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State Street SPDR Portfolio TIPS ETF
SPIP

221 hedge funds and large institutions have $548M invested in State Street SPDR Portfolio TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

48% more call options, than puts

Call options by funds: $299K | Put options by funds: $202K

6% more funds holding

Funds holding: 209 → 221 (+12)

5.53% more ownership

Funds ownership: 58.68% → 64.21% (+5.5%)

3% more capital invested

Capital invested by funds: $534M → $548M (+$14.4M)

27% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 77

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
56
Reduced
77
Closed
22
Calls
$299K
Puts
$202K
Net Calls
+$97K
Net Calls Change
-$371K

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$20.1M
2
Bank of America
Bank of America
North Carolina
+$12.3M
3
LPL Financial
LPL Financial
California
+$3.47M
4
FBB
Fulton Breakefield Broenniman
Maryland
+$1.41M
5
CFS
Cannon Financial Strategists
Georgia
+$1.4M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$5.69M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.39M
3
Charles Schwab
Charles Schwab
California
-$3.06M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.87M
5
Jane Street
Jane Street
New York
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$1.4M -$179K -6,956 -11%
UBS Group
52
UBS Group
Switzerland
$1.19M -$769K -29,881 -39%
BB
53
Busey Bank
Illinois
$1.19M -$92.5K -3,593 -7%
WCM
54
Wealthcare Capital Management
Virginia
$1.18M -$8.67K -337 -0.7%
GVCM
55
Global View Capital Management
Wisconsin
$1.12M +$1.14M +44,364 New
CSB
56
City State Bank
Iowa
$1.08M -$74K -2,876 -6%
Ameriprise
57
Ameriprise
Minnesota
$1.08M -$203K -7,891 -16%
IAA
58
Independent Advisor Alliance
North Carolina
$1.06M +$1.08M +41,872 New
TCFP
59
Treasure Coast Financial Planning
Florida
$1.04M -$484K -18,825 -31%
WAS
60
Wealth Advisory Solutions
Indiana
$1.02M +$19.7K +766 +2%
JCM
61
Jacobi Capital Management
Pennsylvania
$1.01M +$138K +5,364 +16%
CSP
62
Cary Street Partners
Virginia
$1.01M +$1.02M +39,816 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.01M -$96.7K -3,758 -9%
BW
64
BIP Wealth
Georgia
$1M +$87K +3,380 +9%
RCA
65
Resonant Capital Advisors
Wisconsin
$974K +$118K +4,596 +14%
GS
66
GTS Securities
New York
$973K +$989K +38,448 New
SEP
67
Southland Equity Partners
Missouri
$937K -$3.91K -152 -0.4%
LFAS
68
Level Four Advisory Services
Texas
$912K -$7.72K -300 -0.8%
AG
69
AmeriFlex Group
Nevada
$849K +$853K +33,134 New
LEFP
70
Leading Edge Financial Planning
Tennessee
$841K +$110K +4,290 +15%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$822K -$164K -6,389 -16%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$792K -$89.7K -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 +$795K +30,890 New
1 2
3
4 5

SPIP Hedge Fund Activity: Q4 2024 in Review

221 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2024, worth a combined $548M — up 2.7% from $534M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPIP positions and 22 closed out — a net gain of 16 holders — while 56 added to existing stakes and 77 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.69M.

  • 221 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2024, up from 209 in Q3 2024.
  • Funds reported $548M of State Street SPDR Portfolio TIPS ETF stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2024 and 22 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2024 was 3EDGE Asset Management, an estimated $20.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2024 was Flow Traders U.S., an estimated $5.69M sold.

Based on aggregated 13F filings for Q4 2024.