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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $935M invested in SPDR Portfolio TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+9
Holders Change %
+3.81%
% of All Funds
3.91%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
68
Reduced
103
Closed
22
Calls
$241K
Puts
$60K
Net Calls
+$181K
Net Calls Change
+$298K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.7M
2
Charles Schwab
2
Charles Schwab
California
$11.6M
3
Cerity Partners
3
Cerity Partners
New York
$18.6M
4
SMM
4
Stadion Money Management
Georgia
$37.4M
5
GF
5
Gries Financial
Ohio
$2.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$52M
2
Jane Street
2
Jane Street
New York
$4.63M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
State Street
4
State Street
Massachusetts
$51.1M
5
LPL Financial
5
LPL Financial
California
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
Flagstar Advisors
New York
$2.44M +$990K +39,836 +68%
MML Investors Services
52
MML Investors Services
Massachusetts
$2.38M -$129K -5,205 -5%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$2.26M -$253K -10,168 -10%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$2.26M -$194K -7,807 -8%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$2.23M -$557K -22,423 -20%
KFGK
56
Keystone Financial Group (Kentucky)
Kentucky
$2.2M +$821K +33,039 +60%
ACG
57
Allen Capital Group
Nebraska
$2.14M -$129K -5,254 -6%
FTS
58
Fifth Third Securities
Ohio
$1.99M -$720K -28,982 -27%
GWM
59
Geneos Wealth Management
Colorado
$1.92M -$29.1K -1,173 -1%
CSB
60
City State Bank
Iowa
$1.91M -$34.8K -1,400 -2%
RJA
61
Raymond James & Associates
Florida
$1.78M +$308K +12,396 +21%
PG
62
Proffitt & Goodson
Tennessee
$1.74M +$113K +4,557 +7%
Goldman Sachs
63
Goldman Sachs
New York
$1.69M +$15.7K +631 +0.9%
SFS
64
Security Financial Services
Indiana
$1.56M +$1.56M +62,918 New
OIA
65
OneDigital Investment Advisors
Kansas
$1.5M -$298K -11,999 -17%
HPC
66
Hobart Private Capital
North Carolina
$1.42M +$1.42M +57,074 New
CA
67
Continuum Advisory
Idaho
$1.37M +$2.39K +96 +0.2%
BW
68
BIP Wealth
Georgia
$1.36M -$312K -12,557 -19%
SIA
69
SeaBridge Investment Advisors
New Jersey
$1.3M -$771K -31,024 -37%
NCM
70
Northwest Capital Management
Oregon
$1.24M -$117K -4,702 -9%
CSPIA
71
Cary Street Partners Investment Advisory
Virginia
$1.22M -$21.7K -875 -2%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$1.21M -$91.8K -3,699 -7%
ML
73
McAdam LLC
Pennsylvania
$1.2M +$179K +7,207 +18%
Creative Planning
74
Creative Planning
Kansas
$1.19M +$344K +13,846 +40%
Financial Engines Advisors
75
Financial Engines Advisors
California
$1.14M +$154K +6,188 +16%
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