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State Street SPDR Portfolio TIPS ETF
SPIP

221 hedge funds and large institutions have $548M invested in State Street SPDR Portfolio TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

48% more call options, than puts

Call options by funds: $299K | Put options by funds: $202K

6% more funds holding

Funds holding: 209 → 221 (+12)

5.53% more ownership

Funds ownership: 58.68% → 64.21% (+5.5%)

3% more capital invested

Capital invested by funds: $534M → $548M (+$14.4M)

27% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 77

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
56
Reduced
77
Closed
22
Calls
$299K
Puts
$202K
Net Calls
+$97K
Net Calls Change
-$371K

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$20.1M
2
Bank of America
Bank of America
North Carolina
+$12.3M
3
LPL Financial
LPL Financial
California
+$3.47M
4
FBB
Fulton Breakefield Broenniman
Maryland
+$1.41M
5
CFS
Cannon Financial Strategists
Georgia
+$1.4M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$5.69M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.39M
3
Charles Schwab
Charles Schwab
California
-$3.06M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.87M
5
Jane Street
Jane Street
New York
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
226
SMART Wealth
Nebraska
– -$574K -21,840 Closed
NAS
227
NWF Advisory Services
California
– -$493K -18,750 Closed
NL
228
Navalign LLC
California
– -$378K -14,377 Closed
ATPW
229
Ashton Thomas Private Wealth
Arizona
– -$282K -10,732 Closed
TC
230
TownSquare Capital
Utah
– -$224K -8,515 Closed
TPW
231
Transatlantique Private Wealth
New York
– -$219K -8,333 Closed
YWM
232
Yoder Wealth Management
California
– -$218K -8,300 Closed
NWM
233
Northwest Wealth Management
Iowa
– -$207K -7,869 Closed
PP
234
Prosperity Planning
Missouri
– -$206K -7,826 Closed
NFSG
235
Newbridge Financial Services Group
Florida
– -$29.9K -1,137 Closed
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
– -$28.6K -1,086 Closed
ATS
237
Ashton Thomas Securities
New York
– -$8.52K -324 Closed
HGA
238
Hobbs Group Advisors
South Carolina
– -$7.1K -270 Closed
MIFH
239
Migdal Insurance & Financial Holdings
Israel
– -$7K -263 Closed
JIP
240
Jaffetilchin Investment Partners
Florida
– -$4.17K -158 Closed
Fidelity Investments
241
Fidelity Investments
Massachusetts
– -$4.04K -154 Closed
FNWA
242
Financial Network Wealth Advisors
Utah
– -$1.97K -75 Closed
GSEP
243
Golden State Equity Partners
California
– -$998 -38 Closed
APC
244
Aspire Private Capital
North Carolina
– -$26 -1 Closed
GM
245
GeoWealth Management
Illinois
– -$26 -1 Closed
6 7 8 9
10

SPIP Hedge Fund Activity: Q4 2024 in Review

221 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2024, worth a combined $548M — up 2.7% from $534M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPIP positions and 22 closed out — a net gain of 16 holders — while 56 added to existing stakes and 77 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.69M.

  • 221 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2024, up from 209 in Q3 2024.
  • Funds reported $548M of State Street SPDR Portfolio TIPS ETF stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2024 and 22 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2024 was 3EDGE Asset Management, an estimated $20.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2024 was Flow Traders U.S., an estimated $5.69M sold.

Based on aggregated 13F filings for Q4 2024.