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State Street SPDR Portfolio TIPS ETF
SPIP

242 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

83% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 58

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

12% more funds holding

Funds holding: 216 → 242 (+26)

4% more capital invested

Capital invested by funds: $1.61B → $1.67B (+$61.2M)

1.39% less ownership

Funds ownership: 66.35% → 64.95% (-1.4%)

Holders
242
Holders Change
+26
Holders Change %
+12.04%
% of All Funds
4.21%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
42
Increased
106
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$79.7M
2
LPL Financial
LPL Financial
California
+$24.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.4M
4
RCS
Retirement Capital Strategies
California
+$12.4M
5
DWP
Destiny Wealth Partners
Florida
+$9.76M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$146M
2
Jane Street
Jane Street
New York
-$28.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
4
DRS
Deane Retirement Strategies
Louisiana
-$5.83M
5
V
Veritable
Delaware
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
226
Moisand Fitzgerald Tamayo
Florida
$9K – – –
FEG
227
Financial Enhancement Group
Indiana
$8K -$9.85K -319 -56%
AF
228
Advisornet Financial
Minnesota
$8K – – –
FCB
229
First Command Bank
Texas
$7K -$84.6K -2,740 -92%
FCFS
230
First Command Financial Services
Texas
$7K -$84.6K -2,740 -92%
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$7K – – –
CA
232
Clearstead Advisors
Ohio
$6K -$2.07K -67 -25%
SPIA
233
Steward Partners Investment Advisory
New York
$6K – – –
RFA
234
Reilly Financial Advisors
California
$4K +$3.65K +118 New
LPWM
235
Lake Point Wealth Management
Texas
$4K +$4.39K +142 New
SW
236
SVB Wealth
Massachusetts
$4K +$4.63K +150 New
NFSG
237
Newbridge Financial Services Group
Florida
$3K +$31 +1 +1%
TRCT
238
Tower Research Capital (TRC)
New York
$3K +$3.09K +100 New
MAM
239
McCarthy Asset Management
California
$2K – – –
CIAS
240
Capital Investment Advisory Services
North Carolina
$1K – – –
Citadel Advisors
241
Citadel Advisors
Florida
– -$11.1M -362,643 Closed
VFA
242
Voya Financial Advisors
Connecticut
– -$505K -16,541 Closed
AIA
243
Arrow Investment Advisors
Maryland
– -$413K -13,510 Closed
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
– -$292K -9,547 Closed
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
– -$279K -9,130 Closed
SFS
246
Sowell Financial Services
Arkansas
– -$231K -7,445 Closed
AIC
247
Ameritas Investment Company
Nebraska
– -$131K -4,276 Closed
BAMG
248
Brand Asset Management Group
Missouri
– -$90K -2,938 Closed
BCMIO
249
Beacon Capital Management Inc (Ohio)
Ohio
– -$73K -2,387 Closed
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$9.65K -316 Closed
7 8 9
10
11

SPIP Hedge Fund Activity: Q2 2021 in Review

242 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2021, worth a combined $1.67B — up 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPIP positions and 12 closed out — a net gain of 30 holders — while 106 added to existing stakes and 58 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $79.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $146M.

  • 242 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2021, up from 216 in Q1 2021.
  • Funds reported $1.67B of State Street SPDR Portfolio TIPS ETF stock for Q2 2021, up 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2021 and 12 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $79.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $146M sold.

Based on aggregated 13F filings for Q2 2021.