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State Street SPDR Portfolio TIPS ETF
SPIP

246 hedge funds and large institutions have $935M invested in State Street 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

302% more call options, than puts

Call options by funds: $241K | Put options by funds: $60K

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

4% more funds holding

Funds holding: 237 → 246 (+9)

1.95% more ownership

Funds ownership: 59.73% → 61.68% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

8% less capital invested

Capital invested by funds: $1.02B → $935M (-$79.7M)

34% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 103

Holders
246
Holders Change
+9
Holders Change %
+3.8%
% of All Funds
3.9%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13.1M
2
Charles Schwab
Charles Schwab
California
+$11.8M
3
Cerity Partners
Cerity Partners
New York
+$6.58M
4
SMM
Stadion Money Management
Georgia
+$5.57M
5
GF
Gries Financial
Ohio
+$2.67M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$16.1M
2
Jane Street
Jane Street
New York
-$9.44M
3
MWM
Merriman Wealth Management
Washington
-$6.37M
4
State Street
State Street
Massachusetts
-$5.84M
5
LPL Financial
LPL Financial
California
-$5.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
226
Strategic Investment Solutions
Illinois
$3.71K +$3.8K +150 +5,000%
PA
227
Parallel Advisors
California
$3.5K – – –
WTA
228
Washington Trust Advisors
Massachusetts
$2.66K – – –
TRCT
229
Tower Research Capital (TRC)
New York
$2.48K – – –
SSB
230
Sandy Spring Bank
Maryland
$2.26K – – –
FFA
231
Farther Finance Advisors
California
$2.24K +$2.28K +90 New
SS
232
Sunbelt Securities
Texas
$2.19K – – –
1832 Asset Management
233
1832 Asset Management
Ontario, Canada
$2.09K – – –
EWA
234
EverSource Wealth Advisors
Alabama
$1.71K +$1.75K +69 New
SIC
235
Salem Investment Counselors
North Carolina
$1.61K – – –
AF
236
Advisornet Financial
Minnesota
$1.02K +$1.04K +41 New
TFA
237
Transamerica Financial Advisors
Florida
$1K – – –
CT
238
Clearstead Trust
Maine
$820 – – –
RPCA
239
Running Point Capital Advisors
California
$745 – – –
AssetMark Inc
240
AssetMark Inc
California
$248 – – –
FWM
241
Focused Wealth Management
New York
$199 – – –
NC
242
NewSquare Capital
Pennsylvania
$124 – – –
JFGIW
243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25 +$25 +1 New
TFG
244
Team Financial Group
California
$25 +$25 +1 New
TAIM
245
TD Ameritrade Investment Management
Nebraska
– -$21.5M -833,488 Closed
MWM
246
Merriman Wealth Management
Washington
– -$6.37M -246,659 Closed
FTUS
247
Flow Traders U.S.
New York
– -$4.67M -180,566 Closed
MWM
248
McNaughton Wealth Management
California
– -$1.5M -58,232 Closed
BFA
249
Beaumont Financial Advisors
Massachusetts
– -$1.15M -44,575 Closed
CF
250
Centaurus Financial
California
– -$849K -32,868 Closed
7 8 9
10
11

SPIP Hedge Fund Activity: Q3 2023 in Review

246 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2023, worth a combined $935M — down 7.9% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SPIP positions and 22 closed out — a net gain of 11 holders — while 68 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.1M. The largest seller was Bank of America, cutting an estimated $16.1M.

  • 246 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2023, up from 237 in Q2 2023.
  • Funds reported $935M of State Street SPDR Portfolio TIPS ETF stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2023 and 22 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2023 was Morgan Stanley, an estimated $13.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2023 was Bank of America, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2023.