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State Street SPDR Portfolio TIPS ETF
SPIP

81 hedge funds and large institutions have $735M invested in State Street SPDR Portfolio TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 1 → 6 (+5)

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

17% more funds holding

Funds holding: 69 → 81 (+12)

10% more capital invested

Capital invested by funds: $668M → $735M (+$66.2M)

0.91% more ownership

Funds ownership: 140.3% → 141.21% (+0.91%)

Holders
81
Holders Change
+12
Holders Change %
+17.39%
% of All Funds
1.84%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.14%
New
24
Increased
27
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$20.9M
2
FEG
Financial Enhancement Group
Indiana
+$14.1M
3
AA
Advisory Alpha
Michigan
+$9.84M
4
FWM
Focused Wealth Management
New York
+$7.4M
5
LNC
Lincoln National Corp
Pennsylvania
+$7.05M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.78M
2
Wolverine Trading
Wolverine Trading
Illinois
-$3.48M
3
Bank of America
Bank of America
North Carolina
-$3.22M
4
CCG
Chatham Capital Group
Georgia
-$3.02M
5
PFA
Pure Financial Advisors
California
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
51
RFG Advisory
Alabama
$288K +$289K +10,244 New
HSBC Holdings
52
HSBC Holdings
United Kingdom
$281K – – –
HB
53
Homrich & Berg
Georgia
$269K – – –
SPC
54
Sigma Planning Corp
Michigan
$230K +$231K +8,172 New
IA
55
IFP Advisors
Florida
$207K +$179K +6,354 +639%
M&T Bank
56
M&T Bank
New York
$206K – – –
AG
57
Advisor Group
Arizona
$184K -$62.2K -2,206 -25%
BCMIO
58
Beacon Capital Management Inc (Ohio)
Ohio
$178K -$268K -9,512 -60%
WAS
59
Winch Advisory Services
Wisconsin
$163K +$163K +5,784 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$138K +$63K +2,232 +84%
APA
61
American Portfolios Advisors
New York
$132K +$133K +4,710 New
SWP
62
Stratos Wealth Partners
Ohio
$128K +$128K +4,552 New
TAIM
63
TD Ameritrade Investment Management
Nebraska
$100K +$96.9K +3,434 +2,525%
GEA
64
Glen Eagle Advisors
New Jersey
$69.8K +$20K +710 +40%
TCOV
65
Trust Company of Vermont
Vermont
$49K -$49K -1,736 -50%
GRP
66
Global Retirement Partners
California
$44K – – –
GI
67
Gradient Investments
Minnesota
$38K +$38.2K +1,354 New
NSIM
68
North Star Investment Management
Illinois
$34K – – –
ST
69
Smithfield Trust
Pennsylvania
$34K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$30K +$29.9K +1,060 New
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$28K – – –
SPIA
72
Steward Partners Investment Advisory
New York
$14K +$9.2K +326 +163%
MOS
73
MGO One Seven
Ohio
$14K +$13.6K +482 New
IWM
74
IHT Wealth Management
Illinois
$11K – – –
BRC
75
Bell Rock Capital
Delaware
$11K +$10.7K +380 New
1 2
3
4

SPIP Hedge Fund Activity: Q4 2017 in Review

81 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2017, worth a combined $735M — up 9.9% from $668M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SPIP positions and 12 closed out — a net gain of 12 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was State Street, adding an estimated $20.9M. The largest seller was Jane Street, exiting entirely with an estimated $7.78M sold.

  • 81 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2017, up from 69 in Q3 2017.
  • Funds reported $735M of State Street SPDR Portfolio TIPS ETF stock for Q4 2017, up 9.9% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2017 and 12 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2017 was State Street, an estimated $20.9M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2017 was Jane Street, an estimated $7.78M sold.

Based on aggregated 13F filings for Q4 2017.