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State Street SPDR Portfolio TIPS ETF
SPIP

242 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

83% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 58

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

12% more funds holding

Funds holding: 216 → 242 (+26)

4% more capital invested

Capital invested by funds: $1.61B → $1.67B (+$61.2M)

1.39% less ownership

Funds ownership: 66.35% → 64.95% (-1.4%)

Holders
242
Holders Change
+26
Holders Change %
+12.04%
% of All Funds
4.21%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
42
Increased
106
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$79.7M
2
LPL Financial
LPL Financial
California
+$24.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.4M
4
RCS
Retirement Capital Strategies
California
+$12.4M
5
DWP
Destiny Wealth Partners
Florida
+$9.76M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$146M
2
Jane Street
Jane Street
New York
-$28.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
4
DRS
Deane Retirement Strategies
Louisiana
-$5.83M
5
V
Veritable
Delaware
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCS
26
Retirement Capital Strategies
California
$12.5M +$12.4M +400,337 New
DWP
27
Destiny Wealth Partners
Florida
$11.8M +$9.76M +315,919 +515%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$11M +$744K +24,081 +7%
Wells Fargo
29
Wells Fargo
California
$11M +$1.54M +49,745 +16%
PWM
30
Prentice Wealth Management
New York
$10.6M +$354K +11,446 +3%
SMM
31
Stadion Money Management
Georgia
$10.4M +$200K +6,481 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$9.94M +$723K +23,409 +8%
BlackRock
33
BlackRock
New York
$9.78M +$54.6K +1,767 +0.6%
MML Investors Services
34
MML Investors Services
Massachusetts
$9.34M +$2.32M +75,004 +33%
Jane Street
35
Jane Street
New York
$9.25M -$28.9M -936,856 -76%
Renaissance Technologies
36
Renaissance Technologies
New York
$8.74M +$4.15M +134,500 +92%
TPCW
37
TD Private Client Wealth
New York
$8.73M +$629K +20,356 +8%
OC
38
Oppenheimer & Co
New York
$8.5M – – –
RJFSA
39
Raymond James Financial Services Advisors
Florida
$8.19M +$3.6M +116,440 +79%
SI
40
Stephens Inc
Arkansas
$8.02M +$5.39M +174,479 +210%
APC
41
Aspire Private Capital
North Carolina
$7.08M +$2.13M +68,942 +44%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$6.66M +$3.83M +123,879 +141%
KAS
43
Kestra Advisory Services
Texas
$6.55M +$2.25M +72,877 +53%
V
44
Veritable
Delaware
$6.44M -$2.14M -69,135 -25%
MIAN
45
Mariner Independent Advisor Network
Kansas
$5.95M +$5.9M +191,026 New
BIP
46
Blueprint Investment Partners
North Carolina
$5.88M +$815K +26,397 +16%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$5.08M -$224K -7,261 -4%
TWP
48
Tempus Wealth Planning
California
$5.07M +$1.86M +60,301 +59%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$4.93M +$2.23M +72,116 +84%
TC
50
TownSquare Capital
Utah
$4.7M +$856K +27,704 +23%
1
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SPIP Hedge Fund Activity: Q2 2021 in Review

242 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2021, worth a combined $1.67B — up 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPIP positions and 12 closed out — a net gain of 30 holders — while 106 added to existing stakes and 58 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $79.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $146M.

  • 242 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2021, up from 216 in Q1 2021.
  • Funds reported $1.67B of State Street SPDR Portfolio TIPS ETF stock for Q2 2021, up 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2021 and 12 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $79.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $146M sold.

Based on aggregated 13F filings for Q2 2021.