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State Street SPDR Portfolio TIPS ETF
SPIP

185 hedge funds and large institutions have $1.26B invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

98% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 42

11% more funds holding

Funds holding: 167 → 185 (+18)

7% more capital invested

Capital invested by funds: $1.18B → $1.26B (+$82.5M)

2.64% less ownership

Funds ownership: 65.75% → 63.1% (-2.6%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.73%
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

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$21.1M
2
TF
TIAA FSB
Florida
+$11.3M
3
V
Veritable
Delaware
+$10.5M
4
LNC
Lincoln National Corp
Pennsylvania
+$9.65M
5
FHC
First Heartland Consultants
Missouri
+$8.49M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$24.7M
2
FEG
Financial Enhancement Group
Indiana
-$18.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.58M
4
State Street
State Street
Massachusetts
-$7.49M
5
AssetMark Inc
AssetMark Inc
California
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
76
RFG Advisory
Alabama
$1.1M +$78K +2,537 +8%
WWM
77
Western Wealth Management
Colorado
$996K +$614K +19,959 +162%
SC
78
Savant Capital
Illinois
$985K -$47.2K -1,534 -5%
AF
79
Advisornet Financial
Minnesota
$868K -$425K -13,825 -33%
PAS
80
Park Avenue Securities
New York
$868K +$173K +5,630 +25%
CAGAS
81
Capital Advisory Group Advisory Services
Minnesota
$841K +$27.6K +898 +3%
FNC
82
First National Corp
Massachusetts
$823K – – –
RIA
83
Realta Investment Advisors
Delaware
$774K +$484K +15,758 +169%
Charles Schwab
84
Charles Schwab
California
$765K +$492 +16 +0.1%
NFG
85
Next Financial Group
Texas
$761K +$329K +10,706 +77%
AFP
86
Ausdal Financial Partners
Iowa
$737K +$734K +23,882 New
WAS
87
Winch Advisory Services
Wisconsin
$732K +$234K +7,603 +47%
EWA
88
EP Wealth Advisors
California
$716K +$713K +23,178 New
SCM
89
Stonehearth Capital Management
Massachusetts
$685K -$21.4K -695 -3%
SCA
90
Sage Capital Advisors
South Dakota
$663K +$660K +21,468 New
BRWA
91
B. Riley Wealth Advisors
Florida
$648K +$344K +11,196 +112%
AWM
92
AE Wealth Management
Kansas
$630K +$68.7K +2,235 +12%
BHWM
93
Bay Harbor Wealth Management
Maryland
$629K -$287K -9,331 -31%
EW
94
Emerson Wealth
Michigan
$627K – – –
CI
95
Cordant Inc
Oregon
$577K – – –
WAS
96
Wealth Advisory Solutions
Indiana
$569K +$2.43K +79 +0.4%
AIA
97
Arrow Investment Advisors
Maryland
$558K -$86.1K -2,801 -13%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$551K +$157K +5,115 +40%
CS
99
Comerica Securities
Michigan
$535K +$3.5K +114 +0.7%
KBFS
100
Kohmann Bosshard Financial Services
Ohio
$518K -$24.3K -791 -4%
2 3
4
5 6

SPIP Hedge Fund Activity: Q3 2020 in Review

185 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2020, worth a combined $1.26B — up 7% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SPIP positions and 14 closed out — a net gain of 21 holders — while 83 added to existing stakes and 42 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.1M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $24.7M.

  • 185 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2020, up from 167 in Q2 2020.
  • Funds reported $1.26B of State Street SPDR Portfolio TIPS ETF stock for Q3 2020, up 7% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2020 and 14 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2020 was LPL Financial, an estimated $21.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2020 was Charles Schwab Investment Advisory, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2020.