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SPDR Portfolio TIPS ETF

219 hedge funds and large institutions have $548M invested in SPDR Portfolio TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
56
Reduced
77
Closed
21
Calls
$299K
Puts
$202K
Net Calls
+$97K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$1.4M -$176K -6,956 -11%
UBS Group
52
UBS Group
Switzerland
$1.19M -$756K -29,881 -39%
BB
53
Busey Bank
Illinois
$1.19M -$90.9K -3,593 -7%
WCM
54
Wealthcare Capital Management
Virginia
$1.18M -$8.53K -337 -0.7%
GVCM
55
Global View Capital Management
Wisconsin
$1.12M +$1.12M +44,364 New
CSB
56
City State Bank
Iowa
$1.08M -$72.8K -2,876 -6%
Ameriprise
57
Ameriprise
Minnesota
$1.08M -$200K -7,891 -16%
IAA
58
Independent Advisor Alliance
North Carolina
$1.06M +$1.06M +41,872 New
TCFP
59
Treasure Coast Financial Planning
Florida
$1.04M -$476K -18,825 -31%
WAS
60
Wealth Advisory Solutions
Indiana
$1.02M +$19.4K +766 +2%
JCM
61
Jacobi Capital Management
Pennsylvania
$1.01M +$136K +5,364 +16%
CSP
62
Cary Street Partners
Virginia
$1.01M +$1.01M +39,816 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.01M -$95.1K -3,758 -9%
BW
64
BIP Wealth
Georgia
$1M +$85.5K +3,380 +9%
RCA
65
Resonant Capital Advisors
Wisconsin
$974K +$116K +4,596 +14%
GS
66
GTS Securities
New York
$973K +$973K +38,448 New
SEP
67
Southland Equity Partners
Missouri
$937K -$3.85K -152 -0.4%
LFAS
68
Level Four Advisory Services
Texas
$912K -$7.59K -300 -0.8%
AG
69
AmeriFlex Group
Nevada
$849K +$849K +33,134 New
LEFP
70
Leading Edge Financial Planning
Tennessee
$841K +$109K +4,290 +15%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$822K -$162K -6,389 -16%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$792K -$88.3K -3,487 -10%
MWM
73
Modera Wealth Management
New Jersey
$786K
Lido Advisors
74
Lido Advisors
California
$784K
SWTS
75
Stonehaven Wealth & Tax Solutions
Wisconsin
$782K +$782K +30,890 New