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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 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
–
Holders Change %
0%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
41
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$23.5M
2
GP
2
Greenline Partners
New York
$11.1M
3
Cerity Partners
3
Cerity Partners
New York
$28.3M
4
LNC
4
Lincoln National Corp
Pennsylvania
$207M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.46M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$22.3M
2
Bank of America
2
Bank of America
North Carolina
$39.9M
3
LPL Financial
3
LPL Financial
California
$46.3M
4
PFS
4
Prospera Financial Services
Texas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
51
Navalign LLC
California
$2.66M +$2.08M +81,503 +359%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$2.52M +$1.96M +76,720 +354%
Renaissance Technologies
53
Renaissance Technologies
New York
$2.46M +$2.46M +96,100 New
SWM
54
SigFig Wealth Management
California
$2.38M -$161K -6,359 -6%
ACG
55
Allen Capital Group
Nebraska
$2.27M +$50.1K +1,960 +2%
AWM
56
AE Wealth Management
Kansas
$2.22M -$2.34M -91,709 -51%
FTUS
57
Flow Traders U.S.
New York
$2.22M +$2.22M +86,915 New
KFGK
58
Keystone Financial Group (Kentucky)
Kentucky
$2.22M -$44K -1,720 -2%
Financial Engines Advisors
59
Financial Engines Advisors
California
$2.2M +$1.02M +40,045 +87%
SW
60
SMART Wealth
Nebraska
$2.12M -$1.43M -56,065 -40%
VCM
61
Verde Capital Management
Michigan
$2.11M -$1.21M -47,452 -36%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$2.07M -$252K -9,865 -11%
TFP
63
Traction Financial Partners
Wyoming
$1.98M +$1.98M +77,480 New
MML Investors Services
64
MML Investors Services
Massachusetts
$1.98M -$473K -18,488 -19%
BB
65
Busey Bank
Illinois
$1.75M +$1.75M +68,439 New
SFS
66
Security Financial Services
Indiana
$1.63M +$16.5K +644 +1%
GWM
67
Geneos Wealth Management
Colorado
$1.62M -$353K -13,812 -18%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1.52M -$782K -30,580 -34%
CSB
69
City State Bank
Iowa
$1.47M -$491K -19,220 -25%
TWP
70
Tempus Wealth Planning
California
$1.47M +$964K +37,697 +192%
CA
71
Continuum Advisory
Idaho
$1.39M -$19.9K -779 -1%
NA
72
NewEdge Advisors
Louisiana
$1.3M +$449K +17,589 +53%
NCM
73
Northwest Capital Management
Oregon
$1.28M -$3.12K -122 -0.2%
BW
74
BIP Wealth
Georgia
$1.27M -$123K -4,821 -9%
WCM
75
Wealthcare Capital Management
Virginia
$1.27M +$1.27M +49,592 New
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3
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