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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $1.08B invested in SPDR Portfolio TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-26
Holders Change %
-9.59%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
21
Increased
69
Reduced
116
Closed
40
Calls
$2.76M
Puts
$1.49M
Net Calls
+$1.27M
Net Calls Change
-$2.13M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$17.3M
2
MWM
2
Merriman Wealth Management
Washington
$6.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.9M
4
BCM
4
BlueCrest Capital Management
Jersey
$3.38M
5
PFS
5
Prospera Financial Services
Texas
$12.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$109M
2
SMM
2
Stadion Money Management
Georgia
$48M
3
Bank of America
3
Bank of America
North Carolina
$66.6M
4
LPL Financial
4
LPL Financial
California
$65.9M
5
PAG
5
Private Advisor Group
New Jersey
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$3.76K – – –
GFWA
227
Grey Fox Wealth Advisors
Delaware
$3.41K – – –
TRCT
228
Tower Research Capital (TRC)
New York
$3K – – –
ASN
229
Advisory Services Network
Georgia
$2.91K – – –
WTA
230
Washington Trust Advisors
Massachusetts
$2.85K – – –
SSB
231
Sandy Spring Bank
Maryland
$2.43K – – –
SS
232
Sunbelt Securities
Texas
$2.34K +$2.34K +88 New
1832 Asset Management
233
1832 Asset Management
Ontario, Canada
$2.24K – – –
SIC
234
Salem Investment Counselors
North Carolina
$1.73K – – –
TFA
235
Transamerica Financial Advisors
Florida
$1K -$655 -19 -40%
KFI
236
Key Financial Inc
Pennsylvania
$987 – – –
CT
237
Clearstead Trust
Maine
$880 – – –
RPCA
238
Running Point Capital Advisors
California
$800 – – –
BlackRock
239
BlackRock
New York
$320 -$5.42M -203,239 -100%
FWM
240
Focused Wealth Management
New York
$213 – – –
NC
241
NewSquare Capital
Pennsylvania
$133 -$7.85K -295 -98%
SIS
242
Strategic Investment Solutions
Illinois
$74 +$74 +3 New
SIC
243
SJS Investment Consulting
Ohio
$54 +$54 +2 New
HWA
244
HHM Wealth Advisors
Tennessee
$27 +$27 +1 New
CI
245
Cavalier Investments
Georgia
– -$8.35M -324,252 Closed
SWP
246
Stratos Wealth Partners
Ohio
– -$7.28M -282,708 Closed
B
247
Bensler
Washington
– -$4.91M -190,629 Closed
IFPG
248
Intrepid Financial Planning Group
Indiana
– -$973K -37,782 Closed
FSG
249
Financial Strategies Group
Michigan
– -$790K -30,668 Closed
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
– -$685K -26,611 Closed
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