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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

163 hedge funds and large institutions have $1.16B invested in SPDR Portfolio TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 23 closing their positions.

Holders
163
Holders Change
-2
Holders Change %
-1.21%
% of All Funds
3.6%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
24
Increased
47
Reduced
65
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$385M
2
NC
2
NewSquare Capital
Pennsylvania
$25.4M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$8.28M
4
LPL Financial
4
LPL Financial
California
$10.7M
5
CIM
5
Cambria Investment Management
California
$5.51M

Top Sellers

1
State Street
1
State Street
Massachusetts
$152M
2
AssetMark Inc
2
AssetMark Inc
California
$19.9M
3
LNC
3
Lincoln National Corp
Pennsylvania
$174M
4
Bank of America
4
Bank of America
North Carolina
$28.5M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1.65M -$2.55M -87,993 -61%
RA
52
RFG Advisory
Alabama
$1.5M +$321K +11,040 +27%
First Trust Advisors
53
First Trust Advisors
Illinois
$1.48M +$1.48M +50,806 New
AA
54
Alesco Advisors
New York
$1.44M -$379K -13,059 -21%
MCG
55
McCollum Christoferson Group
New York
$1.4M +$323K +11,125 +30%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$1.4M -$235K -7,830 -14%
SFFS
57
Stonehage Fleming Financial Services
Jersey
$1.38M +$99.1K +3,400 +8%
TC
58
TownSquare Capital
Utah
$1.24M +$1.24M +41,699 New
AF
59
Advisornet Financial
Minnesota
$1.23M -$3.98K -137 -0.3%
PAG
60
Private Advisor Group
New Jersey
$1.15M +$920K +31,685 +395%
EA
61
Efficient Advisors
Ohio
$1.08M -$23.8K -821 -2%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$1.07M -$53K -1,825 -5%
SC
63
Savant Capital
Illinois
$1M -$174K -6,000 -15%
Truist Financial
64
Truist Financial
North Carolina
$997K +$509K +17,533 +104%
HIM
65
Hanlon Investment Management
New Jersey
$972K +$39.2K +1,350 +4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$971K -$367K -12,592 -27%
BHWM
67
Bay Harbor Wealth Management
Maryland
$936K -$100K -3,445 -10%
EWA
68
EP Wealth Advisors
California
$904K +$296K +10,196 +49%
Citadel Advisors
69
Citadel Advisors
Florida
$839K +$227K +7,819 +37%
FNC
70
First National Corp
Massachusetts
$819K – – –
ASN
71
Advisory Services Network
Georgia
$786K -$71.2K -2,453 -8%
Goldman Sachs
72
Goldman Sachs
New York
$637K -$556K -19,123 -47%
SCM
73
Stonehearth Capital Management
Massachusetts
$633K +$25.3K +873 +4%
RVPG
74
Relative Value Partners Group
$627K +$387K +13,335 +161%
ACP
75
Aveo Capital Partners
Colorado
$625K -$3.11M -107,127 -83%
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