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State Street SPDR Portfolio TIPS ETF
SPIP

272 hedge funds and large institutions have $1.43B invested in State Street SPDR Portfolio TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

959% more call options, than puts

Call options by funds: $3.76M | Put options by funds: $355K

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

1.37% more ownership

Funds ownership: 64.05% → 65.41% (+1.4%)

0% more funds holding

Funds holding: 272 → 272 (0)

2% less capital invested

Capital invested by funds: $1.46B → $1.43B (-$28.2M)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 138

Holders
272
Holders Change
–
Holders Change %
0%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
43
Increased
60
Reduced
138
Closed
37
Calls
$3.76M
Puts
$355K
Net Calls
+$3.41M
Net Calls Change
+$3.06M

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$77.5M
2
Bank of America
Bank of America
North Carolina
+$37.1M
3
PFS
Prospera Financial Services
Texas
+$9.22M
4
TAIM
TD Ameritrade Investment Management
Nebraska
+$8M
5
NL
Navalign LLC
California
+$6.45M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$17.6M
2
LPL Financial
LPL Financial
California
-$15.6M
3
FTUS
Flow Traders U.S.
New York
-$9.57M
4
Ameriprise
Ameriprise
Minnesota
-$9.53M
5
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$7.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
301
Householder Group Estate & Retirement Specialist
Arizona
– -$47K -1,856 Closed
RG
302
Retirement Group
California
– -$21K -839 Closed
CTC
303
Central Trust Company
Missouri
– -$21K -822 Closed
BSB
304
Bangor Savings Bank
Maine
– -$10K -376 Closed
ACM
305
Antonetti Capital Management
Florida
– -$8K -300 Closed
BTI
306
Blue Trust Inc
Georgia
– -$2K -73 Closed
ACK
307
Andrew C. Karlinski
– -$1K -31 Closed
FMP
308
Financial Management Professionals
Texas
– +$26 +1 New
FCAS
309
First Command Advisory Services
Texas
– +$26 +1 New
9 10 11 12
13

SPIP Hedge Fund Activity: Q4 2022 in Review

272 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2022, worth a combined $1.43B — down 1.9% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SPIP positions and 37 closed out — a net gain of 6 holders — while 60 added to existing stakes and 138 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $77.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $17.6M.

  • 272 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $1.43B of State Street SPDR Portfolio TIPS ETF stock for Q4 2022, down 1.9% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2022 and 37 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $77.5M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2022.