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State Street SPDR Portfolio TIPS ETF
SPIP

69 hedge funds and large institutions have $668M invested in State Street SPDR Portfolio TIPS ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 68 → 69 (+1)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

4% more capital invested

Capital invested by funds: $642M → $668M (+$26.5M)

0.94% more ownership

Funds ownership: 139.36% → 140.3% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
25
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIAS
Beacon Investment Advisory Services
New Jersey
+$7.79M
2
Bank of America
Bank of America
North Carolina
+$4.09M
3
Jane Street
Jane Street
New York
+$3.24M
4
AssetMark Inc
AssetMark Inc
California
+$2.93M
5
Wolverine Trading
Wolverine Trading
Illinois
+$2.74M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.99M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.52M
3
Citadel Advisors
Citadel Advisors
Florida
-$773K
4
FA
FDx Advisors
Illinois
-$738K
5
Wells Fargo
Wells Fargo
California
-$506K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$230K +$230K +8,134 New
M&T Bank
52
M&T Bank
New York
$207K -$13.8K -490 -6%
TCOV
53
Trust Company of Vermont
Vermont
$98K -$24.5K -868 -20%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$75K +$734 +26 +1%
NFG
55
Next Financial Group
Texas
$74K – – –
GEA
56
Glen Eagle Advisors
New Jersey
$50K – – –
BCI
57
Brinker Capital Investments
Pennsylvania
$47K +$47K +1,664 New
GRP
58
Global Retirement Partners
California
$45K – – –
NSIM
59
North Star Investment Management
Illinois
$34K – – –
ST
60
Smithfield Trust
Pennsylvania
$34K – – –
IA
61
IFP Advisors
Florida
$28K -$11.1K -392 -28%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$28K +$28.2K +1,000 New
WTB
63
Washington Trust Bank
Washington
$28K +$28.2K +1,000 New
SFPIA
64
Stevens First Principles Investment Advisors
California
$17K – – –
IWM
65
IHT Wealth Management
Illinois
$11K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$5K +$5.65K +200 New
TAIM
67
TD Ameritrade Investment Management
Nebraska
$4K – – –
SEI Investments
68
SEI Investments
Pennsylvania
$1K +$621 +22 New
Citadel Advisors
69
Citadel Advisors
Florida
– -$773K -27,528 Closed
FA
70
FDx Advisors
Illinois
– -$738K -26,288 Closed
AWM
71
AE Wealth Management
Kansas
– -$279K -9,932 Closed
GI
72
Gradient Investments
Minnesota
– -$76K -2,690 Closed
Creative Planning
73
Creative Planning
Kansas
– -$13K -460 Closed
ACM
74
Aviance Capital Management
Florida
– -$7K -262 Closed
SF
75
Synovus Financial
Georgia
– -$4K -138 Closed
1 2
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SPIP Hedge Fund Activity: Q3 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2017, worth a combined $668M — up 4.1% from $642M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPIP positions and 7 closed out — a net gain of 1 holder — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Beacon Investment Advisory Services, adding an estimated $7.79M. The largest seller was State Street, cutting an estimated $1.99M.

  • 69 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2017, up from 68 in Q2 2017.
  • Funds reported $668M of State Street SPDR Portfolio TIPS ETF stock for Q3 2017, up 4.1% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2017 and 7 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2017 was Beacon Investment Advisory Services, an estimated $7.79M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2017 was State Street, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2017.