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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

165 hedge funds and large institutions have $1.24B invested in SPDR Portfolio TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
165
Holders Change
+30
Holders Change %
+22.22%
% of All Funds
3.26%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
40
Increased
64
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$69.6M
2
FEG
2
Financial Enhancement Group
Indiana
$25.4M
3
Bank of America
3
Bank of America
North Carolina
$39.3M
4
LNC
4
Lincoln National Corp
Pennsylvania
$210M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$10.1M

Top Sellers

1
State Street
1
State Street
Massachusetts
$265M
2
UBS AM
2
UBS AM
Illinois
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$298M
4
Citadel Advisors
4
Citadel Advisors
Florida
$601K
5
BIAS
5
Beacon Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
76
First National Corp
Massachusetts
$563K – – –
BFA
77
Beaumont Financial Advisors
Massachusetts
$510K -$285K -9,975 -36%
Truist Financial
78
Truist Financial
North Carolina
$479K +$479K +16,779 New
AWM
79
AE Wealth Management
Kansas
$475K +$263K +9,218 +124%
BFA
80
Beacon Financial Advisory
Ohio
$468K +$468K +16,416 New
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$463K +$378K +13,230 +444%
LWP
82
Legacy Wealth Partners
California
$459K +$459K +15,895 New
V
83
Veritable
Delaware
$457K – – –
PAS
84
Park Avenue Securities
New York
$448K +$188K +6,594 +73%
WAS
85
Winch Advisory Services
Wisconsin
$447K -$139K -4,881 -24%
BRWA
86
B. Riley Wealth Advisors
Florida
$443K -$33.6K -1,176 -7%
CAAS
87
Capital Asset Advisory Services
Michigan
$427K +$427K +14,717 New
GEA
88
Glen Eagle Advisors
New Jersey
$419K +$121K +4,224 +40%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$411K – – –
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$400K +$75.4K +2,640 +23%
TFS
91
Thoroughbred Financial Services
Tennessee
$390K +$2.17K +76 +0.6%
CIAS
92
CBIZ Investment Advisory Services
Ohio
$361K – – –
SIC
93
Samalin Investment Counsel
New York
$359K +$359K +12,599 New
FHC
94
First Heartland Consultants
Missouri
$351K -$113K -3,955 -24%
WI
95
WrapManager Inc
California
$337K +$80K +2,805 +31%
WAS
96
Wealth Advisory Solutions
Indiana
$336K +$336K +11,786 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$334K -$20.2K -709 -6%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$333K +$122K +4,291 +58%
PAG
99
Pinnacle Advisory Group
Maryland
$314K +$27.2K +953 +9%
MHS
100
M Holdings Securities
Oregon
$310K +$310K +10,848 New
2 3
4
5 6