SPDR Bloomberg 1-10 Year TIPS ETF Price & Performance (TIPX)

Recent filings show a notable increase in institutional ownership of the SPDR Bloomberg 1-10 Year TIPS ETF (TIPX). Firms like Lynx Investment Advisory and Pinnacle Wealth Planning Services have expanded positions, reflecting growing confidence in inflation-protected securities as the ETF trades near its yearly high.12

State Street’s latest portfolio update highlights increased risk aversion among investors since February, driven by economic uncertainty and stagflation concerns. Their models now favor aggregate bonds and Treasuries, with a more constructive outlook for fixed income, while equity forecasts remain subdued and commodity optimism has waned.34

The BIL ETF, tracking short-term U.S. Treasury bills, currently yields 5.2% as income investors seek attractive, lower-duration options. While the yield curve favors such funds for now, ongoing monthly rebalancing is needed to maintain alignment with the benchmark, and the yield advantage may be temporary.53