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State Street SPDR Portfolio TIPS ETF
SPIP

132 hedge funds and large institutions have $1.12B invested in State Street SPDR Portfolio TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

33% more capital invested

Capital invested by funds: $848M → $1.12B (+$276M)

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

13% more funds holding

Funds holding: 117 → 132 (+15)

8.41% more ownership

Funds ownership: 132.46% → 140.87% (+8.4%)

Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
2.94%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
33
Increased
46
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$288M
2
Bank of America
Bank of America
North Carolina
+$14.1M
3
RWM
Ritholtz Wealth Management
New York
+$13.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.42M
5
FTUS
Flow Traders U.S.
New York
+$6.56M

Top Sellers

1
State Street
State Street
Massachusetts
-$18.7M
2
Jane Street
Jane Street
New York
-$9.43M
3
AA
Advisory Alpha
Michigan
-$9.02M
4
LNC
Lincoln National Corp
Pennsylvania
-$8.52M
5
FWM
Focused Wealth Management
New York
-$8.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
76
Accurate Investment Solutions
Pennsylvania
$422K +$57.2K +2,130 +16%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$378K +$144K +5,360 +62%
PAG
78
Private Advisor Group
New Jersey
$364K +$323 +12 +0.1%
TSS
79
Two Sigma Securities
New York
$363K +$362K +13,476 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$355K -$4.7M -175,040 -93%
Stifel Financial
81
Stifel Financial
Missouri
$318K +$316K +11,774 New
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$316K -$100K -3,738 -24%
GEA
83
Glen Eagle Advisors
New Jersey
$313K -$9.73K -362 -3%
NFG
84
Next Financial Group
Texas
$276K +$227K +8,442 +469%
FCB
85
First Command Bank
Texas
$270K +$21.5K +800 +9%
FCFS
86
First Command Financial Services
Texas
$270K +$21.5K +800 +9%
BCA
87
Bay Colony Advisors
Massachusetts
$259K – – –
HB
88
Homrich & Berg
Georgia
$257K – – –
IAS
89
INR Advisory Services
Pennsylvania
$233K +$143K +5,330 +160%
AWM
90
Affinity Wealth Management
Delaware
$221K +$221K +8,216 New
SPC
91
Sigma Planning Corp
Michigan
$220K – – –
SIA
92
Strategic Investment Advisors
Michigan
$216K +$215K +8,014 New
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$205K -$271K -10,082 -57%
BRC
94
Bell Rock Capital
Delaware
$194K +$19.5K +724 +11%
Citigroup
95
Citigroup
New York
$172K -$218K -8,120 -56%
APA
96
American Portfolios Advisors
New York
$140K +$17.4K +648 +14%
FWM
97
Focused Wealth Management
New York
$134K -$8.1M -301,498 -98%
MWC
98
MKD Wealth Coaches
Michigan
$125K +$124K +4,628 New
AIC
99
Ameritas Investment Company
Nebraska
$115K +$114K +4,256 New
BCMIO
100
Beacon Capital Management Inc (Ohio)
Ohio
$114K -$12.2K -454 -10%
2 3
4
5 6

SPIP Hedge Fund Activity: Q4 2018 in Review

132 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2018, worth a combined $1.12B — up 33% from $848M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SPIP positions and 17 closed out — a net gain of 16 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $288M. The largest seller was State Street, cutting an estimated $18.7M.

  • 132 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2018, up from 117 in Q3 2018.
  • Funds reported $1.12B of State Street SPDR Portfolio TIPS ETF stock for Q4 2018, up 33% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2018 and 17 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $288M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2018 was State Street, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2018.