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State Street SPDR Portfolio TIPS ETF

221 hedge funds and large institutions have $548M invested in State Street SPDR Portfolio TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more call options, than puts

Call options by funds: $299K | Put options by funds: $202K

6% more funds holding

Funds holding: 209221 (+12)

5.53% more ownership

Funds ownership: 58.68%64.21% (+5.5%)

3% more capital invested

Capital invested by funds: $534M → $548M (+$14.4M)

27% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 77

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
56
Reduced
77
Closed
22
Calls
$299K
Puts
$202K
Net Calls
+$97K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$3.46M -$5.69M -221,055 -62%
GF
27
Gries Financial
Ohio
$3.19M +$98.7K +3,835 +3%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.98M -$309K -12,015 -9%
FBB
29
Fulton Breakefield Broenniman
Maryland
$2.95M +$1.41M +54,771 +89%
Financial Engines Advisors
30
Financial Engines Advisors
California
$2.89M -$195K -7,579 -6%
PAG
31
Private Advisor Group
New Jersey
$2.82M -$7.44K -289 -0.3%
VCM
32
Verde Capital Management
Michigan
$2.74M +$250K +9,697 +10%
DJSG
33
D.J. St. Germain
Massachusetts
$2.63M -$670K -26,047 -20%
IWS
34
Integrity Wealth Solutions
Colorado
$2.6M -$124K -4,802 -4%
SIA
35
SeaBridge Investment Advisors
New Jersey
$2.6M -$313K -12,160 -11%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$2.5M -$5.48K -213 -0.2%
NA
37
Note Advisors
New York
$2.49M +$2.53M +98,438 New
PFM
38
Phillips Financial Management
Indiana
$2.47M -$584K -22,686 -19%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.4M +$573K +22,283 +31%
ACG
40
Allen Capital Group
Nebraska
$2.32M +$35.5K +1,378 +2%
CCFCSB
41
Cape Cod Five Cents Savings Bank
Massachusetts
$2.3M
RI
42
Rinkey Investments
California
$2.25M +$47.7K +1,852 +2%
SWM
43
SigFig Wealth Management
California
$2M -$91.4K -3,550 -5%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.97M +$12.8K +498 +0.6%
Goldman Sachs
45
Goldman Sachs
New York
$1.74M -$622K -24,165 -26%
FA
46
Flagstar Advisors
New York
$1.63M -$204K -7,909 -11%
GWM
47
Geneos Wealth Management
Colorado
$1.6M +$32.3K +1,254 +2%
CA
48
Continuum Advisory
Idaho
$1.59M +$37.7K +1,463 +2%
Mariner
49
Mariner
Kansas
$1.51M +$584K +22,688 +61%
Osaic Holdings
50
Osaic Holdings
Arizona
$1.48M -$621K -24,139 -29%

SPIP Hedge Fund Activity: Q4 2024 in Review

221 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2024, worth a combined $548M — up 2.7% from $534M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPIP positions and 22 closed out — a net gain of 16 holders — while 56 added to existing stakes and 77 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.69M.

  • 221 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2024, up from 209 in Q3 2024.
  • Funds reported $548M of State Street SPDR Portfolio TIPS ETF stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2024 and 22 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2024 was 3EDGE Asset Management, an estimated $20.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2024 was Flow Traders U.S., an estimated $5.69M sold.

Based on aggregated 13F filings for Q4 2024.