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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $1.08B invested in SPDR Portfolio TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-26
Holders Change %
-9.59%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
21
Increased
69
Reduced
116
Closed
40
Calls
$2.76M
Puts
$1.49M
Net Calls
+$1.27M
Net Calls Change
-$2.13M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$17.3M
2
MWM
2
Merriman Wealth Management
Washington
$6.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.9M
4
BCM
4
BlueCrest Capital Management
Jersey
$3.38M
5
PFS
5
Prospera Financial Services
Texas
$12.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$109M
2
SMM
2
Stadion Money Management
Georgia
$48M
3
Bank of America
3
Bank of America
North Carolina
$66.6M
4
LPL Financial
4
LPL Financial
California
$65.9M
5
PAG
5
Private Advisor Group
New Jersey
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$7.01M -$243K -9,104 -3%
Ameriprise
27
Ameriprise
Minnesota
$6.81M -$10.7M -399,846 -61%
MWM
28
Merriman Wealth Management
Washington
$6.79M +$6.79M +254,425 New
RI
29
Rinkey Investments
California
$6.5M +$859K +32,206 +15%
BA
30
Bridge Advisory
California
$6.24M -$3.62M -135,641 -37%
BIP
31
Blueprint Investment Partners
North Carolina
$5.05M +$2.72M +102,112 +117%
VBFP
32
Valtinson Bruner Financial Planning
Minnesota
$4.94M -$456K -17,081 -8%
PFM
33
Phillips Financial Management
Indiana
$4.74M -$109K -4,090 -2%
CCFCSB
34
Cape Cod Five Cents Savings Bank
Massachusetts
$4.73M -$698K -26,188 -13%
AWA
35
Aquire Wealth Advisors
Utah
$4.67M +$567K +21,271 +14%
CWM
36
Collaborative Wealth Management
Florida
$4.47M +$1.26M +47,204 +39%
AWM
37
AE Wealth Management
Kansas
$4.44M +$2.22M +83,251 +100%
EFL
38
ERn Financial LLC
Wisconsin
$4.25M +$205K +7,705 +5%
UBS Group
39
UBS Group
Switzerland
$4.21M +$597K +22,373 +17%
Citadel Advisors
40
Citadel Advisors
Florida
$3.92M +$2.78M +104,085 +242%
FTUS
41
Flow Traders U.S.
New York
$3.51M +$2.76M +103,483 +367%
BCM
42
BlueCrest Capital Management
Jersey
$3.38M +$3.38M +126,593 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$3.38M -$557K -20,902 -14%
WCWM
44
Wooster Corthell Wealth Management
Connecticut
$3.36M -$40.3K -1,512 -1%
VCM
45
Verde Capital Management
Michigan
$3.26M +$125K +4,699 +4%
SW
46
SMART Wealth
Nebraska
$3.16M +$1.37M +51,355 +76%
SWM
47
SigFig Wealth Management
California
$3.15M -$60.3K -2,161 -2%
PG
48
Proffitt & Goodson
Tennessee
$3M -$45.2K -1,695 -1%
IA
49
Insight Advisors
Pennsylvania
$2.92M +$120K +4,489 +4%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$2.9M +$127K +4,772 +5%
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