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State Street SPDR Portfolio TIPS ETF

68 hedge funds and large institutions have $642M invested in State Street SPDR Portfolio TIPS ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

1% more funds holding

Funds holding: 6768 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $674M → $642M (-$31.9M)

10.35% less ownership

Funds ownership: 149.71%139.36% (-10%)

22% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 27

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$222K -$11.3K -400 -5%
M&T Bank
52
M&T Bank
New York
$219K -$5.66K -200 -2%
TCOV
53
Trust Company of Vermont
Vermont
$122K +$123K +4,340 New
GI
54
Gradient Investments
Minnesota
$76K -$2.15K -76 -3%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$74K +$5.15K +182 +7%
NFG
56
Next Financial Group
Texas
$73K
GEA
57
Glen Eagle Advisors
New Jersey
$49.8K
GRP
58
Global Retirement Partners
California
$45K
IA
59
IFP Advisors
Florida
$39K +$14K +496 +56%
NSIM
60
North Star Investment Management
Illinois
$34K
ST
61
Smithfield Trust
Pennsylvania
$34K
SFPIA
62
Stevens First Principles Investment Advisors
California
$17K
Creative Planning
63
Creative Planning
Kansas
$13K -$226 -8 -2%
ACM
64
Aviance Capital Management
Florida
$7K +$7.42K +262 New
TAIM
65
TD Ameritrade Investment Management
Nebraska
$4K -$11.4K -402 -75%
SF
66
Synovus Financial
Georgia
$4K +$3.91K +138 New
IWM
67
IHT Wealth Management
Illinois
$1 +$11.3K +400 New
VKH
68
Virtu KCG Holdings
New York
-$774K -27,172 Closed
Baird Financial Group
69
Baird Financial Group
Wisconsin
-$390K -13,678 Closed
LPT
70
Legacy Private Trust
Wisconsin
-$229K -8,054 Closed
TSS
71
Two Sigma Securities
New York
-$204K -7,152 Closed
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
-$17K -598 Closed
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
-$10K -342 Closed

SPIP Hedge Fund Activity: Q2 2017 in Review

68 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2017, worth a combined $642M — down 4.7% from $674M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SPIP positions and 6 closed out — a net gain of 3 holders — while 21 added to existing stakes and 27 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $6.61M. The largest seller was State Street, cutting an estimated $14.6M.

  • 68 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2017, up from 67 in Q1 2017.
  • Funds reported $642M of State Street SPDR Portfolio TIPS ETF stock for Q2 2017, down 4.7% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2017 and 6 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2017 was Lincoln National Corp, an estimated $6.61M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2017 was State Street, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2017.