We are live on ! Find out more
SPIP icon

State Street SPDR Portfolio TIPS ETF
SPIP

242 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

83% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 58

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

12% more funds holding

Funds holding: 216 → 242 (+26)

4% more capital invested

Capital invested by funds: $1.61B → $1.67B (+$61.2M)

1.39% less ownership

Funds ownership: 66.35% → 64.95% (-1.4%)

Holders
242
Holders Change
+26
Holders Change %
+12.04%
% of All Funds
4.21%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
42
Increased
106
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$79.7M
2
LPL Financial
LPL Financial
California
+$24.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.4M
4
RCS
Retirement Capital Strategies
California
+$12.4M
5
DWP
Destiny Wealth Partners
Florida
+$9.76M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$146M
2
Jane Street
Jane Street
New York
-$28.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
4
DRS
Deane Retirement Strategies
Louisiana
-$5.83M
5
V
Veritable
Delaware
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
51
Glovista Investments
New Jersey
$4.65M -$154K -4,970 -3%
SAM
52
Stringer Asset Management
Tennessee
$4.52M +$958K +31,014 +27%
Goldman Sachs
53
Goldman Sachs
New York
$4.17M -$674K -21,818 -14%
EFL
54
ERn Financial LLC
Wisconsin
$3.94M +$334K +10,815 +9%
WCA
55
Westover Capital Advisors
Delaware
$3.93M +$46.3K +1,500 +1%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$3.63M +$181K +5,876 +5%
VBFP
57
Valtinson Bruner Financial Planning
Minnesota
$3.23M +$95.7K +3,099 +3%
KFS
58
Kelly Financial Services
Massachusetts
$3.2M +$3.08M +99,707 New
SWM
59
SigFig Wealth Management
California
$3.15M +$443K +14,331 +17%
CST
60
Charles Schwab Trust
Nevada
$3.13M -$1.64M -53,179 -35%
LFG
61
Larson Financial Group
Missouri
$3.05M +$33.2K +1,075 +1%
CWM
62
Cornerstone Wealth Management
Missouri
$2.95M +$2.43M +78,795 +491%
Truist Financial
63
Truist Financial
North Carolina
$2.81M +$54.5K +1,765 +2%
HR
64
Hayden Royal
North Carolina
$2.78M -$35.1K -1,138 -1%
LFAS
65
Level Four Advisory Services
Texas
$2.75M +$934K +30,229 +52%
DHFB
66
Dixon Hubard Feinour & Brown
Virginia
$2.73M +$2.71M +87,795 New
SS
67
Simplicity Solutions
Minnesota
$2.68M -$1.41M -45,588 -35%
MWM
68
McNaughton Wealth Management
California
$2.68M +$179K +5,784 +7%
QCIG
69
Quad-Cities Investment Group
Iowa
$2.6M +$752K +24,346 +41%
IA
70
Insight Advisors
Pennsylvania
$2.49M +$254K +8,208 +12%
PFM
71
Phillips Financial Management
Indiana
$2.4M +$30.5K +989 +1%
RWM
72
Ritholtz Wealth Management
New York
$2.25M -$6.79K -220 -0.3%
FHC
73
First Heartland Consultants
Missouri
$2.22M -$234K -7,565 -10%
SWP
74
Stratos Wealth Partners
Ohio
$1.98M +$1.38M +44,714 +236%
LWPC
75
Legacy Wealth Partners (California)
California
$1.96M +$1.47M +47,602 +313%
1 2
3
4 5

SPIP Hedge Fund Activity: Q2 2021 in Review

242 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2021, worth a combined $1.67B — up 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPIP positions and 12 closed out — a net gain of 30 holders — while 106 added to existing stakes and 58 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $79.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $146M.

  • 242 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2021, up from 216 in Q1 2021.
  • Funds reported $1.67B of State Street SPDR Portfolio TIPS ETF stock for Q2 2021, up 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2021 and 12 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $79.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $146M sold.

Based on aggregated 13F filings for Q2 2021.