIPX)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$11.95M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$5.76M
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TIPX Institutional Buying and Selling by Quarter

SPDR Bloomberg Barclays 1-10 Year TIPS ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Continuum Advisory LLC286,806$5.33M0.7%-0.7%0.389%
11/14/2024 Flow Traders U.S. LLC181,176$3.43M0.2%N/A0.245%
11/7/2024 Tidemark LLC40,536$768K0.3%+7.5%0.055%
11/5/2024 Lynx Investment Advisory33,737$639K0.5%+2.1%0.046%
10/29/2024 Farther Finance Advisors LLC94,819$1.80M0.1%-17.2%0.128%
10/24/2024 Richardson Financial Services Inc.13,331$247K0.2%+9.2%0.018%
10/18/2024ST Germain D J Co. Inc.980,527$18.58M0.9%+4.3%1.329%
8/14/2024 Certified Advisory Corp165,806$3.06M0.4%-4.6%0.225%
7/31/2024 Farther Finance Advisors LLC114,484$2.10M0.1%-4.8%0.155%
7/20/2024 Continuum Advisory LLC288,937$5.34M0.8%-0.5%0.392%
7/16/2024 ORG Partners LLC2,931$54K0.0%N/A0.004%
7/9/2024 Lynx Investment Advisory33,036$611K0.5%N/A0.045%
7/8/2024ST Germain D J Co. Inc.939,924$17.37M0.8%+5.7%1.274%
5/16/2024 Global Financial Private Client LLC5,559$103K0.0%-82.2%0.008%
5/10/2024 Pinnacle Wealth Planning Services Inc.192,292$3.58M0.5%+2.5%0.261%
5/4/2024 Richardson Financial Services Inc.12,601$235K0.2%-32.5%0.017%
5/2/2024 USAdvisors Wealth Management LLC10,069$187K0.1%-26.0%0.014%
4/30/2024 Private Advisor Group LLC89,320$1.67M0.0%-20.1%0.121%
4/2/2024ST Germain D J Co. Inc.889,045$16.57M0.8%+25.4%1.213%
3/8/2024ICA Group Wealth Management LLC121,984$2.27M0.5%+10.2%0.166%
3/4/2024 Richardson Financial Services Inc.18,660$347K0.3%N/A0.025%
2/12/2024 Tradition Wealth Management LLC133,694$2.49M0.3%-57.0%0.182%
2/9/2024 Tidemark LLC48,952$910K0.6%N/A0.067%
2/9/2024 Certified Advisory Corp170,124$3.16M0.5%-0.6%0.232%
2/9/2024 L.M. Kohn & Company12,199$227K0.1%-9.1%0.017%
2/8/2024 Janney Montgomery Scott LLC133,131$2.48M0.0%-17.6%0.182%
2/8/2024 Pinnacle Wealth Planning Services Inc.187,605$3.49M0.5%+2.3%0.256%
1/30/2024 Avior Wealth Management LLC2,142$38K0.0%-55.9%0.003%
1/24/2024 Private Trust Co. NA5,504$102K0.0%-41.3%0.008%
1/23/2024 Regency Capital Management Inc. DE25,415$472K0.3%N/A0.035%
1/4/2024 Canandaigua National Bank & Trust Co.13,950$259K0.0%N/A0.019%
1/1/2024 VisionPoint Advisory Group LLC6,889$125K0.1%+156.6%0.009%
1/1/2024 Raleigh Capital Management Inc.90,575$1.64M0.8%+18.3%0.124%
11/13/2023 Certified Advisory Corp171,127$3.09M0.3%+3.6%0.233%
11/9/2023 USAdvisors Wealth Management LLC48,466$876K0.4%+3.9%0.066%
11/8/2023 Janney Montgomery Scott LLC161,624$2.92M0.0%-10.1%0.220%
11/8/2023 Pinnacle Wealth Planning Services Inc.183,306$3.31M0.5%+3.3%0.250%
11/6/2023 Eldridge Investment Advisors Inc.85,401$1.54M0.5%N/A0.117%
10/24/2023 Bank of New York Mellon Corp10,266$186K0.0%N/A0.014%
10/23/2023ST Germain D J Co. Inc.518,675$9.38M0.5%+39.9%0.708%
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10/18/2023 Private Trust Co. NA9,373$169K0.0%-7.6%0.013%
10/17/2023 Newbridge Financial Services Group Inc.3,956$72K0.0%-42.3%0.005%
10/17/2023 Avior Wealth Management LLC4,862$86K0.0%-46.9%0.007%
9/12/2023 Farther Finance Advisors LLC138,654$2.56M0.6%+35.8%0.189%
9/7/2023ST Germain D J Co. Inc.370,634$6.84M0.4%N/A0.506%
8/14/2023 Certified Advisory Corp165,137$3.05M0.6%+7.8%0.225%
8/10/2023 Ledyard National Bank56,071$1.04M0.1%N/A0.076%
8/7/2023 Keystone Financial Group14,322$264K0.0%N/A0.020%
