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State Street SPDR Portfolio TIPS ETF
SPIP

135 hedge funds and large institutions have $1.15B invested in State Street SPDR Portfolio TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

4% more funds holding

Funds holding: 130 → 135 (+5)

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0% less capital invested

Capital invested by funds: $1.15B → $1.15B (-$2.48M)

71.47% less ownership

Funds ownership: 140.52% → 69.05% (-71%)

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
24
Increased
45
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAL
Capital Analysts LLC
Pennsylvania
+$16.3M
2
State Street
State Street
Massachusetts
+$9.81M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$4.67M
4
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$3.54M
5
CFS
Cannon Financial Strategists
Georgia
+$2.75M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$17.4M
2
Jane Street
Jane Street
New York
-$10.2M
3
CIM
Cambria Investment Management
California
-$7.96M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.25M
5
AssetMark Inc
AssetMark Inc
California
-$5.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
26
ERn Financial LLC
Wisconsin
$3.55M -$55.2K -1,938 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.53M -$193K -6,780 -5%
VBFP
28
Valtinson Bruner Financial Planning
Minnesota
$3.52M +$3.54M +124,225 New
APC
29
Aspire Private Capital
North Carolina
$3.1M -$332K -11,670 -10%
LPL Financial
30
LPL Financial
California
$3.05M +$467K +16,417 +18%
RWM
31
Ritholtz Wealth Management
New York
$3.03M -$342 -12 -0%
BCI
32
Brinker Capital Investments
Pennsylvania
$3.02M +$62.3K +2,188 +2%
WCA
33
Westover Capital Advisors
Delaware
$2.95M +$233K +8,175 +9%
CST
34
Charles Schwab Trust
Nevada
$2.69M +$2.68M +94,234 New
PFM
35
Phillips Financial Management
Indiana
$2.44M -$11.4K -399 -0.5%
Goldman Sachs
36
Goldman Sachs
New York
$2.29M +$273K +9,600 +14%
FAAS
37
First Allied Advisory Services
California
$2.28M +$87.7K +3,081 +4%
NWM
38
Northwest Wealth Management
Iowa
$2.26M +$104K +3,659 +5%
Wells Fargo
39
Wells Fargo
California
$2.2M -$718K -25,231 -25%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.05M +$965K +33,905 +89%
SS
41
Simplicity Solutions
Minnesota
$1.9M +$62.1K +2,182 +3%
CA
42
Continuum Advisory
Idaho
$1.9M +$161K +5,648 +9%
AA
43
Alesco Advisors
New York
$1.82M +$55.2K +1,940 +3%
SWM
44
SigFig Wealth Management
California
$1.59M +$93.1K +3,269 +6%
BIAS
45
Beacon Investment Advisory Services
New Jersey
$1.59M -$248K -8,724 -14%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.41M +$182K +6,386 +15%
SFFS
47
Stonehage Fleming Financial Services
Jersey
$1.34M – – –
MML Investors Services
48
MML Investors Services
Massachusetts
$1.31M -$176K -6,173 -12%
ACM
49
AlphaStar Capital Management
North Carolina
$1.3M +$707K +24,821 +119%
AF
50
Advisornet Financial
Minnesota
$1.23M +$36.6K +1,284 +3%
1
2
3 4 5

SPIP Hedge Fund Activity: Q3 2019 in Review

135 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2019, worth a combined $1.15B — down 0.22% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SPIP positions and 18 closed out — a net gain of 6 holders — while 45 added to existing stakes and 44 trimmed.

The largest buyer was Capital Analysts LLC, adding an estimated $16.3M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $17.4M.

  • 135 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2019, up from 130 in Q2 2019.
  • Funds reported $1.15B of State Street SPDR Portfolio TIPS ETF stock for Q3 2019, down 0.22% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2019 and 18 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2019 was Capital Analysts LLC, an estimated $16.3M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2019 was Charles Schwab Investment Advisory, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2019.