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State Street SPDR Portfolio TIPS ETF
SPIP

201 hedge funds and large institutions have $1.39B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

78% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 50

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

11% more capital invested

Capital invested by funds: $1.26B → $1.39B (+$132M)

9% more funds holding

Funds holding: 185 → 201 (+16)

1.87% more ownership

Funds ownership: 63.1% → 64.98% (+1.9%)

Holders
201
Holders Change
+16
Holders Change %
+8.65%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
35
Increased
89
Reduced
50
Closed
16
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
+$19.8M
2
LPL Financial
LPL Financial
California
+$15.2M
3
LNC
Lincoln National Corp
Pennsylvania
+$12.5M
4
Jane Street
Jane Street
New York
+$9.78M
5
OC
Oppenheimer & Co
New York
+$7.38M

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$5.84M
2
BIP
Blueprint Investment Partners
North Carolina
-$4.81M
3
CIM
Cambria Investment Management
California
-$4.66M
4
AI
Atria Investments
North Carolina
-$4.38M
5
HR
Hayden Royal
North Carolina
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$2.8M -$182K -5,920 -6%
FHC
52
First Heartland Consultants
Missouri
$2.69M -$5.84M -189,972 -69%
IF
53
Intrua Financial
Texas
$2.58M -$16.9K -551 -0.7%
TWP
54
Tempus Wealth Planning
California
$2.53M -$10.6K -344 -0.4%
PFM
55
Phillips Financial Management
Indiana
$2.4M +$89K +2,894 +4%
SWM
56
SigFig Wealth Management
California
$2.37M +$34.9K +1,134 +2%
LPT
57
Legacy Private Trust
Wisconsin
$2.36M +$138K +4,499 +6%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$2.36M +$331K +10,766 +17%
MWM
59
McNaughton Wealth Management
California
$2.33M +$34.4K +1,120 +2%
SI
60
Stephens Inc
Arkansas
$2.28M -$41.9K -1,364 -2%
RWM
61
Ritholtz Wealth Management
New York
$2.26M +$6.76K +220 +0.3%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$2.21M +$914K +29,730 +73%
NWM
63
Northwest Wealth Management
Iowa
$2.18M -$4.4K -143 -0.2%
FTUS
64
Flow Traders U.S.
New York
$2.08M +$2.05M +66,811 New
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$2.06M +$148K +4,811 +8%
IA
66
Insight Advisors
Pennsylvania
$2.04M +$2.02M +65,591 New
VCM
67
Verde Capital Management
Michigan
$1.92M +$448K +14,561 +31%
Truist Financial
68
Truist Financial
North Carolina
$1.8M +$307K +9,975 +21%
NCG
69
Newport Capital Group
New Jersey
$1.57M +$1.55M +50,371 New
MCG
70
McCollum Christoferson Group
New York
$1.54M +$123K +4,010 +9%
SFFS
71
Stonehage Fleming Financial Services
Jersey
$1.47M -$49.2K -1,599 -3%
CA
72
Continuum Advisory
Idaho
$1.39M -$59.2K -1,924 -4%
QCIG
73
Quad-Cities Investment Group
Iowa
$1.24M +$1.22M +39,635 New
GC
74
Guggenheim Capital
Illinois
$1.14M -$50.1K -1,629 -4%
AA
75
Alesco Advisors
New York
$1.14M -$174K -5,665 -13%
1 2
3
4 5

SPIP Hedge Fund Activity: Q4 2020 in Review

201 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2020, worth a combined $1.39B — up 11% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SPIP positions and 16 closed out — a net gain of 19 holders — while 89 added to existing stakes and 50 trimmed.

The largest buyer was Financial Advocates Investment Management, opening a new position worth an estimated $19.8M. The largest seller was First Heartland Consultants, cutting an estimated $5.84M.

  • 201 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2020, up from 185 in Q3 2020.
  • Funds reported $1.39B of State Street SPDR Portfolio TIPS ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2020 and 16 closed out, a net change of +19 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2020 was Financial Advocates Investment Management, an estimated $19.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2020 was First Heartland Consultants, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2020.