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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

112 hedge funds and large institutions have $767M invested in SPDR Portfolio TIPS ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
18
Increased
48
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$8.66M
2
MWM
2
Merriman Wealth Management
Washington
$8M
3
UBS AM
3
UBS AM
Illinois
$10.3M
4
UBS Group
4
UBS Group
Switzerland
$8.65M
5
FEG
5
Financial Enhancement Group
Indiana
$26.1M

Top Sellers

1
TF
1
TIAA FSB
Florida
$10.6M
2
State Street
2
State Street
Massachusetts
$260M
3
Jane Street
3
Jane Street
New York
$11.1M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$966K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
76
Bay Colony Advisors
Massachusetts
$270K +$270K +9,726 New
HB
77
Homrich & Berg
Georgia
$265K – – –
IA
78
IFP Advisors
Florida
$251K +$46.6K +1,676 +23%
SPC
79
Sigma Planning Corp
Michigan
$227K – – –
PFS
80
Prospera Financial Services
Texas
$203K – – –
BCMIO
81
Beacon Capital Management Inc (Ohio)
Ohio
$164K -$6.06K -218 -4%
AG
82
Advisor Group
Arizona
$157K -$12.4K -448 -7%
APA
83
American Portfolios Advisors
New York
$131K – – –
LM
84
Legg Mason
Maryland
$100K -$4.65K -166 -4%
BRC
85
Bell Rock Capital
Delaware
$84K +$58.4K +2,124 +228%
US Bancorp
86
US Bancorp
Minnesota
$63K – – –
CMBA
87
C.M. Bidwell & Associates
Hawaii
$50K – – –
TCOV
88
Trust Company of Vermont
Vermont
$48K – – –
William Blair & Company
89
William Blair & Company
Illinois
$44K – – –
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$44K +$16.5K +600 +60%
GRP
91
Global Retirement Partners
California
$43K – – –
JA
92
JOYN Advisors
Georgia
$39K – – –
NSIM
93
North Star Investment Management
Illinois
$34K – – –
ST
94
Smithfield Trust
Pennsylvania
$33K – – –
SPIA
95
Steward Partners Investment Advisory
New York
$32K +$7.27K +260 +29%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
GI
97
Gradient Investments
Minnesota
$28K – – –
SWM
98
SeaCrest Wealth Management
New York
$28K +$22.4K +800 +400%
FHA
99
Flagship Harbor Advisors
Massachusetts
$22K +$22K +804 New
SMFS
100
Squar Milner Financial Services
California
$18K +$18K +640 New
1 2 3
4
5