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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

236 hedge funds and large institutions have $889M invested in SPDR Portfolio TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
19
Increased
61
Reduced
106
Closed
24
Calls
$33K
Puts
$556K
Net Calls
-$523K
Net Calls Change
+$4K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$11.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.7M
3
GVAG
3
Great Valley Advisor Group
Delaware
$30.5M
4
LNC
4
Lincoln National Corp
Pennsylvania
$214M
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
Bank of America
2
Bank of America
North Carolina
$21M
3
Cerity Partners
3
Cerity Partners
New York
$23.1M
4
LJAC
4
L.J. Altfest & Co
New York
$487K
5
LPL Financial
5
LPL Financial
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$2.43M +$1.13M +43,929 +87%
FA
52
Flagstar Advisors
New York
$2.39M -$453K -17,670 -16%
ACG
53
Allen Capital Group
Nebraska
$2.38M +$108K +4,203 +5%
KFGK
54
Keystone Financial Group (Kentucky)
Kentucky
$2.37M +$151K +5,884 +7%
Financial Engines Advisors
55
Financial Engines Advisors
California
$2.25M +$46.8K +1,827 +2%
SWM
56
SigFig Wealth Management
California
$2.24M -$180K -6,950 -7%
VCM
57
Verde Capital Management
Michigan
$2.22M +$106K +4,125 +5%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$2.06M +$1.23M +48,018 +148%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.92M -$66.9K -2,609 -3%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.88M -$195K -7,610 -9%
SFS
61
Security Financial Services
Indiana
$1.85M +$217K +8,463 +13%
GWM
62
Geneos Wealth Management
Colorado
$1.6M -$23K -896 -1%
Citadel Advisors
63
Citadel Advisors
Florida
$1.57M -$1.8M -70,104 -53%
BB
64
Busey Bank
Illinois
$1.54M -$211K -8,246 -12%
CA
65
Continuum Advisory
Idaho
$1.5M +$131K +5,197 +10%
BW
66
BIP Wealth
Georgia
$1.38M +$104K +4,071 +8%
AG
67
Ascent Group
Virginia
$1.29M +$296K +11,546 +30%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1.29M -$228K -8,912 -15%
Northern Trust
69
Northern Trust
Illinois
$1.27M +$53K +2,070 +4%
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$1.22M -$11.1K -435 -0.9%
WCM
71
Wealthcare Capital Management
Virginia
$1.21M -$64.2K -2,506 -5%
CAN
72
Cetera Advisor Networks
California
$1.21M -$11.8K -462 -1%
EIA
73
Eldridge Investment Advisors
New Hampshire
$1.2M – – –
CSB
74
City State Bank
Iowa
$1.16M -$313K -12,225 -21%
CIAS
75
CFS Investment Advisory Services
New Jersey
$1.16M +$188K +7,347 +19%
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