SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $1.08B invested in SPDR Portfolio TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-26
Holders Change %
-9.59%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
21
Increased
69
Reduced
116
Closed
40
Calls
$2.76M
Puts
$1.49M
Net Calls
+$1.27M
Net Calls Change
-$2.13M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$17.3M
2
MWM
2
Merriman Wealth Management
Washington
$6.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.9M
4
BCM
4
BlueCrest Capital Management
Jersey
$3.38M
5
PFS
5
Prospera Financial Services
Texas
$12.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$109M
2
SMM
2
Stadion Money Management
Georgia
$48M
3
Bank of America
3
Bank of America
North Carolina
$66.6M
4
LPL Financial
4
LPL Financial
California
$65.9M
5
PAG
5
Private Advisor Group
New Jersey
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
251
Stephens Inc
Arkansas
– -$660K -25,607 Closed
WCM
252
Wealthcare Capital Management
Virginia
– -$659K -25,599 Closed
Charles Schwab
253
Charles Schwab
California
– -$547K -21,243 Closed
CAM
254
Covenant Asset Management
New Jersey
– -$494K -19,194 Closed
DA
255
Detalus Advisors
Missouri
– -$458K -17,794 Closed
MYIA
256
Mount Yale Investment Advisors
Colorado
– -$435K -16,886 Closed
SFS
257
Security Financial Services
Indiana
– -$329K -12,775 Closed
IF
258
Intrua Financial
Texas
– -$332K -12,543 Closed
MCC
259
Money Concepts Capital
Florida
– -$279K -10,830 Closed
GF
260
Gries Financial
Ohio
– -$274K -10,618 Closed
SWIM
261
Smallwood Wealth Investment Management
New Jersey
– -$269K -10,454 Closed
PCA
262
Prosperity Capital Advisors
Ohio
– -$248K -9,634 Closed
FLPIM
263
F.L. Putnam Investment Management
Massachusetts
– -$245K -9,522 Closed
TPW
264
Transatlantique Private Wealth
New York
– -$245K -9,495 Closed
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
– -$210K -8,145 Closed
AWM
266
Adams Wealth Management
Utah
– -$206K -8,009 Closed
WOSD
267
WFA of San Diego
California
– -$120K -4,655 Closed
CAS
268
Coppell Advisory Solutions
Texas
– -$36.2K -1,404 Closed
CASC
269
Coppell Advisory Solutions Corp
Texas
– -$36.2K -1,404 Closed
FWA
270
Freedom Wealth Alliance
Wisconsin
– -$33.5K -1,300 Closed
RCM
271
Raleigh Capital Management
North Carolina
– -$25.5K -990 Closed
MFT
272
Moisand Fitzgerald Tamayo
Florida
– -$22.6K -877 Closed
LWP
273
Lumature Wealth Partners
Georgia
– -$12.9K -500 Closed
AC
274
AlphaCore Capital
California
– -$11.8K -457 Closed
ZIG
275
Zullo Investment Group
Pennsylvania
– -$8.94K -347 Closed
8 9 10
11
12