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State Street SPDR Portfolio TIPS ETF
SPIP

324 hedge funds and large institutions have $2.37B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 132 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 20

113% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 62

31% more funds holding in top 10

Funds holding in top 10: 16 → 21 (+5)

24% more capital invested

Capital invested by funds: $1.91B → $2.37B (+$463M)

23% more funds holding

Funds holding: 263 → 324 (+61)

2.02% more ownership

Funds ownership: 62.26% → 64.29% (+2%)

Holders
324
Holders Change
+61
Holders Change %
+23.19%
% of All Funds
4.99%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.32%
New
85
Increased
132
Reduced
62
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$98.7M
2
LPL Financial
LPL Financial
California
+$66.3M
3
JP Morgan Chase
JP Morgan Chase
New York
+$23.8M
4
DJSG
D.J. St. Germain
Massachusetts
+$14.2M
5
TC
TownSquare Capital
Utah
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$21M
2
State Street
State Street
Massachusetts
-$11.5M
3
Barclays
Barclays
United Kingdom
-$10.4M
4
FTUS
Flow Traders U.S.
New York
-$10M
5
OC
Oppenheimer & Co
New York
-$7.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
276
Central Trust Company
Missouri
$26K -$10.1K -321 -28%
JFGIW
277
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K – – –
SBL
278
Sargent Bickham Lagudis
Colorado
$22K +$974 +31 +5%
TFA
279
Transamerica Financial Advisors
Florida
$22K +$21.4K +682 New
CWM
280
Curi Wealth Management
North Carolina
$20K +$20.6K +657 New
PFA
281
Professional Financial Advisors
Nebraska
$18K +$17.6K +559 New
RPCONE
282
Retirement Planning Company of New England
Rhode Island
$18K +$18.6K +592 New
SIC
283
SJS Investment Consulting
Ohio
$17K +$16.8K +535 New
FCA
284
FinTrust Capital Advisors
South Carolina
$13K – – –
FFA
285
Founders Financial Alliance
North Carolina
$10K – – –
MFT
286
Moisand Fitzgerald Tamayo
Florida
$10K – – –
AF
287
Advisornet Financial
Minnesota
$9K – – –
ACM
288
Antonetti Capital Management
Florida
$9K – – –
EVM
289
Eaton Vance Management
Massachusetts
$9K +$1.29K +41 +16%
ZIG
290
Zullo Investment Group
Pennsylvania
$9K +$9.33K +297 New
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$8K -$3.99K -127 -32%
FEG
292
Financial Enhancement Group
Indiana
$8K – – –
CP
293
Castleview Partners
Texas
$7.54K +$7.46M +237,415 New
FCB
294
First Command Bank
Texas
$7K – – –
FCFS
295
First Command Financial Services
Texas
$7K – – –
PA
296
PSI Advisors
Florida
$7K – – –
AIP
297
Ahrens Investment Partners
Louisiana
$7K +$6.97K +222 New
Simplex Trading
298
Simplex Trading
Illinois
$6K -$33.9K -1,079 -84%
CA
299
Clearstead Advisors
Ohio
$6K – – –
SPIA
300
Steward Partners Investment Advisory
New York
$6K – – –
10 11
12
13 14

SPIP Hedge Fund Activity: Q4 2021 in Review

324 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2021, worth a combined $2.37B — up 24% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SPIP positions and 20 closed out — a net gain of 65 holders — while 132 added to existing stakes and 62 trimmed.

The largest buyer was 3EDGE Asset Management, adding an estimated $98.7M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $21M.

  • 324 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2021, up from 263 in Q3 2021.
  • Funds reported $2.37B of State Street SPDR Portfolio TIPS ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 85 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2021 and 20 closed out, a net change of +65 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2021 was 3EDGE Asset Management, an estimated $98.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $21M sold.

Based on aggregated 13F filings for Q4 2021.