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State Street SPDR Portfolio TIPS ETF

135 hedge funds and large institutions have $1.13B invested in State Street SPDR Portfolio TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more funds holding

Funds holding: 132135 (+3)

1.4% more ownership

Funds ownership: 140.87%142.27% (+1.4%)

1% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$7.02M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

34% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 53

Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
2.92%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
16
Increased
35
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.06M -$203K -7,442 -6%
APC
27
Aspire Private Capital
North Carolina
$3.04M +$320K +11,718 +12%
BCI
28
Brinker Capital Investments
Pennsylvania
$3.01M -$2.63M -96,212 -47%
Wells Fargo
29
Wells Fargo
California
$3.01M -$4.56M -166,902 -61%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.76M -$437K -16,018 -14%
WCA
31
Westover Capital Advisors
Delaware
$2.41M +$858K +31,420 +57%
PFM
32
Phillips Financial Management
Indiana
$2.4M -$983 -36 -0%
ACM
33
AlphaStar Capital Management
North Carolina
$2.37M +$200K +7,334 +9%
LPL Financial
34
LPL Financial
California
$2.36M -$60.8K -2,226 -3%
BIAS
35
Beacon Investment Advisory Services
New Jersey
$2.32M -$6.89M -252,190 -75%
Wolverine Trading
36
Wolverine Trading
Illinois
$2.14M -$521K -19,090 -20%
FAAS
37
First Allied Advisory Services
California
$2.03M +$62.5K +2,288 +3%
Ameriprise
38
Ameriprise
Minnesota
$2M +$825K +30,224 +73%
NWM
39
Northwest Wealth Management
Iowa
$1.96M -$82.5K -3,022 -4%
FTUS
40
Flow Traders U.S.
New York
$1.93M -$5.19M -189,890 -73%
AA
41
Alesco Advisors
New York
$1.69M +$83.5K +3,058 +5%
HIM
42
Hanlon Investment Management
New Jersey
$1.62M +$1.59M +58,140 New
MML Investors Services
43
MML Investors Services
Massachusetts
$1.59M +$189K +6,938 +14%
BHWM
44
Bay Harbor Wealth Management
Maryland
$1.43M -$819 -30 -0.1%
SWM
45
SigFig Wealth Management
California
$1.43M +$112K +4,106 +9%
CA
46
Continuum Advisory
Idaho
$1.35M +$198K +7,250 +17%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.25M +$184K +6,748 +18%
EA
48
Efficient Advisors
Ohio
$1.16M +$38.7K +1,416 +4%
AF
49
Advisornet Financial
Minnesota
$1.15M -$420K -15,368 -27%
Deutsche Bank
50
Deutsche Bank
Germany
$1.13M

SPIP Hedge Fund Activity: Q1 2019 in Review

135 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2019, worth a combined $1.13B — up 0.62% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPIP positions and 13 closed out — a net gain of 3 holders — while 35 added to existing stakes and 53 trimmed.

The largest buyer was State Street, adding an estimated $26.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $21.1M.

  • 135 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2019, up from 132 in Q4 2018.
  • Funds reported $1.13B of State Street SPDR Portfolio TIPS ETF stock for Q1 2019, up 0.62% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2019 and 13 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2019 was State Street, an estimated $26.4M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2019 was Charles Schwab Investment Advisory, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2019.