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SPDR Portfolio TIPS ETF

236 hedge funds and large institutions have $1.01B invested in SPDR Portfolio TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 111 reducing their positions, and 31 closing their positions.

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
24
Increased
62
Reduced
111
Closed
31
Calls
$320K
Puts
$437K
Net Calls
-$117K
Net Calls Change
-$1.39M
Name Market Value Shares Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$7.4M 286,513 -323 -0.1%
TCFP
27
Treasure Coast Financial Planning
Florida
$7.05M 272,713 +7,609 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$6.69M 259,021 -3,719 -1%
Ameriprise
29
Ameriprise
Minnesota
$6.61M 255,612 +354 +0.1%
MWM
30
Merriman Wealth Management
Washington
$6.37M 246,659 -7,766 -3%
PWM
31
Prentice Wealth Management
New York
$6.27M 242,757 -30,730 -11%
BA
32
Bridge Advisory
California
$5.89M 227,750 -6,289 -3%
PAG
33
Private Advisor Group
New Jersey
$5.46M 211,475 -120,470 -36%
CWM
34
Collaborative Wealth Management
Florida
$4.88M 188,853 +21,137 +13%
Truist Financial
35
Truist Financial
North Carolina
$4.79M 185,235 -194,732 -51%
AWA
36
Aquire Wealth Advisors
Utah
$4.77M 184,571 +9,504 +5%
AWM
37
AE Wealth Management
Kansas
$4.7M 181,853 +15,537 +9%
FTUS
38
Flow Traders U.S.
New York
$4.67M 180,566 +48,869 +37%
PFM
39
Phillips Financial Management
Indiana
$4.6M 178,138 +259 +0.1%
CCFCSB
40
Cape Cod Five Cents Savings Bank
Massachusetts
$4.25M 164,397 -12,870 -7%
VBFP
41
Valtinson Bruner Financial Planning
Minnesota
$4.2M 162,562 -22,741 -12%
EFL
42
ERn Financial LLC
Wisconsin
$4.2M 162,561 +3,061 +2%
UBS Group
43
UBS Group
Switzerland
$4.08M 157,779 +61 +0%
WCWM
44
Wooster Corthell Wealth Management
Connecticut
$3.79M 146,617 +20,604 +16%
IA
45
IFG Advisory
Georgia
$3.52M 136,075 +124,533 +1,079%
SW
46
SMART Wealth
Nebraska
$3.44M 133,233 +14,734 +12%
VCM
47
Verde Capital Management
Michigan
$3.26M 126,118 +3,981 +3%
SWM
48
SigFig Wealth Management
California
$2.91M 102,724 -9,942 -9%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$2.9M 112,311 +101,410 +930%
IA
50
Insight Advisors
Pennsylvania
$2.84M 109,889 +297 +0.3%