8/7/2023 Pinnacle Wealth Planning Services Inc.177,400$3.28M0.5%+3.6%0.242%
8/2/2023 Newman Dignan & Sheerar Inc.13,563$250K0.1%-57.9%0.019%
7/28/2023 Private Trust Co. NA10,147$187K0.0%-23.6%0.014%
7/26/2023 Janney Montgomery Scott LLC179,820$3.32M0.0%-2.6%0.248%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC9,157$167K0.0%-12.5%0.013%
7/17/2023 Bridge Advisory LLC27,745$512K0.2%-2.8%0.038%
5/22/2023 American Trust47,234$894K0.1%N/A0.062%
5/12/2023 Tradition Wealth Management LLC349,298$6.65M0.8%+4.2%0.458%
5/8/2023 PCG Wealth Advisors LLC22,538$429K0.3%-18.1%0.030%
5/8/2023 L.M. Kohn & Company14,229$271K0.1%-34.9%0.019%
5/8/2023 Good Life Advisors LLC571,100$10.87M1.4%+0.3%0.749%
5/8/2023Capital Wealth Management LLC66,573$1.27M0.7%+174.7%0.087%
5/8/2023 Sigma Planning Corp12,964$247K0.0%-11.1%0.017%
5/8/2023 Global Retirement Partners LLC45,170$854K0.0%-9.7%0.059%
5/5/2023 Assetmark Inc.650,945$12.39M0.1%-9.3%0.854%
5/3/2023 Pinnacle Wealth Planning Services Inc.171,291$3.26M0.5%+0.5%0.225%
5/3/2023 Integrated Wealth Concepts LLC20,636$393K0.0%+5.3%0.027%
4/28/2023 Newman Dignan & Sheerar Inc.32,183$612K0.2%-52.7%0.042%
4/28/2023 Janney Montgomery Scott LLC184,642$3.51M0.0%+100.7%0.242%
4/20/2023 Accel Wealth Management5,489$104K0.0%-30.5%0.007%
4/13/2023 USAdvisors Wealth Management LLC46,142$878K0.4%N/A0.061%
4/12/2023 Private Trust Co. NA13,285$253K0.0%-48.7%0.017%
2/16/2023 Certified Advisory Corp128,279$2.37M0.5%+10.8%0.169%
2/13/2023 Integrated Wealth Concepts LLC19,598$362K0.0%+34.7%0.026%
2/13/2023 Pinnacle Wealth Planning Services Inc.170,368$3.14M0.6%+36.8%0.224%
2/7/2023 Keystone Financial Group15,587$288K0.1%-25.1%0.020%
2/7/2023 Valmark Advisers Inc.39,366$726K0.0%+7.3%0.052%
2/3/2023 Tradition Wealth Management LLC335,182$6.18M0.9%+9.9%0.440%
2/1/2023 Janney Montgomery Scott LLC92,008$1.70M0.0%+59.4%0.121%
1/30/2023 VitalStone Financial LLC129,244$2.38M1.6%N/A0.170%
1/20/2023 Newman Dignan & Sheerar Inc.68,056$1.26M0.4%-4.9%0.089%
1/17/2023 H&H Retirement Design & Management INC29,794$556K0.5%+29.4%0.039%
1/17/2023 Bridge Advisory LLC81,578$1.51M0.6%-5.3%0.106%
1/17/2023 Newbridge Financial Services Group Inc.6,833$126K0.1%-24.2%0.009%
12/2/2022 American Trust43,138$4.60M0.4%N/A0.056%
11/23/2022 FSB Premier Wealth Management Inc.36,351$661K0.4%-2.9%0.047%
11/16/2022 AFG Fiduciary Services Limited Partnership338,541$6.17M5.8%-5.2%0.466%
11/15/2022 Flow Traders U.S. LLC298,588$5.44M0.3%N/A0.388%
11/9/2022 Pinnacle Wealth Planning Services Inc.124,534$2.27M0.4%+6.4%0.162%
11/9/2022 Capital Wealth Alliance LLC103,632$1.89M1.6%+14.2%0.135%
11/3/2022 Columbia Asset Management5,006$91K0.0%N/A0.007%
11/1/2022Strategic Asset Management LLC2,754$32K0.1%+113.0%0.004%
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10/25/2022 Janney Montgomery Scott LLC57,709$1.05M0.0%+24.9%0.075%
10/18/2022 Newman Dignan & Sheerar Inc.71,591$1.30M0.2%-9.9%0.093%
10/17/2022 Private Trust Co. NA25,594$466K0.1%+953.7%0.033%
9/23/2022 Capital Wealth Alliance LLC90,736$1.77M0.7%+45.0%0.119%
9/16/2022 Private Trust Co. NA2,429$47K0.0%N/A0.003%
8/30/2022 Raleigh Capital Management Inc.84,188$1.64M0.9%-20.6%0.103%
8/17/2022 Castleview Partners LLC6,981$266K0.0%-23.8%0.009%
8/16/2022 Certified Advisory Corp107,532$2.09M0.5%+11.7%0.141%
8/8/2022 Integrated Wealth Concepts LLC10,008$195K0.0%-79.0%0.013%
8/5/2022 OLD Mission Capital LLC10,041$195K0.0%N/A0.013%
(Data available from 1/1/2016 forward)

