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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

263 hedge funds and large institutions have $1.91B invested in SPDR Portfolio TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
4.62%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
45
Increased
121
Reduced
55
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$77.1M
2
AssetMark Inc
2
AssetMark Inc
California
$85M
3
LPL Financial
3
LPL Financial
California
$140M
4
Ameriprise
4
Ameriprise
Minnesota
$48.8M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$21.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$404K
2
RJA
2
Raymond James & Associates
Florida
$2.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$30.1M
4
Jane Street
4
Jane Street
New York
$723K
5
State Street
5
State Street
Massachusetts
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
251
Steward Partners Investment Advisory
New York
$6K – – –
Citigroup
252
Citigroup
New York
$4K -$40.3K -1,430 -91%
LPWM
253
Lake Point Wealth Management
Texas
$4K – – –
WT
254
Washington Trust
Rhode Island
$3K -$7.68K -274 -72%
TRCT
255
Tower Research Capital (TRC)
New York
$3K – – –
CT
256
Clearstead Trust
Maine
$3K +$3K +89 New
KFI
257
Key Financial Inc
Pennsylvania
$3K +$3K +93 New
MAM
258
McCarthy Asset Management
California
$2K – – –
CIAS
259
Capital Investment Advisory Services
North Carolina
$1K – – –
BWM
260
BerganKDV Wealth Management
Minnesota
$1K +$1K +45 New
GI
261
Glovista Investments
New Jersey
– -$4.65M -149,300 Closed
HR
262
Hayden Royal
North Carolina
– -$2.78M -89,338 Closed
LFAS
263
Level Four Advisory Services
Texas
– -$2.75M -88,424 Closed
FHC
264
First Heartland Consultants
Missouri
– -$2.22M -71,322 Closed
TSS
265
Two Sigma Securities
New York
– -$1.17M -37,624 Closed
JWCA
266
J.W. Cole Advisors
Florida
– -$363K -11,655 Closed
AL
267
Aspiriant LLC
California
– -$296K -9,495 Closed
VAS
268
Vestmark Advisory Solutions
Massachusetts
– -$219K -7,020 Closed
IWM
269
IHT Wealth Management
Illinois
– -$207K -6,639 Closed
SB
270
Strategic Blueprint
Georgia
– -$116K -3,723 Closed
HWA
271
Heritage Wealth Advisors
Virginia
– -$78.3K -2,514 Closed
SL
272
Savior LLC
Massachusetts
– -$36K -1,143 Closed
JWBC
273
John W. Brooker & Co
California
– -$33K -1,062 Closed
RG
274
Retirement Group
California
– -$21K -678 Closed
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
– -$18K -586 Closed
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