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State Street SPDR Portfolio TIPS ETF
SPIP

112 hedge funds and large institutions have $767M invested in State Street SPDR Portfolio TIPS ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

92% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 25

9% more funds holding

Funds holding: 103 → 112 (+9)

3% less capital invested

Capital invested by funds: $795M → $767M (-$27.8M)

8.05% less ownership

Funds ownership: 131.44% → 123.4% (-8%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
2.56%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
18
Increased
48
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$8.61M
2
MWM
Merriman Wealth Management
Washington
+$7.96M
3
UBS AM
UBS AM
Illinois
+$5.59M
4
UBS Group
UBS Group
Switzerland
+$2.03M
5
FEG
Financial Enhancement Group
Indiana
+$1.55M

Top Sellers

1
TF
TIAA FSB
Florida
-$30M
2
State Street
State Street
Massachusetts
-$20.7M
3
Jane Street
Jane Street
New York
-$3.3M
4
MML Investors Services
MML Investors Services
Massachusetts
-$2.39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$2.54M – – –
PFM
27
Phillips Financial Management
Indiana
$2.44M +$5.3K +192 +0.2%
ACM
28
AlphaStar Capital Management
North Carolina
$2.42M -$783K -28,362 -25%
AF
29
Advisornet Financial
Minnesota
$2.18M +$616K +22,316 +40%
NWM
30
Northwest Wealth Management
Iowa
$1.73M +$78.3K +2,836 +5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.7M +$47.6K +1,726 +3%
FAAS
32
First Allied Advisory Services
California
$1.51M +$116K +4,186 +8%
LPL Financial
33
LPL Financial
California
$1.47M +$72.4K +2,624 +5%
VFA
34
Voya Financial Advisors
Connecticut
$1.37M +$38.4K +1,390 +3%
SFFS
35
Stonehage Fleming Financial Services
Jersey
$1.31M – – –
Ameriprise
36
Ameriprise
Minnesota
$1.3M +$141K +5,100 +12%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.28M -$1.84M -66,540 -59%
EA
38
Efficient Advisors
Ohio
$1.28M -$9.94K -360 -0.8%
LS
39
Lattice Strategies
Pennsylvania
$1.25M +$310K +11,240 +33%
WCA
40
Westover Capital Advisors
Delaware
$1.21M +$34.6K +1,254 +3%
Deutsche Bank
41
Deutsche Bank
Germany
$1.15M +$16.6K +600 +1%
CA
42
Continuum Advisory
Idaho
$1.11M +$484K +17,520 +78%
TAIM
43
TD Ameritrade Investment Management
Nebraska
$1.11M +$934K +33,846 +548%
GC
44
Guggenheim Capital
Illinois
$1.04M +$429K +15,542 +70%
SWM
45
SigFig Wealth Management
California
$1.04M +$33.6K +1,216 +3%
FAIM
46
Financial Advocates Investment Management
Washington
$1.04M +$13.6K +494 +1%
MCG
47
McCollum Christoferson Group
New York
$1.04M -$112K -4,060 -10%
Citigroup
48
Citigroup
New York
$1M -$994K -36,030 -50%
MML Investors Services
49
MML Investors Services
Massachusetts
$966K -$2.39M -86,728 -71%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$901K -$32.8K -1,190 -4%
1
2
3 4 5

SPIP Hedge Fund Activity: Q2 2018 in Review

112 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2018, worth a combined $767M — down 3.5% from $795M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPIP positions and 8 closed out — a net gain of 10 holders — while 48 added to existing stakes and 25 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $8.61M. The largest seller was TIAA FSB, cutting an estimated $30M.

  • 112 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2018, up from 103 in Q1 2018.
  • Funds reported $767M of State Street SPDR Portfolio TIPS ETF stock for Q2 2018, down 3.5% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2018 and 8 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $8.61M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2018 was TIAA FSB, an estimated $30M sold.

Based on aggregated 13F filings for Q2 2018.