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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 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
–
Holders Change %
0%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
41
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$23.5M
2
GP
2
Greenline Partners
New York
$11.1M
3
Cerity Partners
3
Cerity Partners
New York
$28.3M
4
LNC
4
Lincoln National Corp
Pennsylvania
$207M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.46M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$22.3M
2
Bank of America
2
Bank of America
North Carolina
$39.9M
3
LPL Financial
3
LPL Financial
California
$46.3M
4
PFS
4
Prospera Financial Services
Texas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Cape Investment Advisory
Georgia
$5.73K – – –
GI
227
Gradient Investments
Minnesota
$4.81K -$818 -32 -15%
AWM
228
Avior Wealth Management
Nebraska
$4.81K – – –
WT
229
Washington Trust
Rhode Island
$4.35K – – –
ASN
230
Advisory Services Network
Georgia
$3.17K +$3.17K +124 New
Fidelity Investments
231
Fidelity Investments
Massachusetts
$2.81K -$1.74K -68 -38%
WTA
232
Washington Trust Advisors
Massachusetts
$2.74K – – –
TRCT
233
Tower Research Capital (TRC)
New York
$2.56K – – –
SSB
234
Sandy Spring Bank
Maryland
$2.33K – – –
SS
235
Sunbelt Securities
Texas
$2.25K – – –
1832 Asset Management
236
1832 Asset Management
Ontario, Canada
$2.15K – – –
NP
237
NorthRock Partners
Minnesota
$2.15K +$2.15K +84 New
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$1.82K -$97.4K -3,809 -98%
TFA
239
Transamerica Financial Advisors
Florida
$1K – – –
CT
240
Clearstead Trust
Maine
$844 – – –
AssetMark Inc
241
AssetMark Inc
California
$256 – – –
FWM
242
Focused Wealth Management
New York
$205 – – –
NC
243
NewSquare Capital
Pennsylvania
$128 – – –
TFG
244
Team Financial Group
California
$26 – – –
RG
245
Retirement Group
California
$26 +$26 +1 New
PFS
246
Prospera Financial Services
Texas
– -$12.2M -492,711 Closed
Bank of Montreal
247
Bank of Montreal
Ontario, Canada
– -$9.82M -388,151 Closed
BIP
248
Blueprint Investment Partners
North Carolina
– -$3.22M -129,754 Closed
PG
249
Proffitt & Goodson
Tennessee
– -$1.74M -69,956 Closed
WAS
250
Wealth Advisory Solutions
Indiana
– -$1.03M -41,335 Closed
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