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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
DRS
326
Deane Retirement Strategies
Louisiana
– -$273K -8,787 Closed
CA
327
CGN Advisors
Kansas
– -$235K -7,550 Closed
CAG
328
Csenge Advisory Group
Florida
– -$208K -6,687 Closed
AC
329
Apella Capital
Connecticut
– -$207K -6,654 Closed
PCA
330
Personal Capital Advisors
California
– -$202K -6,507 Closed
LCM
331
Logan Capital Management
Pennsylvania
– -$178K -5,714 Closed
BHWM
332
Bay Harbor Wealth Management
Maryland
– -$90K -2,908 Closed
BMD
333
Better Money Decisions
New Mexico
– -$58K -1,856 Closed
SSB
334
Sandy Spring Bank
Maryland
– -$35K -1,110 Closed
QCG
335
Quadrant Capital Group
Ohio
– -$12K -386 Closed
WT
336
Washington Trust
Rhode Island
– -$3K -107 Closed
BWM
337
BerganKDV Wealth Management
Minnesota
– -$1K -45 Closed
CFN
338
Cordasco Financial Network
Florida
– +$31 +1 New
UB
339
UMB Bank
Missouri
– +$31 +1 New
BA
340
Bivin & Associates
Oklahoma
– +$220 +7 New
FCAS
341
First Command Advisory Services
Texas
– +$2.04K +65 New
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.