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State Street SPDR Portfolio TIPS ETF
SPIP

163 hedge funds and large institutions have $1.16B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

1.8% more ownership

Funds ownership: 67.92% → 69.72% (+1.8%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

1% less funds holding

Funds holding: 165 → 163 (-2)

7% less capital invested

Capital invested by funds: $1.24B → $1.16B (-$84.6M)

28% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 65

Holders
163
Holders Change
-2
Holders Change %
-1.21%
% of All Funds
3.59%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
24
Increased
47
Reduced
65
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$80.7M
2
NC
NewSquare Capital
Pennsylvania
+$25.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$8.09M
4
LPL Financial
LPL Financial
California
+$6.74M
5
CIM
Cambria Investment Management
California
+$5.48M

Top Sellers

1
State Street
State Street
Massachusetts
-$117M
2
AssetMark Inc
AssetMark Inc
California
-$50.6M
3
LNC
Lincoln National Corp
Pennsylvania
-$39.9M
4
Bank of America
Bank of America
North Carolina
-$11.5M
5
MWM
Merriman Wealth Management
Washington
-$7.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.94M -$63.8K -2,208 -1%
Ameriprise
27
Ameriprise
Minnesota
$4.21M +$3.48M +120,516 +493%
LFG
28
Larson Financial Group
Missouri
$4.08M -$1.23M -42,523 -23%
APC
29
Aspire Private Capital
North Carolina
$3.76M +$105K +3,640 +3%
EFL
30
ERn Financial LLC
Wisconsin
$3.35M -$238K -8,240 -7%
ACM
31
AlphaStar Capital Management
North Carolina
$3.28M +$2.26M +78,355 +242%
WCA
32
Westover Capital Advisors
Delaware
$3.16M -$74.5K -2,581 -2%
VBFP
33
Valtinson Bruner Financial Planning
Minnesota
$3.14M +$139K +4,809 +5%
GC
34
Guggenheim Capital
Illinois
$3.08M -$1.04M -36,141 -25%
CA
35
Continuum Advisory
Idaho
$2.89M +$122K +4,210 +4%
HR
36
Hayden Royal
North Carolina
$2.87M +$78.9K +2,731 +3%
BCI
37
Brinker Capital Investments
Pennsylvania
$2.67M -$448K -15,510 -14%
Wells Fargo
38
Wells Fargo
California
$2.63M +$283K +9,792 +12%
Jane Street
39
Jane Street
New York
$2.59M -$444K -15,367 -15%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.57M +$1.47K +51 +0.1%
SS
41
Simplicity Solutions
Minnesota
$2.55M +$135K +4,688 +6%
FAAS
42
First Allied Advisory Services
California
$2.51M +$41.7K +1,445 +2%
VFA
43
Voya Financial Advisors
Connecticut
$2.47M +$2.44M +84,499 New
RWM
44
Ritholtz Wealth Management
New York
$2.38M -$447K -15,490 -16%
PFM
45
Phillips Financial Management
Indiana
$2.33M -$142K -4,916 -6%
TWP
46
Tempus Wealth Planning
California
$2.22M -$45.5K -1,576 -2%
NWM
47
Northwest Wealth Management
Iowa
$2.1M -$143K -4,969 -6%
MML Investors Services
48
MML Investors Services
Massachusetts
$2.04M +$630K +21,821 +45%
MWM
49
McNaughton Wealth Management
California
$1.84M -$42.6K -1,474 -2%
SWM
50
SigFig Wealth Management
California
$1.79M +$108K +3,749 +6%
1
2
3 4 5

SPIP Hedge Fund Activity: Q1 2020 in Review

163 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2020, worth a combined $1.16B — down 6.8% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SPIP positions and 23 closed out — a net gain of 1 holder — while 47 added to existing stakes and 65 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $80.7M. The largest seller was State Street, cutting an estimated $117M.

  • 163 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2020, down from 165 in Q4 2019.
  • Funds reported $1.16B of State Street SPDR Portfolio TIPS ETF stock for Q1 2020, down 6.8% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2020 and 23 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2020 was Charles Schwab Investment Advisory, an estimated $80.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2020 was State Street, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2020.