SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

167 hedge funds and large institutions have $1.18B invested in SPDR Portfolio TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 19 closing their positions.

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
3.43%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.21%
New
25
Increased
57
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LNC
1
Lincoln National Corp
Pennsylvania
$197M
2
LPL Financial
2
LPL Financial
California
$23.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18M
4
GI
4
Glovista Investments
New Jersey
$7.03M
5
PAG
5
Private Advisor Group
New Jersey
$8.04M

Top Sellers

1
State Street
1
State Street
Massachusetts
$130M
2
NC
2
NewSquare Capital
Pennsylvania
$94K
3
CSIA
3
Charles Schwab Investment Advisory
California
$376M
4
FEG
4
Financial Enhancement Group
Indiana
$18.5M
5
Bank of America
5
Bank of America
North Carolina
$22.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
76
EP Wealth Advisors
California
– – -31,144 Closed
SCM
77
Stonehearth Capital Management
Massachusetts
$700K 22,872 +1,063 +5%
PAS
78
Park Avenue Securities
New York
$678K 22,483 +2,576 +13%
ACM
79
AlphaStar Capital Management
North Carolina
$675K 22,229 -88,551 -80%
AIA
80
Arrow Investment Advisors
Maryland
$630K 20,886 +20,886 New
EW
81
Emerson Wealth
Michigan
$612K 20,321 -461 -2%
FNC
82
First National Corp
Massachusetts
$595K 19,735 – –
Stifel Financial
83
Stifel Financial
Missouri
$586K 19,432 +19,432 New
CAM
84
Concorde Asset Management
Michigan
$568K 18,840 -2,044 -10%
CI
85
Cordant Inc
Oregon
$564K 18,699 – –
WAS
86
Wealth Advisory Solutions
Indiana
$553K 18,355 -51 -0.3%
AWM
87
AE Wealth Management
Kansas
$548K 18,166 -273 -1%
KBFS
88
Kohmann Bosshard Financial Services
Ohio
$530K 17,578 -2,309 -12%
CS
89
Comerica Securities
Michigan
$519K 17,227 +17,227 New
WAS
90
Winch Advisory Services
Wisconsin
$485K 16,097 +108 +0.7%
V
91
Veritable
Delaware
$482K 16,000 – –
CAAS
92
Capital Asset Advisory Services
Michigan
$472K 15,312 +1,046 +7%
Renaissance Technologies
93
Renaissance Technologies
New York
$464K 15,400 +15,400 New
LWP
94
Legacy Wealth Partners
California
$436K 14,474 -774 -5%
NFG
95
Next Financial Group
Texas
$420K 13,940 -3,138 -18%
TFS
96
Thoroughbred Financial Services
Tennessee
$415K 13,770 +93 +0.7%
GEA
97
Glen Eagle Advisors
New Jersey
$412K 13,679 -485 -3%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$411K 13,211 – –
BFA
99
Beacon Financial Advisory
Ohio
$394K 13,081 -2,637 -17%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$384K 12,742 +12,374 +3,363%
2 3
4
5 6