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State Street SPDR Portfolio TIPS ETF

294 hedge funds and large institutions have $2.4B invested in State Street SPDR Portfolio TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 107 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.35% more ownership

Funds ownership: 64.29%67.64% (+3.4%)

3% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 107

1% more capital invested

Capital invested by funds: $2.37B → $2.4B (+$29.8M)

9% less funds holding

Funds holding: 324294 (-30)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

44% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 59

Holders
294
Holders Change
-30
Holders Change %
-9.26%
% of All Funds
4.64%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
33
Increased
110
Reduced
107
Closed
59
Calls
$454K
Puts
Net Calls
+$454K
Net Calls Change
+$454K
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
26
Willow Creek Wealth Management
California
$15.6M -$148K -4,844 -0.9%
DJSG
27
D.J. St. Germain
Massachusetts
$15.6M +$1.91M +62,474 +14%
PWM
28
Prentice Wealth Management
New York
$15.3M +$1.03M +33,843 +7%
DWP
29
Destiny Wealth Partners
Florida
$13.2M -$2.69M -87,878 -17%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$13M +$1.01M +33,054 +8%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$12.9M
UIA
32
UBP Investment Advisors
Switzerland
$12.8M -$13M -426,569 -72%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$12.8M -$1.23M -40,366 -9%
SWP
34
Stratos Wealth Partners
Ohio
$12.6M +$8.54M +279,407 +204%
CFD
35
Creative Financial Designs
Indiana
$11.7M +$11.8M +385,488 +16,252%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$10.8M +$87.2K +2,852 +0.8%
Goldman Sachs
37
Goldman Sachs
New York
$10.4M +$5.15M +168,548 +96%
TCFP
38
Treasure Coast Financial Planning
Florida
$10M +$59.4K +1,943 +0.6%
KAS
39
Kestra Advisory Services
Texas
$9.73M +$1.32M +43,305 +16%
Wells Fargo
40
Wells Fargo
California
$9.3M -$3.65M -119,433 -28%
CI
41
Cavalier Investments
Georgia
$9.29M +$914K +29,900 +11%
VBFP
42
Valtinson Bruner Financial Planning
Minnesota
$9.23M +$1.79M +58,655 +23%
MML Investors Services
43
MML Investors Services
Massachusetts
$9.22M -$2.36M -77,179 -20%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$9.21M +$2.3M +75,218 +33%
BA
45
Bridge Advisory
California
$9.11M -$3.06M -99,976 -25%
AIP
46
Almanack Investment Partners
Pennsylvania
$9.02M +$8.41M +275,033 +1,189%
RJA
47
Raymond James & Associates
Florida
$8.95M -$2.15M -70,353 -19%
TPCW
48
TD Private Client Wealth
New York
$8.61M -$210K -6,878 -2%
BlackRock
49
BlackRock
New York
$8.54M -$1.8M -58,940 -17%
APW
50
Aurora Private Wealth
New Jersey
$8.28M +$5.57M +182,191 +199%

SPIP Hedge Fund Activity: Q1 2022 in Review

294 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2022, worth a combined $2.4B — up 1.3% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of SPIP and 33 opened new positions — a net loss of 26 holders — while 107 trimmed existing stakes and 110 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $204M. The largest seller was AssetMark Inc, cutting an estimated $83.4M.

  • 294 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2022, down from 324 in Q4 2021.
  • Funds reported $2.4B of State Street SPDR Portfolio TIPS ETF stock for Q1 2022, up 1.3% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2022 and 59 closed out, a net change of -26 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2022 was Charles Schwab Investment Advisory, an estimated $204M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2022 was AssetMark Inc, an estimated $83.4M sold.

Based on aggregated 13F filings for Q1 2022.