State Street SPDR Portfolio TIPS ETF
SPIP
225 hedge funds and large institutions have $623M invested in State Street 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.
12% more call options, than puts
Call options by funds: $114K | Put options by funds: $102K
5% less funds holding
Funds holding: 238 → 225 (-13)
7.11% less ownership
Funds ownership: 67.97% → 60.86% (-7.1%)
26% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 94
30% less capital invested
Capital invested by funds: $890M → $623M (-$266M)
32% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 31
71% less funds holding in top 10
Funds holding in top 10: 7 → 2 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$86.1M |
| 2 |
JP Morgan Chase
New York
|
+$5.54M |
| 3 |
AIA
Alera Investment Advisors
Deerfield,
Illinois
|
+$4.94M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$3.87M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$214M |
| 2 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$14.3M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$8.19M |
| 4 |
MWM
Mosley Wealth Management
Anaheim,
California
|
-$8.13M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$4.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VL
251
Vima LLC
Troy,
Michigan
| – | -$41.1K | -1,540 | Closed |
|
252
Barclays
London,
United Kingdom
| – | -$20.5K | -800 | Closed |
|
|
S
253
SignatureFD
Atlanta,
Georgia
| – | -$13.3K | -518 | Closed |
|
|
NS
254
NBC Securities
Birmingham,
Alabama
| – | -$4K | -184 | Closed |
|
|
HR
255
Howe & Rusling
Rochester,
New York
| – | -$26 | -1 | Closed |
|
|
UB
256
UMB Bank
Kansas City,
Missouri
| – | -$26 | -1 | Closed |
|
SPIP Hedge Fund Activity: Q2 2024 in Review
225 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2024, worth a combined $623M — down 30% from $890M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of SPIP and 21 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 70 added.
The largest buyer was Charles Schwab, adding an estimated $86.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $214M sold.
- 225 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2024, down from 238 in Q1 2024.
- Funds reported $623M of State Street SPDR Portfolio TIPS ETF stock for Q2 2024, down 30% quarter-over-quarter.
- 21 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2024 and 31 closed out, a net change of -10 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2024 was Charles Schwab, an estimated $86.1M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2024 was Lincoln National Corp, an estimated $214M sold.
Based on aggregated 13F filings for Q2 2024.