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State Street SPDR Portfolio TIPS ETF
SPIP

238 hedge funds and large institutions have $890M invested in State Street SPDR Portfolio TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 106 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

2.98% more ownership

Funds ownership: 64.99% → 67.97% (+3%)

5% less capital invested

Capital invested by funds: $935M → $890M (-$45.2M)

4% less funds holding

Funds holding: 247 → 238 (-9)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

42% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 106

94% less call options, than puts

Call options by funds: $33K | Put options by funds: $556K

Holders
238
Holders Change
-9
Holders Change %
-3.64%
% of All Funds
3.43%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
20
Increased
61
Reduced
106
Closed
25
Calls
$33K
Puts
$556K
Net Calls
-$523K
Net Calls Change
+$4K

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$11.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.59M
3
GVAG
Great Valley Advisor Group
Delaware
+$6.93M
4
LNC
Lincoln National Corp
Pennsylvania
+$6.62M
5
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$5.89M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$23.2M
2
Bank of America
Bank of America
North Carolina
-$19M
3
Cerity Partners
Cerity Partners
New York
-$5.29M
4
LJAC
L.J. Altfest & Co
New York
-$4.89M
5
LPL Financial
LPL Financial
California
-$4.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
251
Independent Financial Group
California
– -$206K -8,075 Closed
FGAM
252
Financial Gravity Asset Management
Texas
– -$769K -4,275 Closed
BCMIO
253
Beacon Capital Management Inc (Ohio)
Ohio
– -$53.7K -2,099 Closed
OP
254
ORG Partners
Indiana
– -$43.9K -1,718 Closed
CT
255
Colonial Trust
South Carolina
– -$33.5K -1,300 Closed
OFG
256
Oxford Financial Group
Indiana
– -$19.2K -750 Closed
RCM
257
Raleigh Capital Management
North Carolina
– -$8.93K -349 Closed
CFD
258
Creative Financial Designs
Indiana
– -$7.76K -303 Closed
GI
259
Gradient Investments
Minnesota
– -$4.81K -188 Closed
ASN
260
Advisory Services Network
Georgia
– -$3.17K -124 Closed
SSB
261
Sandy Spring Bank
Maryland
– -$2.33K -91 Closed
FWM
262
Focused Wealth Management
New York
– -$205 -8 Closed
TFG
263
Team Financial Group
California
– -$26 -1 Closed
7 8 9 10
11

SPIP Hedge Fund Activity: Q1 2024 in Review

238 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2024, worth a combined $890M — down 4.8% from $935M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SPIP and 20 opened new positions — a net loss of 5 holders — while 106 trimmed existing stakes and 61 added.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $11.2M. The largest seller was Morgan Stanley, cutting an estimated $23.2M.

  • 238 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2024, down from 247 in Q4 2023.
  • Funds reported $890M of State Street SPDR Portfolio TIPS ETF stock for Q1 2024, down 4.8% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2024 and 25 closed out, a net change of -5 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2024 was Bank of Montreal, an estimated $11.2M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2024 was Morgan Stanley, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2024.