TIPX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TIPX shares?

During the previous two years, 43 institutional investors and hedge funds held shares of SPDR Bloomberg Barclays 1-10 Year TIPS ETF. The most heavily invested institutionals were ST Germain D J Co. Inc. ($18.58M), Assetmark Inc. ($12.39M), Good Life Advisors LLC ($10.87M), Continuum Advisory LLC ($5.33M), Pinnacle Wealth Planning Services Inc. ($3.58M), Flow Traders U.S. LLC ($3.43M), and Certified Advisory Corp ($3.06M).Learn more on TIPX's institutional investors.

Which institutional investors have been buying SPDR Bloomberg Barclays 1-10 Year TIPS ETF stock?

Of the 28 institutional investors that purchased SPDR Bloomberg Barclays 1-10 Year TIPS ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ST Germain D J Co. Inc. ($790.50K), Flow Traders U.S. LLC ($181.18K), VitalStone Financial LLC ($129.24K), Janney Montgomery Scott LLC ($126.93K), Eldridge Investment Advisors Inc. ($85.40K), Pinnacle Wealth Planning Services Inc. ($67.76K), and Ledyard National Bank ($56.07K).

How much institutional buying is happening at SPDR Bloomberg Barclays 1-10 Year TIPS ETF?

Institutional investors have bought a total of 1,904,576 shares in the last 24 months. This purchase volume represents approximately $35.35M in transactions.

Which SPDR Bloomberg Barclays 1-10 Year TIPS ETF major shareholders have been selling company stock?

Of the 22 institutional investors that sold SPDR Bloomberg Barclays 1-10 Year TIPS ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Tradition Wealth Management LLC ($177.46K), Assetmark Inc. ($67.14K), Newman Dignan & Sheerar Inc. ($58.03K), Janney Montgomery Scott LLC ($51.51K), Global Financial Private Client LLC ($25.61K), Farther Finance Advisors LLC ($25.42K), and Private Advisor Group LLC ($22.48K).

How much institutional selling is happening at SPDR Bloomberg Barclays 1-10 Year TIPS ETF?

Institutional investors have sold a total of 516,927 shares in the last 24 months. This volume of shares sold represents approximately $9.66M in transactions.



This page (NYSEARCA:TIPX) was last updated on 12/18/2024 by MarketBeat.com Staff
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