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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

236 hedge funds and large institutions have $889M invested in SPDR Portfolio TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
19
Increased
61
Reduced
106
Closed
24
Calls
$33K
Puts
$556K
Net Calls
-$523K
Net Calls Change
+$4K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$11.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.7M
3
GVAG
3
Great Valley Advisor Group
Delaware
$30.5M
4
LNC
4
Lincoln National Corp
Pennsylvania
$214M
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
Bank of America
2
Bank of America
North Carolina
$21M
3
Cerity Partners
3
Cerity Partners
New York
$23.1M
4
LJAC
4
L.J. Altfest & Co
New York
$487K
5
LPL Financial
5
LPL Financial
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
226
NorthRock Partners
Minnesota
$2.15K – – –
CP
227
Castleview Partners
Texas
$2.1K -$4.13K -161 -66%
TFA
228
Transamerica Financial Advisors
Florida
$1K -$40 -1 -4%
CT
229
Clearstead Trust
Maine
$845 – – –
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$436 -$1.39K -54 -76%
AssetMark Inc
231
AssetMark Inc
California
$256 – – –
NC
232
NewSquare Capital
Pennsylvania
$128 – – –
RG
233
Retirement Group
California
$26 – – –
HR
234
Howe & Rusling
New York
$26 +$26 +1 New
UB
235
UMB Bank
Missouri
$26 +$26 +1 New
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$25 +$25 +1 New
Renaissance Technologies
237
Renaissance Technologies
New York
– -$2.46M -96,100 Closed
AWM
238
AE Wealth Management
Kansas
– -$2.22M -87,034 Closed
FTUS
239
Flow Traders U.S.
New York
– -$2.22M -86,915 Closed
TFP
240
Traction Financial Partners
Wyoming
– -$1.98M -77,480 Closed
TWP
241
Tempus Wealth Planning
California
– -$1.47M -57,320 Closed
KBFS
242
Kohmann Bosshard Financial Services
Ohio
– -$339K -13,242 Closed
SA
243
Strategic Advocates
Utah
– -$325K -12,721 Closed
KL
244
KWMG LLC
Kansas
– -$319K -12,494 Closed
FCI
245
Financial Counselors Inc
Kansas
– -$262K -10,257 Closed
VPP
246
Vertex Planning Partners
Illinois
– -$253K -9,901 Closed
PPP
247
Private Portfolio Partners
New Jersey
– -$226K -8,844 Closed
AWS
248
Atria Wealth Solutions
New York
– -$215K -8,397 Closed
FGAM
249
Financial Gravity Asset Management
Texas
– -$769K -4,275 Closed
BCMIO
250
Beacon Capital Management Inc (Ohio)
Ohio
– -$53.7K -2,099 Closed
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