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State Street SPDR Portfolio TIPS ETF
SPIP

263 hedge funds and large institutions have $1.91B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 19

120% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 55

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

14% more capital invested

Capital invested by funds: $1.67B → $1.91B (+$238M)

9% more funds holding

Funds holding: 242 → 263 (+21)

2.69% less ownership

Funds ownership: 64.95% → 62.26% (-2.7%)

Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
4.6%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
45
Increased
121
Reduced
55
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$77.8M
2
AssetMark Inc
AssetMark Inc
California
+$70.3M
3
LPL Financial
LPL Financial
California
+$45.8M
4
Ameriprise
Ameriprise
Minnesota
+$35.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$21.4M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$80.6M
2
RJA
Raymond James & Associates
Florida
-$19.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.9M
4
Jane Street
Jane Street
New York
-$8.59M
5
State Street
State Street
Massachusetts
-$7.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
226
Adirondack Trust Company
New York
$35K – – –
SSB
227
Sandy Spring Bank
Maryland
$35K +$34.9K +1,110 New
Deutsche Bank
228
Deutsche Bank
Germany
$33K -$171K -5,452 -84%
CHA
229
Carmichael Hill & Associates
Maryland
$32K -$15K -478 -32%
WFA
230
WestHill Financial Advisors
California
$30K +$30.1K +958 New
CFGS
231
Concourse Financial Group Securities
Alabama
$29K -$206K -6,555 -88%
CCM
232
Covington Capital Management
California
$29K +$29.5K +939 New
TCWM
233
Total Clarity Wealth Management
Illinois
$27K +$26.8K +854 New
JFGIW
234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K +$8.73K +278 +61%
SBL
235
Sargent Bickham Lagudis
Colorado
$20K +$20.5K +654 New
SAM
236
Strategic Asset Management
Minnesota
$19K +$19.4K +619 New
NFSG
237
Newbridge Financial Services Group
Florida
$13K +$10K +319 +301%
FCA
238
FinTrust Capital Advisors
South Carolina
$12K – – –
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$12K +$5.24K +167 +71%
QCG
240
Quadrant Capital Group
Ohio
$12K +$12.1K +386 New
FFA
241
Founders Financial Alliance
North Carolina
$10K – – –
MFT
242
Moisand Fitzgerald Tamayo
Florida
$9K – – –
ACM
243
Antonetti Capital Management
Florida
$9K +$9.42K +300 New
AF
244
Advisornet Financial
Minnesota
$8K – – –
FEG
245
Financial Enhancement Group
Indiana
$8K – – –
EVM
246
Eaton Vance Management
Massachusetts
$8K +$7.85K +250 New
FCB
247
First Command Bank
Texas
$7K – – –
FCFS
248
First Command Financial Services
Texas
$7K – – –
PA
249
PSI Advisors
Florida
$7K +$6.91K +220 New
CA
250
Clearstead Advisors
Ohio
$6K – – –
8 9
10
11 12

SPIP Hedge Fund Activity: Q3 2021 in Review

263 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2021, worth a combined $1.91B — up 14% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIP positions and 19 closed out — a net gain of 26 holders — while 121 added to existing stakes and 55 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $77.8M. The largest seller was JP Morgan Chase, cutting an estimated $80.6M.

  • 263 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2021, up from 242 in Q2 2021.
  • Funds reported $1.91B of State Street SPDR Portfolio TIPS ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2021 and 19 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2021 was 3EDGE Asset Management, an estimated $77.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2021 was JP Morgan Chase, an estimated $80.6M sold.

Based on aggregated 13F filings for Q3 2021.