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State Street SPDR Portfolio TIPS ETF
SPIP

167 hedge funds and large institutions have $1.18B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

2% more funds holding

Funds holding: 163 → 167 (+4)

2% more capital invested

Capital invested by funds: $1.16B → $1.18B (+$19.7M)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

3.98% less ownership

Funds ownership: 69.72% → 65.75% (-4%)

29% less funds holding in top 10

Funds holding in top 10: 14 → 10 (-4)

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.21%
New
25
Increased
57
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
+$16M
2
LPL Financial
LPL Financial
California
+$12.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.17M
4
GI
Glovista Investments
New Jersey
+$6.96M
5
PAG
Private Advisor Group
New Jersey
+$6.76M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$27.2M
2
NC
NewSquare Capital
Pennsylvania
-$25.9M
3
CSIA
Charles Schwab Investment Advisory
California
-$22.9M
4
FEG
Financial Enhancement Group
Indiana
-$7.65M
5
Bank of America
Bank of America
North Carolina
-$7.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
CST
26
Charles Schwab Trust
Nevada
$5.58M -$165K -5,540 -3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.3M +$3.55M +119,296 +210%
CIM
28
Cambria Investment Management
California
$5.05M -$665K -22,339 -12%
LFG
29
Larson Financial Group
Missouri
$4.19M -$45.9K -1,541 -1%
APC
30
Aspire Private Capital
North Carolina
$3.93M +$32.5K +1,092 +0.8%
Wells Fargo
31
Wells Fargo
California
$3.79M +$1.05M +35,234 +39%
Jane Street
32
Jane Street
New York
$3.73M +$1.04M +34,821 +39%
EFL
33
ERn Financial LLC
Wisconsin
$3.5M +$14.2K +477 +0.4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$3.45M -$1.66M -55,880 -33%
VBFP
35
Valtinson Bruner Financial Planning
Minnesota
$3.33M +$47.7K +1,604 +2%
WCA
36
Westover Capital Advisors
Delaware
$3.32M +$39.1K +1,313 +1%
SS
37
Simplicity Solutions
Minnesota
$3M +$353K +11,850 +14%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.96M +$2.58M +86,654 +740%
GC
39
Guggenheim Capital
Illinois
$2.87M -$326K -10,966 -10%
VFA
40
Voya Financial Advisors
Connecticut
$2.71M +$164K +5,522 +7%
IF
41
Intrua Financial
Texas
$2.56M +$2.48M +83,256 New
SI
42
Stephens Inc
Arkansas
$2.47M +$2.44M +81,850 New
FAAS
43
First Allied Advisory Services
California
$2.45M -$162K -5,446 -6%
TWP
44
Tempus Wealth Planning
California
$2.34M +$38.5K +1,293 +2%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$2.33M +$1.21M +40,642 +110%
PFM
46
Phillips Financial Management
Indiana
$2.31M -$106K -3,563 -4%
MML Investors Services
47
MML Investors Services
Massachusetts
$2.24M +$127K +4,253 +6%
RWM
48
Ritholtz Wealth Management
New York
$2.23M -$239K -8,040 -10%
NWM
49
Northwest Wealth Management
Iowa
$2.08M -$95.8K -3,217 -4%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.04M -$613K -20,584 -23%
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SPIP Hedge Fund Activity: Q2 2020 in Review

167 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2020, worth a combined $1.18B — up 1.7% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPIP positions and 19 closed out — a net gain of 6 holders — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $16M. The largest seller was State Street, cutting an estimated $27.2M.

  • 167 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2020, up from 163 in Q1 2020.
  • Funds reported $1.18B of State Street SPDR Portfolio TIPS ETF stock for Q2 2020, up 1.7% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2020 and 19 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2020 was Lincoln National Corp, an estimated $16M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2020 was State Street, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2020.