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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

223 hedge funds and large institutions have $623M invested in SPDR Portfolio TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-13
Holders Change %
-5.51%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
21
Increased
70
Reduced
94
Closed
31
Calls
$114K
Puts
$102K
Net Calls
+$12K
Net Calls Change
+$535K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$95.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.63M
3
AIA
Alera Investment Advisors
Illinois
$4.96M
4
GVAG
Great Valley Advisor Group
Delaware
$34.1M
5
NA
NewEdge Advisors
Louisiana
$5.27M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
$865K
3
FIA
Foundations Investment Advisors
Arizona
$0
4
MWM
Mosley Wealth Management
California
$0
5
SMM
Stadion Money Management
Georgia
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
226
Foundations Investment Advisors
Arizona
– -$8.19M -319,619 Closed
MWM
227
Mosley Wealth Management
California
– -$8.13M -317,309 Closed
KFGK
228
Keystone Financial Group (Kentucky)
Kentucky
– -$2.37M -92,560 Closed
Northern Trust
229
Northern Trust
Illinois
– -$1.27M -49,389 Closed
EIA
230
Eldridge Investment Advisors
New Hampshire
– -$1.2M -46,768 Closed
BA
231
Bridge Advisory
California
– -$917K -35,778 Closed
DWP
232
Destiny Wealth Partners
Florida
– -$665K -25,959 Closed
DWM
233
Drive Wealth Management
Utah
– -$357K -13,919 Closed
S4W
234
Solutions 4 Wealth
Texas
– -$347K -13,540 Closed
PGFC
235
Peapack-Gladstone Financial Corp
New Jersey
– -$324K -12,650 Closed
TFS
236
Thoroughbred Financial Services
Tennessee
– -$314K -12,288 Closed
NL
237
NWAM LLC
Washington
– -$291K -11,515 Closed
TC
238
Trilogy Capital
California
– -$286K -11,174 Closed
Prudential Financial
239
Prudential Financial
New Jersey
– -$283K -11,027 Closed
PWH
240
Priebe Wealth Holdings
Minnesota
– -$265K -10,330 Closed
SWP
241
Stratos Wealth Partners
Ohio
– -$250K -9,759 Closed
EIP
242
Ellis Investment Partners
Pennsylvania
– -$228K -8,880 Closed
KPWS
243
Kestra Private Wealth Services
Texas
– -$223K -8,706 Closed
AAS
244
Avantax Advisory Services
Texas
– -$216K -8,413 Closed
RSWM
245
Robertson Stephens Wealth Management
California
– -$212K -8,292 Closed
BRWA
246
B. Riley Wealth Advisors
Florida
– -$205K -8,249 Closed
PP
247
Prosperity Planning
Missouri
– -$202K -7,882 Closed
SOAMC
248
Spirit of America Management Corp
New York
– -$60.3K -2,388 Closed
VL
249
Vima LLC
Michigan
– -$41.1K -1,540 Closed
Barclays
250
Barclays
United Kingdom
– -$20K -800 Closed
7 8 9
10
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