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SPDR Portfolio TIPS ETF

103 hedge funds and large institutions have $795M invested in SPDR Portfolio TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+22
Holders Change %
+27.16%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
29
Increased
48
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$149K +$22.3K +800 +18%
APA
77
American Portfolios Advisors
New York
$131K
CF
78
Centaurus Financial
California
$125K +$125K +4,490 New
LM
79
Legg Mason
Maryland
$105K +$105K +3,740 New
AIS
80
Accurate Investment Solutions
Pennsylvania
$74K +$64.2K +2,306 +659%
US Bancorp
81
US Bancorp
Minnesota
$64K +$57.1K +2,034 +827%
CMBA
82
C.M. Bidwell & Associates
Hawaii
$50K +$50K +1,800 New
TCOV
83
Trust Company of Vermont
Vermont
$48K
William Blair & Company
84
William Blair & Company
Illinois
$45K +$45K +1,600 New
GRP
85
Global Retirement Partners
California
$43K
Barclays
86
Barclays
United Kingdom
$39K +$39K +1,400 New
JA
87
JOYN Advisors
Georgia
$39K +$39K +1,406 New
NSIM
88
North Star Investment Management
Illinois
$34K
ST
89
Smithfield Trust
Pennsylvania
$33K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$30K
GI
91
Gradient Investments
Minnesota
$28K -$9.17K -334 -25%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$28K
BRC
93
Bell Rock Capital
Delaware
$27K +$16K +550 +145%
SPIA
94
Steward Partners Investment Advisory
New York
$24K +$9.72K +358 +68%
MOS
95
MGO One Seven
Ohio
$13K
LFG
96
LifePlan Financial Group
Ohio
$12K +$12K +418 New
ADL
97
Asset Dedication LLC
California
$9K +$9K +304 New
IAS
98
INR Advisory Services
Pennsylvania
$9K +$9K +316 New
SWM
99
SeaCrest Wealth Management
New York
$6K +$3K +100 +100%
APP
100
Avantax Planning Partners
Iowa
$3K +$3K +106 New