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State Street SPDR Portfolio TIPS ETF
SPIP

201 hedge funds and large institutions have $1.39B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

78% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 50

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

11% more capital invested

Capital invested by funds: $1.26B → $1.39B (+$132M)

9% more funds holding

Funds holding: 185 → 201 (+16)

1.87% more ownership

Funds ownership: 63.1% → 64.98% (+1.9%)

Holders
201
Holders Change
+16
Holders Change %
+8.65%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
35
Increased
89
Reduced
50
Closed
16
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
+$19.8M
2
LPL Financial
LPL Financial
California
+$15.2M
3
LNC
Lincoln National Corp
Pennsylvania
+$12.5M
4
Jane Street
Jane Street
New York
+$9.78M
5
OC
Oppenheimer & Co
New York
+$7.38M

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$5.84M
2
BIP
Blueprint Investment Partners
North Carolina
-$4.81M
3
CIM
Cambria Investment Management
California
-$4.66M
4
AI
Atria Investments
North Carolina
-$4.38M
5
HR
Hayden Royal
North Carolina
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
26
Destiny Wealth Partners
Florida
$8.54M +$8.42M +273,916 New
GI
27
Glovista Investments
New Jersey
$8.41M -$58.4K -1,900 -0.7%
OC
28
Oppenheimer & Co
New York
$7.48M +$7.38M +240,000 New
TPCW
29
TD Private Client Wealth
New York
$7.23M +$649K +21,104 +10%
Wells Fargo
30
Wells Fargo
California
$6.53M +$2.92M +95,061 +83%
BlackRock
31
BlackRock
New York
$6.1M +$3.52M +114,366 +140%
DRS
32
Deane Retirement Strategies
Louisiana
$5.96M -$115K -3,725 -2%
CST
33
Charles Schwab Trust
Nevada
$5.8M +$249K +8,100 +5%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$5.26M +$653K +21,236 +14%
Goldman Sachs
35
Goldman Sachs
New York
$5.01M +$3.76M +122,362 +319%
Renaissance Technologies
36
Renaissance Technologies
New York
$4.85M +$3.27M +106,453 +217%
APC
37
Aspire Private Capital
North Carolina
$4.51M +$283K +9,212 +7%
SS
38
Simplicity Solutions
Minnesota
$4.2M +$403K +13,110 +11%
KAS
39
Kestra Advisory Services
Texas
$4.09M +$215K +6,994 +6%
WCA
40
Westover Capital Advisors
Delaware
$3.64M +$137K +4,454 +4%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$3.64M +$68.5K +2,229 +2%
EFL
42
ERn Financial LLC
Wisconsin
$3.61M -$95.9K -3,118 -3%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$3.5M +$88K +2,863 +3%
VBFP
44
Valtinson Bruner Financial Planning
Minnesota
$3.23M +$331K +10,753 +12%
MML Investors Services
45
MML Investors Services
Massachusetts
$3.12M +$137K +4,450 +5%
LFG
46
Larson Financial Group
Missouri
$3.05M -$232K -7,533 -7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$3M +$1.24M +40,277 +72%
TC
48
TownSquare Capital
Utah
$2.92M +$727K +23,643 +34%
Ameriprise
49
Ameriprise
Minnesota
$2.92M +$290K +9,419 +11%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$2.9M +$2.86M +93,147 New
1
2
3 4 5

SPIP Hedge Fund Activity: Q4 2020 in Review

201 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2020, worth a combined $1.39B — up 11% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SPIP positions and 16 closed out — a net gain of 19 holders — while 89 added to existing stakes and 50 trimmed.

The largest buyer was Financial Advocates Investment Management, opening a new position worth an estimated $19.8M. The largest seller was First Heartland Consultants, cutting an estimated $5.84M.

  • 201 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2020, up from 185 in Q3 2020.
  • Funds reported $1.39B of State Street SPDR Portfolio TIPS ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2020 and 16 closed out, a net change of +19 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2020 was Financial Advocates Investment Management, an estimated $19.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2020 was First Heartland Consultants, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2020.