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State Street SPDR Portfolio TIPS ETF
SPIP

103 hedge funds and large institutions have $795M invested in State Street SPDR Portfolio TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

269% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 13

27% more funds holding

Funds holding: 81 → 103 (+22)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

8% more capital invested

Capital invested by funds: $735M → $795M (+$60.4M)

9.77% less ownership

Funds ownership: 141.21% → 131.44% (-9.8%)

Holders
103
Holders Change
+22
Holders Change %
+27.16%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
29
Increased
48
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$14.4M
2
FEG
Financial Enhancement Group
Indiana
+$10.6M
3
QA
Quantitative Advantage
Minnesota
+$7.23M
4
State Street
State Street
Massachusetts
+$6.24M
5
BCI
Brinker Capital Investments
Pennsylvania
+$5.64M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.9M
2
TF
TIAA FSB
Florida
-$5.79M
3
VF
Virtu Financial
New York
-$3.52M
4
Wells Fargo
Wells Fargo
California
-$1.45M
5
RWM
Ritholtz Wealth Management
New York
-$870K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$2.54M -$29.6K -1,066 -1%
PFM
27
Phillips Financial Management
Indiana
$2.44M +$1.28K +46 +0.1%
LFG
28
Larson Financial Group
Missouri
$2.25M +$1.58M +56,966 +239%
Citigroup
29
Citigroup
New York
$2.01M -$91.8K -3,308 -4%
NWM
30
Northwest Wealth Management
Iowa
$1.66M +$1.65M +59,386 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.64M +$766K +27,592 +86%
AF
32
Advisornet Financial
Minnesota
$1.57M +$1.55M +55,942 +16,454%
LPL Financial
33
LPL Financial
California
$1.41M +$68.8K +2,478 +5%
FAAS
34
First Allied Advisory Services
California
$1.4M +$89.8K +3,234 +7%
VFA
35
Voya Financial Advisors
Connecticut
$1.33M +$57.6K +2,076 +5%
SFFS
36
Stonehage Fleming Financial Services
Jersey
$1.31M – – –
EA
37
Efficient Advisors
Ohio
$1.3M +$15.9K +574 +1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.24M +$828K +29,822 +202%
WCA
39
Westover Capital Advisors
Delaware
$1.18M +$181K +6,536 +18%
Ameriprise
40
Ameriprise
Minnesota
$1.16M +$458K +16,508 +65%
MCG
41
McCollum Christoferson Group
New York
$1.15M +$78.6K +2,830 +7%
Deutsche Bank
42
Deutsche Bank
Germany
$1.13M +$1.13M +40,650 New
FAIM
43
Financial Advocates Investment Management
Washington
$1.04M +$208K +7,494 +25%
SWM
44
SigFig Wealth Management
California
$1.01M +$1.01M +36,356 New
LS
45
Lattice Strategies
Pennsylvania
$944K +$53.9K +1,940 +6%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$938K +$509K +18,350 +120%
PAG
47
Private Advisor Group
New Jersey
$723K +$719K +25,914 New
WP
48
WealthSource Partners
California
$689K +$686K +24,706 New
CAM
49
Concorde Asset Management
Michigan
$676K +$104K +3,740 +18%
CA
50
Continuum Advisory
Idaho
$627K +$624K +22,492 New
1
2
3 4 5

SPIP Hedge Fund Activity: Q1 2018 in Review

103 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2018, worth a combined $795M — up 8.2% from $735M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SPIP positions and 7 closed out — a net gain of 22 holders — while 48 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $14.4M. The largest seller was Bank of America, cutting an estimated $10.9M.

  • 103 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2018, up from 81 in Q4 2017.
  • Funds reported $795M of State Street SPDR Portfolio TIPS ETF stock for Q1 2018, up 8.2% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2018 and 7 closed out, a net change of +22 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2018 was Jane Street, an estimated $14.4M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2018 was Bank of America, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2018.