SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

163 hedge funds and large institutions have $1.16B invested in SPDR Portfolio TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 23 closing their positions.

Holders
163
Holders Change
-2
Holders Change %
-1.21%
% of All Funds
3.6%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
24
Increased
47
Reduced
65
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$385M
2
NC
2
NewSquare Capital
Pennsylvania
$25.4M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$8.28M
4
LPL Financial
4
LPL Financial
California
$10.7M
5
CIM
5
Cambria Investment Management
California
$5.51M

Top Sellers

1
State Street
1
State Street
Massachusetts
$152M
2
AssetMark Inc
2
AssetMark Inc
California
$19.9M
3
LNC
3
Lincoln National Corp
Pennsylvania
$174M
4
Bank of America
4
Bank of America
North Carolina
$28.5M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Concorde Asset Management
Michigan
$606K -$2.32K -80 -0.4%
EW
77
Emerson Wealth
Michigan
$604K -$33.3K -1,146 -5%
VCM
78
Verde Capital Management
Michigan
$603K +$9.99K +344 +2%
Creative Planning
79
Creative Planning
Kansas
$584K +$380K +13,083 +186%
KBFS
80
Kohmann Bosshard Financial Services
Ohio
$578K -$121K -4,171 -17%
PAS
81
Park Avenue Securities
New York
$578K +$123K +4,231 +27%
CI
82
Cordant Inc
Oregon
$543K -$99.8K -3,437 -16%
AWM
83
AE Wealth Management
Kansas
$535K +$52.1K +1,797 +11%
WAS
84
Wealth Advisory Solutions
Indiana
$534K +$192K +6,620 +56%
NFG
85
Next Financial Group
Texas
$496K +$308K +10,599 +164%
Charles Schwab
86
Charles Schwab
California
$482K +$482K +16,585 New
V
87
Veritable
Delaware
$465K – – –
WAS
88
Winch Advisory Services
Wisconsin
$464K +$9.66K +333 +2%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$461K -$9.94K -342 -2%
BFA
90
Beacon Financial Advisory
Ohio
$456K -$20.3K -698 -4%
LWP
91
Legacy Wealth Partners
California
$443K -$18.8K -647 -4%
CAAS
92
Capital Asset Advisory Services
Michigan
$423K -$13.4K -451 -3%
GEA
93
Glen Eagle Advisors
New Jersey
$411K -$15.1K -520 -4%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$411K – – –
TFS
95
Thoroughbred Financial Services
Tennessee
$397K – – –
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$340K -$66.8K -2,300 -16%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$327K -$12.9K -444 -4%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$326K -$12.9K -443 -4%
SIA
99
Strategic Investment Advisors
Michigan
$324K +$19.7K +677 +6%
SIC
100
Samalin Investment Counsel
New York
$321K -$44K -1,519 -12%
2 3
4
5 6