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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 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
–
Holders Change %
0%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
41
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$23.5M
2
GP
2
Greenline Partners
New York
$11.1M
3
Cerity Partners
3
Cerity Partners
New York
$28.3M
4
LNC
4
Lincoln National Corp
Pennsylvania
$207M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.46M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$22.3M
2
Bank of America
2
Bank of America
North Carolina
$39.9M
3
LPL Financial
3
LPL Financial
California
$46.3M
4
PFS
4
Prospera Financial Services
Texas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
26
D.J. St. Germain
Massachusetts
$6.48M -$2.43M -95,179 -27%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$6.15M -$2.81M -110,026 -31%
TCFP
28
Treasure Coast Financial Planning
Florida
$5.7M -$1.27M -49,612 -18%
RI
29
Rinkey Investments
California
$5.58M -$2.75M -107,420 -33%
Osaic Holdings
30
Osaic Holdings
Arizona
$5.45M -$3.1M -121,036 -36%
LJAC
31
L.J. Altfest & Co
New York
$5.37M +$5M +195,702 +1,354%
Jane Street
32
Jane Street
New York
$5.07M +$298K +11,661 +6%
AWA
33
Aquire Wealth Advisors
Utah
$4.82M +$155K +6,063 +3%
CWM
34
Collaborative Wealth Management
Florida
$4.71M -$78.8K -3,081 -2%
EFL
35
ERn Financial LLC
Wisconsin
$4.71M +$292K +11,427 +7%
PFM
36
Phillips Financial Management
Indiana
$4.58M +$13.4K +523 +0.3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$4.53M -$1.53M -59,777 -25%
UBS Group
38
UBS Group
Switzerland
$4.47M +$341K +13,343 +8%
Ameriprise
39
Ameriprise
Minnesota
$4.42M -$978K -38,194 -18%
IWS
40
Integrity Wealth Solutions
Colorado
$4.25M +$4.25M +166,326 New
Truist Financial
41
Truist Financial
North Carolina
$4.02M -$558K -21,813 -12%
IA
42
IFG Advisory
Georgia
$3.51M +$14.6K +570 +0.4%
CCFCSB
43
Cape Cod Five Cents Savings Bank
Massachusetts
$3.44M -$3.42M -133,693 -50%
PAG
44
Private Advisor Group
New Jersey
$3.39M +$308K +12,046 +10%
Citadel Advisors
45
Citadel Advisors
Florida
$3.36M -$5.41M -211,612 -62%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$3.02M +$258K +10,088 +9%
IA
47
Insight Advisors
Pennsylvania
$2.87M +$14.3K +559 +0.5%
FA
48
Flagstar Advisors
New York
$2.84M +$320K +12,532 +13%
GF
49
Gries Financial
Ohio
$2.83M +$142K +5,541 +5%
SIA
50
SeaBridge Investment Advisors
New Jersey
$2.67M +$1.33M +52,138 +100%
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