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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

242 hedge funds and large institutions have $1.67B invested in 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.

Holders
242
Holders Change
+26
Holders Change %
+12.04%
% of All Funds
4.22%
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

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$80.3M
2
LPL Financial
2
LPL Financial
California
$94.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$14.5M
4
RCS
4
Retirement Capital Strategies
California
$12.5M
5
DWP
5
Destiny Wealth Partners
Florida
$11.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$257M
2
Jane Street
2
Jane Street
New York
$9.25M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
DRS
4
Deane Retirement Strategies
Louisiana
$273K
5
V
5
Veritable
Delaware
$6.44M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
51
Glovista Investments
New Jersey
$4.65M 149,300 -4,970 -3%
SAM
52
Stringer Asset Management
Tennessee
$4.52M 145,194 +31,014 +27%
Goldman Sachs
53
Goldman Sachs
New York
$4.17M 134,049 -21,818 -14%
EFL
54
ERn Financial LLC
Wisconsin
$3.94M 126,569 +10,815 +9%
WCA
55
Westover Capital Advisors
Delaware
$3.93M 126,194 +1,500 +1%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$3.63M 116,541 +5,876 +5%
VBFP
57
Valtinson Bruner Financial Planning
Minnesota
$3.23M 101,795 +3,099 +3%
KFS
58
Kelly Financial Services
Massachusetts
$3.2M 99,707 +99,707 New
SWM
59
SigFig Wealth Management
California
$3.15M 101,161 +14,331 +17%
CST
60
Charles Schwab Trust
Nevada
$3.14M 100,673 -53,179 -35%
LFG
61
Larson Financial Group
Missouri
$3.05M 97,905 +1,075 +1%
CWM
62
Cornerstone Wealth Management
Missouri
$2.95M 94,833 +78,795 +491%
Truist Financial
63
Truist Financial
North Carolina
$2.82M 90,397 +1,765 +2%
HR
64
Hayden Royal
North Carolina
$2.78M 89,338 -1,138 -1%
LFAS
65
Level Four Advisory Services
Texas
$2.75M 88,424 +30,229 +52%
DHFB
66
Dixon Hubard Feinour & Brown
Virginia
$2.73M 87,795 +87,795 New
SS
67
Simplicity Solutions
Minnesota
$2.68M 86,040 -45,588 -35%
MWM
68
McNaughton Wealth Management
California
$2.68M 85,934 +5,784 +7%
QCIG
69
Quad-Cities Investment Group
Iowa
$2.6M 83,458 +24,346 +41%
IA
70
Insight Advisors
Pennsylvania
$2.49M 78,709 +8,208 +12%
PFM
71
Phillips Financial Management
Indiana
$2.4M 77,201 +989 +1%
RWM
72
Ritholtz Wealth Management
New York
$2.25M 72,378 -220 -0.3%
FHC
73
First Heartland Consultants
Missouri
$2.22M 71,322 -7,565 -10%
SWP
74
Stratos Wealth Partners
Ohio
$1.98M 63,698 +44,714 +236%
LWP
75
Legacy Wealth Partners
California
$1.96M 62,818 +47,602 +313%
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