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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

236 hedge funds and large institutions have $889M invested in SPDR Portfolio TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
19
Increased
61
Reduced
106
Closed
24
Calls
$33K
Puts
$556K
Net Calls
-$523K
Net Calls Change
+$4K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$11.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.7M
3
GVAG
3
Great Valley Advisor Group
Delaware
$30.5M
4
LNC
4
Lincoln National Corp
Pennsylvania
$214M
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
Bank of America
2
Bank of America
North Carolina
$21M
3
Cerity Partners
3
Cerity Partners
New York
$23.1M
4
LJAC
4
L.J. Altfest & Co
New York
$487K
5
LPL Financial
5
LPL Financial
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$6.94M +$401K +15,661 +6%
Osaic Holdings
27
Osaic Holdings
Arizona
$6.45M +$986K +38,492 +18%
Goldman Sachs
28
Goldman Sachs
New York
$5.97M -$1.5M -58,442 -20%
RI
29
Rinkey Investments
California
$5.75M +$159K +6,208 +3%
TCFP
30
Treasure Coast Financial Planning
Florida
$5.72M +$6.07K +237 +0.1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$5.49M -$677K -26,407 -11%
AWA
32
Aquire Wealth Advisors
Utah
$4.84M +$17.2K +672 +0.4%
EFL
33
ERn Financial LLC
Wisconsin
$4.81M +$96.5K +3,768 +2%
CWM
34
Collaborative Wealth Management
Florida
$4.61M -$114K -4,443 -2%
PFM
35
Phillips Financial Management
Indiana
$4.46M -$129K -5,021 -3%
DJSG
36
D.J. St. Germain
Massachusetts
$4.44M -$2.05M -79,940 -32%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$4.09M +$1.06M +41,500 +35%
IWS
38
Integrity Wealth Solutions
Colorado
$3.93M -$330K -12,871 -8%
Truist Financial
39
Truist Financial
North Carolina
$3.89M -$133K -5,204 -3%
IA
40
IFG Advisory
Georgia
$3.5M -$16.4K -641 -0.5%
PAG
41
Private Advisor Group
New Jersey
$3.32M -$69.3K -2,704 -2%
CCFCSB
42
Cape Cod Five Cents Savings Bank
Massachusetts
$3.27M -$179K -7,000 -5%
IA
43
Insight Advisors
Pennsylvania
$3M +$128K +5,015 +4%
GF
44
Gries Financial
Ohio
$2.98M +$144K +5,619 +5%
Jane Street
45
Jane Street
New York
$2.91M -$2.17M -84,652 -43%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2.9M -$1.64M -64,042 -36%
SIA
47
SeaBridge Investment Advisors
New Jersey
$2.76M +$87.1K +3,401 +3%
UBS Group
48
UBS Group
Switzerland
$2.52M -$1.96M -76,397 -44%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$2.51M -$10.3K -402 -0.4%
Ameriprise
50
Ameriprise
Minnesota
$2.46M -$1.95M -76,255 -44%
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