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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

293 hedge funds and large institutions have $2.4B invested in SPDR Portfolio TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-30
Holders Change %
-9.29%
% 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
109
Reduced
107
Closed
59
Calls
$454K
Puts
–
Net Calls
+$454K
Net Calls Change
+$454K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$451M
2
Jane Street
2
Jane Street
New York
$63.3M
3
SMM
3
Stadion Money Management
Georgia
$71M
4
Citadel Advisors
4
Citadel Advisors
Florida
$21.2M
5
CFD
5
Creative Financial Designs
Indiana
$11.7M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$20K
2
UIA
2
UBP Investment Advisors
Switzerland
$12.9M
3
CFO
3
Capitol Family Office
Oregon
$0
4
CAL
4
Capital Analysts LLC
Pennsylvania
$1.51M
5
LPL Financial
5
LPL Financial
California
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
26
Willow Creek Wealth Management
California
$15.6M -$147K -4,844 -0.9%
DJSG
27
D.J. St. Germain
Massachusetts
$15.6M +$1.89M +62,474 +14%
PWM
28
Prentice Wealth Management
New York
$15.3M +$1.02M +33,843 +7%
DWP
29
Destiny Wealth Partners
Florida
$13.2M -$2.66M -87,878 -17%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$13M +$1M +33,054 +8%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$12.9M – – –
UIA
32
UBP Investment Advisors
Switzerland
$12.9M -$32.8M -426,569 -72%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$12.8M -$1.22M -40,366 -9%
SWP
34
Stratos Wealth Partners
Ohio
$12.6M +$8.45M +279,407 +204%
CFD
35
Creative Financial Designs
Indiana
$11.7M +$11.7M +385,488 +16,252%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$10.8M +$85.2K +2,852 +0.8%
Goldman Sachs
37
Goldman Sachs
New York
$10.4M +$5.1M +168,548 +96%
TCFP
38
Treasure Coast Financial Planning
Florida
$10M +$58.8K +1,943 +0.6%
KAS
39
Kestra Advisory Services
Texas
$9.73M +$1.31M +43,305 +16%
Wells Fargo
40
Wells Fargo
California
$9.3M -$3.61M -119,433 -28%
CI
41
Cavalier Investments
Georgia
$9.29M +$905K +29,900 +11%
VBFP
42
Valtinson Bruner Financial Planning
Minnesota
$9.24M +$1.72M +58,655 +23%
MML Investors Services
43
MML Investors Services
Massachusetts
$9.22M -$2.34M -77,179 -20%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$9.21M +$2.28M +75,218 +33%
BA
45
Bridge Advisory
California
$9.11M -$3.03M -99,976 -25%
AIP
46
Almanack Investment Partners
Pennsylvania
$9.02M +$8.32M +275,033 +1,189%
RJA
47
Raymond James & Associates
Florida
$8.95M -$2.13M -70,353 -19%
TPCW
48
TD Private Client Wealth
New York
$8.61M -$208K -6,878 -2%
BlackRock
49
BlackRock
New York
$8.54M -$1.78M -58,940 -17%
APW
50
Aurora Private Wealth
New Jersey
$8.28M +$5.51M +182,191 +199%
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