We are live on ! Find out more
SPIP icon

State Street SPDR Portfolio TIPS ETF
SPIP

216 hedge funds and large institutions have $1.61B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 102 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 54

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $1.39B → $1.61B (+$219M)

7% more funds holding

Funds holding: 201 → 216 (+15)

1.37% more ownership

Funds ownership: 64.98% → 66.35% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
32
Increased
102
Reduced
54
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$40.7M
2
PAG
Private Advisor Group
New Jersey
+$31.7M
3
Jane Street
Jane Street
New York
+$21.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.3M
5
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$17.5M

Top Sellers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
-$19.2M
2
DWP
Destiny Wealth Partners
Florida
-$6.55M
3
GI
Glovista Investments
New Jersey
-$3.58M
4
IF
Intrua Financial
Texas
-$2.13M
5
FTUS
Flow Traders U.S.
New York
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
26
Money Concepts Capital
Florida
$10.4M -$969K -31,435 -8%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$10.1M +$4.97M +161,285 +96%
PWM
28
Prentice Wealth Management
New York
$10M +$10.1M +328,415 New
SMM
29
Stadion Money Management
Georgia
$9.99M -$335K -10,877 -3%
BlackRock
30
BlackRock
New York
$9.54M +$3.59M +116,627 +60%
Wells Fargo
31
Wells Fargo
California
$9.22M +$2.85M +92,446 +44%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$9.03M +$6.15M +199,500 +207%
V
33
Veritable
Delaware
$8.43M -$568K -18,445 -6%
OC
34
Oppenheimer & Co
New York
$8.34M +$1.02M +33,000 +14%
TPCW
35
TD Private Client Wealth
New York
$7.94M +$865K +28,052 +12%
MML Investors Services
36
MML Investors Services
Massachusetts
$6.87M +$3.85M +124,793 +125%
DRS
37
Deane Retirement Strategies
Louisiana
$6.03M +$200K +6,495 +3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$5.2M +$1.65M +53,571 +46%
BIP
39
Blueprint Investment Partners
North Carolina
$4.97M +$5.01M +162,418 +103,451%
APC
40
Aspire Private Capital
North Carolina
$4.84M +$419K +13,581 +9%
Goldman Sachs
41
Goldman Sachs
New York
$4.76M -$151K -4,888 -3%
GI
42
Glovista Investments
New Jersey
$4.71M -$3.58M -116,075 -43%
CST
43
Charles Schwab Trust
Nevada
$4.69M -$994K -32,258 -17%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$4.48M +$1.06M +34,490 +31%
Renaissance Technologies
45
Renaissance Technologies
New York
$4.47M -$287K -9,300 -6%
KAS
46
Kestra Advisory Services
Texas
$4.2M +$172K +5,587 +4%
SS
47
Simplicity Solutions
Minnesota
$4.02M -$92.1K -2,988 -2%
WCA
48
Westover Capital Advisors
Delaware
$3.81M +$243K +7,885 +7%
TC
49
TownSquare Capital
Utah
$3.75M +$895K +29,052 +31%
EFL
50
ERn Financial LLC
Wisconsin
$3.54M -$986 -32 -0%
1
2
3 4 5

SPIP Hedge Fund Activity: Q1 2021 in Review

216 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2021, worth a combined $1.61B — up 16% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPIP positions and 17 closed out — a net gain of 15 holders — while 102 added to existing stakes and 54 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $40.7M. The largest seller was Financial Advocates Investment Management, cutting an estimated $19.2M.

  • 216 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2021, up from 201 in Q4 2020.
  • Funds reported $1.61B of State Street SPDR Portfolio TIPS ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2021 and 17 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $40.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2021 was Financial Advocates Investment Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2021.