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State Street SPDR Portfolio TIPS ETF
SPIP

135 hedge funds and large institutions have $1.15B invested in State Street SPDR Portfolio TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

4% more funds holding

Funds holding: 130 → 135 (+5)

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0% less capital invested

Capital invested by funds: $1.15B → $1.15B (-$2.48M)

71.47% less ownership

Funds ownership: 140.52% → 69.05% (-71%)

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
24
Increased
45
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAL
Capital Analysts LLC
Pennsylvania
+$16.3M
2
State Street
State Street
Massachusetts
+$9.81M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$4.67M
4
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$3.54M
5
CFS
Cannon Financial Strategists
Georgia
+$2.75M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$17.4M
2
Jane Street
Jane Street
New York
-$10.2M
3
CIM
Cambria Investment Management
California
-$7.96M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.25M
5
AssetMark Inc
AssetMark Inc
California
-$5.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
51
Savant Capital
Illinois
$1.13M +$31.2K +1,095 +3%
BHWM
52
Bay Harbor Wealth Management
Maryland
$1.06M -$428K -15,050 -29%
MCG
53
McCollum Christoferson Group
New York
$1.04M +$5.98K +210 +0.6%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$1.03M +$3.07K +108 +0.3%
EA
55
Efficient Advisors
Ohio
$1.03M -$90.2K -3,167 -8%
RA
56
RFG Advisory
Alabama
$1.01M +$119K +4,177 +13%
FI
57
FormulaFolio Investments
Michigan
$991K +$989K +34,750 New
AG
58
Advisor Group
Arizona
$962K +$83.5K +2,935 +10%
GWA
59
Guidant Wealth Advisors
Illinois
$909K – – –
IA
60
IFP Advisors
Florida
$896K +$897K +31,498 New
RJFSA
61
Raymond James Financial Services Advisors
Florida
$894K -$2.95M -103,626 -77%
HIM
62
Hanlon Investment Management
New Jersey
$879K -$1.29M -45,384 -60%
ASN
63
Advisory Services Network
Georgia
$823K -$414K -14,541 -50%
BFA
64
Beaumont Financial Advisors
Massachusetts
$793K -$1.05M -36,724 -57%
Ameriprise
65
Ameriprise
Minnesota
$694K -$449K -15,767 -39%
KBFS
66
Kohmann Bosshard Financial Services
Ohio
$686K +$171 +6 +0%
CAM
67
Concorde Asset Management
Michigan
$647K -$67.4K -2,369 -9%
EW
68
Emerson Wealth
Michigan
$625K – – –
SCM
69
Stonehearth Capital Management
Massachusetts
$601K +$599K +21,056 New
RJA
70
Raymond James & Associates
Florida
$597K -$1.5M -52,762 -72%
WAS
71
Winch Advisory Services
Wisconsin
$586K +$24.2K +851 +4%
ACP
72
Aveo Capital Partners
Colorado
$579K +$39.8K +1,399 +7%
FNC
73
First National Corp
Massachusetts
$563K -$28 -1 -0%
BRWA
74
B. Riley Wealth Advisors
Florida
$476K -$342 -12 -0.1%
FHC
75
First Heartland Consultants
Missouri
$463K +$463K +16,251 New
1 2
3
4 5

SPIP Hedge Fund Activity: Q3 2019 in Review

135 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2019, worth a combined $1.15B — down 0.22% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SPIP positions and 18 closed out — a net gain of 6 holders — while 45 added to existing stakes and 44 trimmed.

The largest buyer was Capital Analysts LLC, adding an estimated $16.3M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $17.4M.

  • 135 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2019, up from 130 in Q2 2019.
  • Funds reported $1.15B of State Street SPDR Portfolio TIPS ETF stock for Q3 2019, down 0.22% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2019 and 18 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2019 was Capital Analysts LLC, an estimated $16.3M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2019 was Charles Schwab Investment Advisory, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2019.