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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

185 hedge funds and large institutions have $1.26B invested in SPDR Portfolio TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 14 closing their positions.

Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
35
Increased
83
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$45.5M
2
TF
2
TIAA FSB
Florida
$26.1M
3
V
3
Veritable
Delaware
$11.1M
4
LNC
4
Lincoln National Corp
Pennsylvania
$212M
5
FHC
5
First Heartland Consultants
Missouri
$8.53M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$360M
2
FEG
2
Financial Enhancement Group
Indiana
$409K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
State Street
4
State Street
Massachusetts
$125M
5
AssetMark Inc
5
AssetMark Inc
California
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
76
RFG Advisory
Alabama
$1.1M 35,594 +2,537 +8%
WWM
77
Western Wealth Management
Colorado
$996K 32,265 +19,959 +162%
SC
78
Savant Capital
Illinois
$985K 31,905 -1,534 -5%
AF
79
Advisornet Financial
Minnesota
$868K 28,130 -13,825 -33%
PAS
80
Park Avenue Securities
New York
$868K 28,113 +5,630 +25%
CAGAS
81
Capital Advisory Group Advisory Services
Minnesota
$841K 27,228 +898 +3%
FNC
82
First National Corp
Massachusetts
$823K 19,735 – –
RIA
83
Realta Investment Advisors
Delaware
$774K 25,068 +15,758 +169%
Charles Schwab
84
Charles Schwab
California
$765K 24,782 +16 +0.1%
NFG
85
Next Financial Group
Texas
$761K 24,646 +10,706 +77%
AFP
86
Ausdal Financial Partners
Iowa
$737K 23,882 +23,882 New
WAS
87
Winch Advisory Services
Wisconsin
$732K 23,700 +7,603 +47%
EWA
88
EP Wealth Advisors
California
$716K 23,178 +23,178 New
SCM
89
Stonehearth Capital Management
Massachusetts
$685K 22,177 -695 -3%
SCA
90
Sage Capital Advisors
South Dakota
$663K 21,468 +21,468 New
BRWA
91
B. Riley Wealth Advisors
Florida
$648K 21,184 +11,196 +112%
AWM
92
AE Wealth Management
Kansas
$630K 20,401 +2,235 +12%
BHWM
93
Bay Harbor Wealth Management
Maryland
$629K 20,362 -9,331 -31%
EW
94
Emerson Wealth
Michigan
$627K 20,321 – –
CI
95
Cordant Inc
Oregon
$577K 18,699 – –
WAS
96
Wealth Advisory Solutions
Indiana
$569K 18,434 +79 +0.4%
AIA
97
Arrow Investment Advisors
Maryland
$558K 18,085 -2,801 -13%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$551K 17,857 +5,115 +40%
CS
99
Comerica Securities
Michigan
$535K 17,341 +114 +0.7%
KBFS
100
Kohmann Bosshard Financial Services
Ohio
$518K 16,787 -791 -4%
2 3
4
5 6