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State Street SPDR Portfolio TIPS ETF

247 hedge funds and large institutions have $935M invested in State Street SPDR Portfolio TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

3.31% more ownership

Funds ownership: 61.68%64.99% (+3.3%)

0% more funds holding

Funds holding: 246247 (+1)

0% less capital invested

Capital invested by funds: $935M → $935M (-$488K)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 103

98% less call options, than puts

Call options by funds: $13K | Put options by funds: $540K

Holders
247
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
42
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Change in
Stake
NL
51
Navalign LLC
California
$2.66M +$2.04M +81,503 +359%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$2.52M +$1.92M +76,720 +354%
Renaissance Technologies
53
Renaissance Technologies
New York
$2.46M +$2.4M +96,100 New
SWM
54
SigFig Wealth Management
California
$2.38M -$159K -6,359 -6%
ACG
55
Allen Capital Group
Nebraska
$2.27M +$49K +1,960 +2%
AWM
56
AE Wealth Management
Kansas
$2.22M -$2.3M -91,709 -51%
FTUS
57
Flow Traders U.S.
New York
$2.22M +$2.18M +86,915 New
KFGK
58
Keystone Financial Group (Kentucky)
Kentucky
$2.22M -$43K -1,720 -2%
Financial Engines Advisors
59
Financial Engines Advisors
California
$2.2M +$1M +40,045 +87%
SW
60
SMART Wealth
Nebraska
$2.12M -$1.4M -56,065 -40%
VCM
61
Verde Capital Management
Michigan
$2.11M -$1.19M -47,452 -36%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$2.07M -$247K -9,865 -11%
TFP
63
Traction Financial Partners
Wyoming
$1.98M +$1.94M +77,480 New
MML Investors Services
64
MML Investors Services
Massachusetts
$1.98M -$463K -18,488 -19%
BB
65
Busey Bank
Illinois
$1.75M +$1.71M +68,439 New
SFS
66
Security Financial Services
Indiana
$1.63M +$16.1K +644 +1%
GWM
67
Geneos Wealth Management
Colorado
$1.62M -$346K -13,812 -18%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1.52M -$765K -30,580 -34%
CSB
69
City State Bank
Iowa
$1.47M -$481K -19,220 -25%
TWP
70
Tempus Wealth Planning
California
$1.47M +$943K +37,697 +192%
CA
71
Continuum Advisory
Idaho
$1.39M -$19.5K -779 -1%
NA
72
NewEdge Advisors
Louisiana
$1.3M +$440K +17,589 +53%
NCM
73
Northwest Capital Management
Oregon
$1.28M -$3.05K -122 -0.2%
BW
74
BIP Wealth
Georgia
$1.27M -$121K -4,821 -9%
WCM
75
Wealthcare Capital Management
Virginia
$1.27M +$1.24M +49,592 New

SPIP Hedge Fund Activity: Q4 2023 in Review

247 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2023, worth a combined $935M — down 0.05% from $935M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPIP positions and 37 closed out — a net gain of 5 holders — while 62 added to existing stakes and 103 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $22.3M. The largest seller was Stadion Money Management, cutting an estimated $15.8M.

  • 247 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2023, up from 246 in Q3 2023.
  • Funds reported $935M of State Street SPDR Portfolio TIPS ETF stock for Q4 2023, down 0.05% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2023 and 37 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2023 was Great Valley Advisor Group, an estimated $22.3M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2023 was Stadion Money Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2023.