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State Street SPDR Portfolio TIPS ETF
SPIP

185 hedge funds and large institutions have $1.26B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

98% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 42

11% more funds holding

Funds holding: 167 → 185 (+18)

7% more capital invested

Capital invested by funds: $1.18B → $1.26B (+$82.5M)

2.64% less ownership

Funds ownership: 65.75% → 63.1% (-2.6%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.73%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
35
Increased
83
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$21.1M
2
TF
TIAA FSB
Florida
+$11.3M
3
V
Veritable
Delaware
+$10.5M
4
LNC
Lincoln National Corp
Pennsylvania
+$9.65M
5
FHC
First Heartland Consultants
Missouri
+$8.49M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$24.7M
2
FEG
Financial Enhancement Group
Indiana
-$18.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.58M
4
State Street
State Street
Massachusetts
-$7.49M
5
AssetMark Inc
AssetMark Inc
California
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
DRS
26
Deane Retirement Strategies
Louisiana
$6.02M +$5.99M +194,912 New
CST
27
Charles Schwab Trust
Nevada
$5.5M -$218K -7,101 -4%
BIP
28
Blueprint Investment Partners
North Carolina
$4.88M -$1.06M -34,377 -18%
CIM
29
Cambria Investment Management
California
$4.66M -$502K -16,331 -10%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$4.56M +$1.02M +33,274 +29%
AI
31
Atria Investments
North Carolina
$4.38M +$4.37M +142,060 New
APC
32
Aspire Private Capital
North Carolina
$4.18M +$157K +5,105 +4%
KAS
33
Kestra Advisory Services
Texas
$3.86M +$3.84M +124,859 New
SS
34
Simplicity Solutions
Minnesota
$3.75M +$673K +21,903 +22%
EFL
35
ERn Financial LLC
Wisconsin
$3.67M +$89.4K +2,909 +3%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$3.54M +$498K +16,188 +16%
Wells Fargo
37
Wells Fargo
California
$3.53M -$352K -11,442 -9%
WCA
38
Westover Capital Advisors
Delaware
$3.47M +$67.6K +2,199 +2%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$3.38M +$980K +31,885 +41%
LFG
40
Larson Financial Group
Missouri
$3.25M -$1.04M -33,686 -24%
VFA
41
Voya Financial Advisors
Connecticut
$3.08M +$292K +9,491 +11%
KPWS
42
Kestra Private Wealth Services
Texas
$2.97M +$2.96M +96,179 New
MML Investors Services
43
MML Investors Services
Massachusetts
$2.95M +$650K +21,140 +28%
HR
44
Hayden Royal
North Carolina
$2.93M +$2.92M +95,048 New
VBFP
45
Valtinson Bruner Financial Planning
Minnesota
$2.85M -$432K -14,060 -13%
Ameriprise
46
Ameriprise
Minnesota
$2.65M +$1.79M +58,093 +210%
FAAS
47
First Allied Advisory Services
California
$2.61M +$105K +3,405 +4%
IF
48
Intrua Financial
Texas
$2.54M -$3.23K -105 -0.1%
TWP
49
Tempus Wealth Planning
California
$2.51M +$114K +3,724 +5%
BlackRock
50
BlackRock
New York
$2.51M +$2.5M +81,389 +678,242%
1
2
3 4 5

SPIP Hedge Fund Activity: Q3 2020 in Review

185 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2020, worth a combined $1.26B — up 7% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SPIP positions and 14 closed out — a net gain of 21 holders — while 83 added to existing stakes and 42 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.1M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $24.7M.

  • 185 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2020, up from 167 in Q2 2020.
  • Funds reported $1.26B of State Street SPDR Portfolio TIPS ETF stock for Q3 2020, up 7% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2020 and 14 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2020 was LPL Financial, an estimated $21.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2020 was Charles Schwab Investment Advisory, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2020.