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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $935M invested in SPDR Portfolio TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+9
Holders Change %
+3.81%
% of All Funds
3.91%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
68
Reduced
103
Closed
22
Calls
$241K
Puts
$60K
Net Calls
+$181K
Net Calls Change
+$298K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.7M
2
Charles Schwab
2
Charles Schwab
California
$11.6M
3
Cerity Partners
3
Cerity Partners
New York
$18.6M
4
SMM
4
Stadion Money Management
Georgia
$37.4M
5
GF
5
Gries Financial
Ohio
$2.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$52M
2
Jane Street
2
Jane Street
New York
$4.63M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
State Street
4
State Street
Massachusetts
$51.1M
5
LPL Financial
5
LPL Financial
California
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFCSB
26
Cape Cod Five Cents Savings Bank
Massachusetts
$6.66M +$2.58M +103,823 +63%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$6.57M +$134K +5,407 +2%
PWM
28
Prentice Wealth Management
New York
$6.31M +$280K +11,282 +5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$5.89M -$2.37M -95,326 -29%
BA
30
Bridge Advisory
California
$5.55M -$112K -4,494 -2%
Ameriprise
31
Ameriprise
Minnesota
$5.24M -$1.12M -45,013 -18%
CWM
32
Collaborative Wealth Management
Florida
$4.66M -$35.9K -1,445 -0.8%
Jane Street
33
Jane Street
New York
$4.63M -$9.25M -372,224 -67%
AWA
34
Aquire Wealth Advisors
Utah
$4.53M -$56.3K -2,265 -1%
Truist Financial
35
Truist Financial
North Carolina
$4.45M -$155K -6,246 -3%
AWM
36
AE Wealth Management
Kansas
$4.44M -$77.3K -3,110 -2%
PFM
37
Phillips Financial Management
Indiana
$4.44M +$13.2K +530 +0.3%
EFL
38
ERn Financial LLC
Wisconsin
$4.29M +$247K +9,955 +6%
WCWM
39
Wooster Corthell Wealth Management
Connecticut
$4.06M +$422K +16,972 +12%
UBS Group
40
UBS Group
Switzerland
$4.01M +$93.4K +3,761 +2%
VBFP
41
Valtinson Bruner Financial Planning
Minnesota
$3.78M -$254K -10,206 -6%
SW
42
SMART Wealth
Nebraska
$3.45M +$141K +5,695 +4%
IA
43
IFG Advisory
Georgia
$3.4M +$19.3K +777 +0.6%
VCM
44
Verde Capital Management
Michigan
$3.23M +$97.4K +3,923 +3%
BIP
45
Blueprint Investment Partners
North Carolina
$3.22M +$522K +21,015 +19%
PAG
46
Private Advisor Group
New Jersey
$2.99M -$2.26M -91,107 -43%
IA
47
Insight Advisors
Pennsylvania
$2.77M +$40.5K +1,629 +1%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$2.69M +$2.45M +98,540 +1,029%
GF
49
Gries Financial
Ohio
$2.61M +$2.61M +105,263 New
SWM
50
SigFig Wealth Management
California
$2.48M -$69.2K -2,783 -3%
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