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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

167 hedge funds and large institutions have $1.18B invested in SPDR Portfolio TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 19 closing their positions.

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
3.43%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.21%
New
25
Increased
57
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LNC
1
Lincoln National Corp
Pennsylvania
$197M
2
LPL Financial
2
LPL Financial
California
$23.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18M
4
GI
4
Glovista Investments
New Jersey
$7.03M
5
PAG
5
Private Advisor Group
New Jersey
$8.04M

Top Sellers

1
State Street
1
State Street
Massachusetts
$130M
2
NC
2
NewSquare Capital
Pennsylvania
$94K
3
CSIA
3
Charles Schwab Investment Advisory
California
$376M
4
FEG
4
Financial Enhancement Group
Indiana
$18.5M
5
Bank of America
5
Bank of America
North Carolina
$22.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
51
SigFig Wealth Management
California
$2M 66,428 +4,831 +8%
MWM
52
McNaughton Wealth Management
California
$1.98M 65,760 +2,482 +4%
LPT
53
Legacy Private Trust
Wisconsin
$1.7M 56,285 +56,285 New
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$1.66M 54,101 +7,444 +16%
TC
55
TownSquare Capital
Utah
$1.64M 54,091 +12,392 +30%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.53M 50,727 +43,135 +568%
Citadel Advisors
57
Citadel Advisors
Florida
$1.46M 48,567 +19,692 +68%
SFFS
58
Stonehage Fleming Financial Services
Jersey
$1.42M 47,170 – –
CA
59
Continuum Advisory
Idaho
$1.4M 46,490 -53,025 -53%
MCG
60
McCollum Christoferson Group
New York
$1.32M 43,740 -4,575 -9%
AA
61
Alesco Advisors
New York
$1.3M 43,206 -6,340 -13%
Truist Financial
62
Truist Financial
North Carolina
$1.27M 42,240 +7,928 +23%
AF
63
Advisornet Financial
Minnesota
$1.27M 41,955 -520 -1%
RJA
64
Raymond James & Associates
Florida
$1.21M 40,179 +31,648 +371%
EA
65
Efficient Advisors
Ohio
$1.2M 39,654 +2,491 +7%
SC
66
Savant Capital
Illinois
$1.01M 33,439 -1,105 -3%
RA
67
RFG Advisory
Alabama
$996K 33,057 -18,596 -36%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$959K 31,792 -1,482 -4%
BHWM
69
Bay Harbor Wealth Management
Maryland
$895K 29,693 -2,527 -8%
Ameriprise
70
Ameriprise
Minnesota
$833K 27,648 -117,298 -81%
VCM
71
Verde Capital Management
Michigan
$808K 26,797 +6,026 +29%
HIM
72
Hanlon Investment Management
New Jersey
$797K 26,458 -7,020 -21%
CAGAS
73
Capital Advisory Group Advisory Services
Minnesota
$794K 26,330 +26,330 New
Goldman Sachs
74
Goldman Sachs
New York
$782K 25,962 +4,039 +18%
Charles Schwab
75
Charles Schwab
California
$746K 24,766 +8,181 +49%
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