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State Street SPDR Portfolio TIPS ETF

324 hedge funds and large institutions have $2.37B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 132 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 20

113% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 62

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

24% more capital invested

Capital invested by funds: $1.91B → $2.37B (+$463M)

23% more funds holding

Funds holding: 263324 (+61)

2.02% more ownership

Funds ownership: 62.26%64.29% (+2%)

Holders
324
Holders Change
+61
Holders Change %
+23.19%
% of All Funds
4.99%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.32%
New
85
Increased
132
Reduced
62
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
26
Destiny Wealth Partners
Florida
$16.5M +$4.2M +133,733 +34%
WCWM
27
Willow Creek Wealth Management
California
$16.4M -$53K -1,688 -0.3%
PWM
28
Prentice Wealth Management
New York
$14.9M +$513K +16,328 +4%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$14.8M +$1.62M +51,605 +12%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$14.6M +$4.11M +130,706 +39%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$14.6M +$2.49M +79,173 +21%
DJSG
32
D.J. St. Germain
Massachusetts
$14.2M +$14.2M +451,671 New
Wells Fargo
33
Wells Fargo
California
$13.4M +$923K +29,375 +7%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$13.3M -$397K -12,629 -3%
BA
35
Bridge Advisory
California
$12.6M -$239K -7,618 -2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$12.5M +$1.42M +45,273 +13%
MML Investors Services
37
MML Investors Services
Massachusetts
$12M +$1.42M +45,198 +13%
RCS
38
Retirement Capital Strategies
California
$11.9M +$61.5K +1,957 +0.5%
RJA
39
Raymond James & Associates
Florida
$11.5M +$9.38M +298,635 +443%
SI
40
Stephens Inc
Arkansas
$11.4M +$214K +6,823 +2%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$11M +$485K +15,430 +5%
5L
42
55I LLC
Massachusetts
$10.8M +$6.25M +198,933 +140%
BlackRock
43
BlackRock
New York
$10.7M +$150K +4,773 +1%
TCFP
44
Treasure Coast Financial Planning
Florida
$10.4M +$10.3M +329,012 New
JCA
45
January Capital Advisors
California
$10.3M +$10.3M +326,580 New
GWSG
46
GPS Wealth Strategies Group
Colorado
$9.43M +$9.4M +299,360 New
AWM
47
AE Wealth Management
Kansas
$9.22M +$4.75M +151,087 +107%
TPCW
48
TD Private Client Wealth
New York
$9.18M +$266K +8,480 +3%
KAS
49
Kestra Advisory Services
Texas
$8.76M +$682K +21,706 +8%
CI
50
Cavalier Investments
Georgia
$8.72M +$8.7M +276,986 New

SPIP Hedge Fund Activity: Q4 2021 in Review

324 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2021, worth a combined $2.37B — up 24% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SPIP positions and 20 closed out — a net gain of 65 holders — while 132 added to existing stakes and 62 trimmed.

The largest buyer was 3EDGE Asset Management, adding an estimated $98.7M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $21M.

  • 324 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2021, up from 263 in Q3 2021.
  • Funds reported $2.37B of State Street SPDR Portfolio TIPS ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 85 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2021 and 20 closed out, a net change of +65 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2021 was 3EDGE Asset Management, an estimated $98.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $21M sold.

Based on aggregated 13F filings for Q4 2021.