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State Street SPDR Portfolio TIPS ETF
SPIP

132 hedge funds and large institutions have $1.12B invested in State Street SPDR Portfolio TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

33% more capital invested

Capital invested by funds: $848M → $1.12B (+$276M)

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

13% more funds holding

Funds holding: 117 → 132 (+15)

8.41% more ownership

Funds ownership: 132.46% → 140.87% (+8.4%)

Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
2.94%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
33
Increased
46
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$288M
2
Bank of America
Bank of America
North Carolina
+$14.1M
3
RWM
Ritholtz Wealth Management
New York
+$13.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.42M
5
FTUS
Flow Traders U.S.
New York
+$6.56M

Top Sellers

1
State Street
State Street
Massachusetts
-$18.7M
2
Jane Street
Jane Street
New York
-$9.43M
3
AA
Advisory Alpha
Michigan
-$9.02M
4
LNC
Lincoln National Corp
Pennsylvania
-$8.52M
5
FWM
Focused Wealth Management
New York
-$8.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$1.1M -$2.9K -108 -0.3%
Deutsche Bank
52
Deutsche Bank
Germany
$1.09M -$16.1K -600 -1%
EA
53
Efficient Advisors
Ohio
$1.08M -$153K -5,682 -12%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$1.03M -$52.9K -1,970 -5%
MCG
55
McCollum Christoferson Group
New York
$981K -$10.8K -400 -1%
KBFS
56
Kohmann Bosshard Financial Services
Ohio
$948K +$945K +35,166 New
AII
57
AGF Investments Inc
Ontario, Canada
$933K -$101K -3,756 -10%
RA
58
RFG Advisory
Alabama
$932K +$588K +21,884 +172%
GWA
59
Guidant Wealth Advisors
Illinois
$858K +$856K +31,862 New
EW
60
Emerson Wealth
Michigan
$803K +$801K +29,806 New
SS
61
Simplicity Solutions
Minnesota
$765K +$763K +28,398 New
IA
62
IFP Advisors
Florida
$679K +$2.53K +94 +0.4%
AWM
63
AE Wealth Management
Kansas
$667K +$78.6K +2,924 +13%
CAM
64
Concorde Asset Management
Michigan
$587K +$5.48K +204 +0.9%
AG
65
Advisor Group
Arizona
$571K +$318K +11,838 +126%
FNC
66
First National Corp
Massachusetts
$532K +$530K +19,736 New
WAS
67
Winch Advisory Services
Wisconsin
$524K -$78.3K -2,914 -13%
BRWA
68
B. Riley Wealth Advisors
Florida
$524K -$9.78K -364 -2%
LA
69
LVW Advisors
New York
$521K +$519K +19,320 New
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$496K +$142K +5,268 +40%
FC
71
Financial Consulate
Maryland
$489K -$77.3K -2,878 -14%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$458K – – –
V
73
Veritable
Delaware
$431K +$430K +16,000 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$428K -$41.2K -1,532 -9%
WP
75
WealthSource Partners
California
$426K +$8.92K +332 +2%
1 2
3
4 5

SPIP Hedge Fund Activity: Q4 2018 in Review

132 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2018, worth a combined $1.12B — up 33% from $848M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SPIP positions and 17 closed out — a net gain of 16 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $288M. The largest seller was State Street, cutting an estimated $18.7M.

  • 132 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2018, up from 117 in Q3 2018.
  • Funds reported $1.12B of State Street SPDR Portfolio TIPS ETF stock for Q4 2018, up 33% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2018 and 17 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $288M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2018 was State Street, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2018.