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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $935M invested in SPDR Portfolio TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+9
Holders Change %
+3.81%
% of All Funds
3.91%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
68
Reduced
103
Closed
22
Calls
$241K
Puts
$60K
Net Calls
+$181K
Net Calls Change
+$298K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.7M
2
Charles Schwab
2
Charles Schwab
California
$11.6M
3
Cerity Partners
3
Cerity Partners
New York
$18.6M
4
SMM
4
Stadion Money Management
Georgia
$37.4M
5
GF
5
Gries Financial
Ohio
$2.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$52M
2
Jane Street
2
Jane Street
New York
$4.63M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
State Street
4
State Street
Massachusetts
$51.1M
5
LPL Financial
5
LPL Financial
California
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$3.5K – – –
WTA
227
Washington Trust Advisors
Massachusetts
$2.66K – – –
TRCT
228
Tower Research Capital (TRC)
New York
$2.48K – – –
SSB
229
Sandy Spring Bank
Maryland
$2.26K – – –
FFA
230
Farther Finance Advisors
California
$2.24K +$2.24K +90 New
SS
231
Sunbelt Securities
Texas
$2.19K – – –
1832 Asset Management
232
1832 Asset Management
Ontario, Canada
$2.09K – – –
EWA
233
EverSource Wealth Advisors
Alabama
$1.71K +$1.71K +69 New
SIC
234
Salem Investment Counselors
North Carolina
$1.62K – – –
AF
235
Advisornet Financial
Minnesota
$1.02K +$1.02K +41 New
TFA
236
Transamerica Financial Advisors
Florida
$1K – – –
CT
237
Clearstead Trust
Maine
$820 – – –
RPCA
238
Running Point Capital Advisors
California
$745 – – –
AssetMark Inc
239
AssetMark Inc
California
$248 – – –
FWM
240
Focused Wealth Management
New York
$199 – – –
NC
241
NewSquare Capital
Pennsylvania
$124 – – –
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25 +$25 +1 New
TFG
243
Team Financial Group
California
$25 +$25 +1 New
TAIM
244
TD Ameritrade Investment Management
Nebraska
– -$21.5M -833,488 Closed
MWM
245
Merriman Wealth Management
Washington
– -$6.37M -246,659 Closed
FTUS
246
Flow Traders U.S.
New York
– -$4.67M -180,566 Closed
MWM
247
McNaughton Wealth Management
California
– -$1.5M -58,232 Closed
BFA
248
Beaumont Financial Advisors
Massachusetts
– -$1.15M -44,575 Closed
CF
249
Centaurus Financial
California
– -$849K -32,868 Closed
V
250
Veritable
Delaware
– -$683K -26,440 Closed
7 8 9
10
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