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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

135 hedge funds and large institutions have $1.13B invested in SPDR Portfolio TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
2.93%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
16
Increased
35
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$261M
2
MWM
2
Merriman Wealth Management
Washington
$7.8M
3
LNC
3
Lincoln National Corp
Pennsylvania
$209M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$14.9M
5
WCA
5
Westover Capital Advisors
Delaware
$2.41M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$347M
2
RWM
2
Ritholtz Wealth Management
New York
$3.71M
3
Bank of America
3
Bank of America
North Carolina
$20.4M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$2.32M
5
FEG
5
Financial Enhancement Group
Indiana
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
51
Lattice Strategies
Pennsylvania
$1.13M -$128K -4,600 -10%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.04M -$469K -16,852 -31%
MCG
53
McCollum Christoferson Group
New York
$1.01M -$4.18K -150 -0.4%
GWA
54
Guidant Wealth Advisors
Illinois
$887K – – –
AII
55
AGF Investments Inc
Ontario, Canada
$825K -$139K -5,002 -14%
RA
56
RFG Advisory
Alabama
$824K -$140K -5,038 -15%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$789K +$279K +10,064 +55%
BFA
58
Beaumont Financial Advisors
Massachusetts
$762K -$605K -21,732 -44%
KBFS
59
Kohmann Bosshard Financial Services
Ohio
$669K -$310K -11,142 -32%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$633K +$267K +9,582 +73%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$630K +$240K +8,610 +61%
Goldman Sachs
62
Goldman Sachs
New York
$625K +$625K +22,446 New
EW
63
Emerson Wealth
Michigan
$610K -$219K -7,878 -26%
CAM
64
Concorde Asset Management
Michigan
$586K -$20.2K -726 -3%
FNC
65
First National Corp
Massachusetts
$549K – – –
WAS
66
Winch Advisory Services
Wisconsin
$542K – – –
AG
67
Advisor Group
Arizona
$514K -$76.1K -2,734 -13%
LA
68
LVW Advisors
New York
$508K -$29.4K -1,056 -5%
FC
69
Financial Consulate
Maryland
$498K -$7.36K -264 -1%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$473K – – –
BRC
71
Bell Rock Capital
Delaware
$472K +$270K +9,642 +134%
BRWA
72
B. Riley Wealth Advisors
Florida
$468K -$73.5K -2,634 -14%
V
73
Veritable
Delaware
$445K – – –
AIS
74
Accurate Investment Solutions
Pennsylvania
$435K -$1.23K -44 -0.3%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$411K +$411K +26,422 New
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3
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