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State Street SPDR Portfolio TIPS ETF
SPIP

263 hedge funds and large institutions have $1.91B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 19

120% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 55

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

14% more capital invested

Capital invested by funds: $1.67B → $1.91B (+$238M)

9% more funds holding

Funds holding: 242 → 263 (+21)

2.69% less ownership

Funds ownership: 64.95% → 62.26% (-2.7%)

Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
4.6%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
45
Increased
121
Reduced
55
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$77.8M
2
AssetMark Inc
AssetMark Inc
California
+$70.3M
3
LPL Financial
LPL Financial
California
+$45.8M
4
Ameriprise
Ameriprise
Minnesota
+$35.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$21.4M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$80.6M
2
RJA
Raymond James & Associates
Florida
-$19.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.9M
4
Jane Street
Jane Street
New York
-$8.59M
5
State Street
State Street
Massachusetts
-$7.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$13.1M +$2.05M +65,438 +18%
BA
27
Bridge Advisory
California
$12.7M +$126K +4,023 +1%
Wells Fargo
28
Wells Fargo
California
$12.4M +$1.44M +45,882 +13%
DWP
29
Destiny Wealth Partners
Florida
$12.1M +$396K +12,616 +3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$12M +$2.06M +65,683 +21%
FTUS
31
Flow Traders U.S.
New York
$11.9M +$11.6M +369,272 +2,994%
RCS
32
Retirement Capital Strategies
California
$11.7M -$766K -24,381 -6%
TC
33
TownSquare Capital
Utah
$11.2M +$6.62M +210,910 +140%
SI
34
Stephens Inc
Arkansas
$11M +$3.02M +96,098 +37%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$11M -$6.98M -222,389 -39%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$10.8M +$4.11M +130,756 +62%
MML Investors Services
37
MML Investors Services
Massachusetts
$10.5M +$1.15M +36,727 +12%
BlackRock
38
BlackRock
New York
$10.5M +$701K +22,311 +7%
MIAN
39
Mariner Independent Advisor Network
Kansas
$10.4M +$4.52M +143,821 +75%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$10.4M +$2.24M +71,186 +27%
Barclays
41
Barclays
United Kingdom
$10.4M +$8.84M +281,578 +535%
TPCW
42
TD Private Client Wealth
New York
$8.8M +$83.6K +2,663 +0.9%
OC
43
Oppenheimer & Co
New York
$8.49M – – –
KAS
44
Kestra Advisory Services
Texas
$7.97M +$1.45M +46,098 +22%
Renaissance Technologies
45
Renaissance Technologies
New York
$7.21M -$1.54M -48,900 -17%
APC
46
Aspire Private Capital
North Carolina
$6.65M -$424K -13,511 -6%
V
47
Veritable
Delaware
$6.45M +$17K +540 +0.3%
VBFP
48
Valtinson Bruner Financial Planning
Minnesota
$6.04M +$2.88M +91,619 +90%
TWP
49
Tempus Wealth Planning
California
$5.7M +$651K +20,719 +13%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$5.64M +$724K +23,043 +15%
1
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SPIP Hedge Fund Activity: Q3 2021 in Review

263 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2021, worth a combined $1.91B — up 14% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIP positions and 19 closed out — a net gain of 26 holders — while 121 added to existing stakes and 55 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $77.8M. The largest seller was JP Morgan Chase, cutting an estimated $80.6M.

  • 263 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2021, up from 242 in Q2 2021.
  • Funds reported $1.91B of State Street SPDR Portfolio TIPS ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2021 and 19 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2021 was 3EDGE Asset Management, an estimated $77.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2021 was JP Morgan Chase, an estimated $80.6M sold.

Based on aggregated 13F filings for Q3 2021.