We are live on ! Find out more
SPIP icon

State Street SPDR Portfolio TIPS ETF

263 hedge funds and large institutions have $1.91B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 19

120% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 55

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

14% more capital invested

Capital invested by funds: $1.67B → $1.91B (+$238M)

9% more funds holding

Funds holding: 242263 (+21)

2.69% less ownership

Funds ownership: 64.95%62.26% (-2.7%)

Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
4.6%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
45
Increased
121
Reduced
55
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
51
Blueprint Investment Partners
North Carolina
$5.18M -$700K -22,306 -12%
SS
52
Simplicity Solutions
Minnesota
$4.93M +$2.27M +72,380 +84%
ACP
53
Aveo Capital Partners
Colorado
$4.78M +$4.41M +140,363 +1,063%
5L
54
55I LLC
Massachusetts
$4.43M +$4.48M +142,573 New
AWM
55
AE Wealth Management
Kansas
$4.41M +$3.72M +118,587 +514%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$4.27M -$809K -25,766 -16%
EFL
57
ERn Financial LLC
Wisconsin
$4.17M +$238K +7,571 +6%
Goldman Sachs
58
Goldman Sachs
New York
$4.17M
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$4.12M +$4.16M +132,549 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$4.03M +$406K +12,933 +11%
WCA
61
Westover Capital Advisors
Delaware
$3.98M +$57.9K +1,844 +1%
SWM
62
SigFig Wealth Management
California
$3.55M +$405K +12,913 +13%
Truist Financial
63
Truist Financial
North Carolina
$3.27M +$458K +14,584 +16%
SWP
64
Stratos Wealth Partners
Ohio
$3.14M +$1.17M +37,402 +59%
CWM
65
Cornerstone Wealth Management
Missouri
$3.13M +$179K +5,694 +6%
LFG
66
Larson Financial Group
Missouri
$3.03M -$15.2K -483 -0.5%
FTS
67
Fifth Third Securities
Ohio
$2.96M +$2.23M +71,148 +298%
CST
68
Charles Schwab Trust
Nevada
$2.94M -$194K -6,190 -6%
QCIG
69
Quad-Cities Investment Group
Iowa
$2.92M +$330K +10,515 +13%
DHFB
70
Dixon Hubard Feinour & Brown
Virginia
$2.91M +$180K +5,729 +7%
MWM
71
McNaughton Wealth Management
California
$2.81M +$139K +4,411 +5%
RFA
72
Reilly Financial Advisors
California
$2.58M +$2.6M +82,944 +70,292%
IA
73
Insight Advisors
Pennsylvania
$2.58M +$102K +3,262 +4%
LPT
74
Legacy Private Trust
Wisconsin
$2.5M +$719K +22,884 +40%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$2.49M +$2.52M +80,144 New

SPIP Hedge Fund Activity: Q3 2021 in Review

263 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2021, worth a combined $1.91B — up 14% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIP positions and 19 closed out — a net gain of 26 holders — while 121 added to existing stakes and 55 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $77.8M. The largest seller was JP Morgan Chase, cutting an estimated $80.6M.

  • 263 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2021, up from 242 in Q2 2021.
  • Funds reported $1.91B of State Street SPDR Portfolio TIPS ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2021 and 19 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2021 was 3EDGE Asset Management, an estimated $77.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2021 was JP Morgan Chase, an estimated $80.6M sold.

Based on aggregated 13F filings for Q3 2021.