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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

223 hedge funds and large institutions have $623M invested in SPDR Portfolio TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
223
Holders Change
-13
Holders Change %
-5.51%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
21
Increased
70
Reduced
94
Closed
31
Calls
$114K
Puts
$102K
Net Calls
+$12K
Net Calls Change
+$535K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$95.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$9.63M
3
AIA
3
Alera Investment Advisors
Illinois
$4.96M
4
GVAG
4
Great Valley Advisor Group
Delaware
$34.1M
5
NA
5
NewEdge Advisors
Louisiana
$5.27M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$865K
3
FIA
3
Foundations Investment Advisors
Arizona
$0
4
MWM
4
Mosley Wealth Management
California
$0
5
SMM
5
Stadion Money Management
Georgia
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$5.27M +$2.86M +112,599 +119%
AWA
27
Aquire Wealth Advisors
Utah
$5.07M +$269K +10,577 +6%
AIA
28
Alera Investment Advisors
Illinois
$4.96M +$4.96M +195,009 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$4.59M -$850K -33,457 -16%
Jane Street
30
Jane Street
New York
$4.34M +$1.45M +57,152 +50%
PFM
31
Phillips Financial Management
Indiana
$3.99M -$434K -17,091 -10%
Goldman Sachs
32
Goldman Sachs
New York
$3.83M -$2.09M -82,402 -35%
DJSG
33
D.J. St. Germain
Massachusetts
$3.83M -$581K -22,839 -13%
Truist Financial
34
Truist Financial
North Carolina
$3.7M -$167K -6,569 -4%
IA
35
IFG Advisory
Georgia
$3.48M -$712 -28 -0%
PAG
36
Private Advisor Group
New Jersey
$3.26M -$37.2K -1,463 -1%
IWS
37
Integrity Wealth Solutions
Colorado
$3.12M -$784K -30,833 -20%
GF
38
Gries Financial
Ohio
$3M +$42K +1,654 +1%
SIA
39
SeaBridge Investment Advisors
New Jersey
$2.89M +$154K +6,048 +6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.88M -$2.97K -117 -0.1%
TCFP
41
Treasure Coast Financial Planning
Florida
$2.62M -$3.06M -120,346 -54%
UBS Group
42
UBS Group
Switzerland
$2.62M +$114K +4,477 +5%
Financial Engines Advisors
43
Financial Engines Advisors
California
$2.53M +$300K +11,790 +13%
CCFCSB
44
Cape Cod Five Cents Savings Bank
Massachusetts
$2.53M -$711K -27,973 -22%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$2.52M +$27.3K +1,073 +1%
VCM
46
Verde Capital Management
Michigan
$2.46M +$260K +10,220 +12%
ACG
47
Allen Capital Group
Nebraska
$2.33M -$40.6K -1,598 -2%
SWM
48
SigFig Wealth Management
California
$2.1M -$187K -7,060 -8%
IA
49
Insight Advisors
Pennsylvania
$2.06M -$914K -35,938 -31%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$2.01M -$38.1K -1,499 -2%
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