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State Street SPDR Portfolio TIPS ETF
SPIP

216 hedge funds and large institutions have $1.61B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 102 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 54

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $1.39B → $1.61B (+$219M)

7% more funds holding

Funds holding: 201 → 216 (+15)

1.37% more ownership

Funds ownership: 64.98% → 66.35% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
32
Increased
102
Reduced
54
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$40.7M
2
PAG
Private Advisor Group
New Jersey
+$31.7M
3
Jane Street
Jane Street
New York
+$21.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.3M
5
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$17.5M

Top Sellers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
-$19.2M
2
DWP
Destiny Wealth Partners
Florida
-$6.55M
3
GI
Glovista Investments
New Jersey
-$3.58M
4
IF
Intrua Financial
Texas
-$2.13M
5
FTUS
Flow Traders U.S.
New York
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
51
Stringer Asset Management
Tennessee
$3.49M +$3.52M +114,180 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$3.38M +$540K +17,518 +19%
CWM
53
Collaborative Wealth Management
Florida
$3.19M +$3.25M +105,349 New
TWP
54
Tempus Wealth Planning
California
$3.13M +$656K +21,287 +26%
VBFP
55
Valtinson Bruner Financial Planning
Minnesota
$3.04M -$168K -5,451 -5%
LFG
56
Larson Financial Group
Missouri
$2.96M -$33.6K -1,090 -1%
HR
57
Hayden Royal
North Carolina
$2.76M +$2.79M +90,476 New
Truist Financial
58
Truist Financial
North Carolina
$2.71M +$956K +31,003 +54%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$2.68M +$671K +21,786 +33%
SWM
60
SigFig Wealth Management
California
$2.65M +$335K +10,873 +14%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$2.63M +$320K +10,394 +14%
SI
62
Stephens Inc
Arkansas
$2.53M +$299K +9,703 +13%
MWM
63
McNaughton Wealth Management
California
$2.45M +$166K +5,398 +7%
FHC
64
First Heartland Consultants
Missouri
$2.41M -$228K -7,391 -9%
PFM
65
Phillips Financial Management
Indiana
$2.33M -$26.7K -867 -1%
NWM
66
Northwest Wealth Management
Iowa
$2.25M +$109K +3,522 +5%
RWM
67
Ritholtz Wealth Management
New York
$2.22M – – –
IA
68
Insight Advisors
Pennsylvania
$2.18M +$151K +4,910 +7%
LPT
69
Legacy Private Trust
Wisconsin
$1.95M -$366K -11,864 -16%
DWP
70
Destiny Wealth Partners
Florida
$1.88M -$6.55M -212,517 -78%
QCIG
71
Quad-Cities Investment Group
Iowa
$1.81M +$600K +19,477 +49%
LFAS
72
Level Four Advisory Services
Texas
$1.78M +$1.45M +46,939 +417%
TA
73
Tectonic Advisors
Texas
$1.62M +$539K +17,500 +49%
MCG
74
McCollum Christoferson Group
New York
$1.59M +$81.8K +2,655 +5%
NCG
75
Newport Capital Group
New Jersey
$1.54M – – –
1 2
3
4 5

SPIP Hedge Fund Activity: Q1 2021 in Review

216 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2021, worth a combined $1.61B — up 16% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPIP positions and 17 closed out — a net gain of 15 holders — while 102 added to existing stakes and 54 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $40.7M. The largest seller was Financial Advocates Investment Management, cutting an estimated $19.2M.

  • 216 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2021, up from 201 in Q4 2020.
  • Funds reported $1.61B of State Street SPDR Portfolio TIPS ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2021 and 17 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $40.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2021 was Financial Advocates Investment Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2021.