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State Street SPDR Portfolio TIPS ETF
SPIP

242 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

83% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 58

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

12% more funds holding

Funds holding: 216 → 242 (+26)

4% more capital invested

Capital invested by funds: $1.61B → $1.67B (+$61.2M)

1.39% less ownership

Funds ownership: 66.35% → 64.95% (-1.4%)

Holders
242
Holders Change
+26
Holders Change %
+12.04%
% of All Funds
4.21%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
42
Increased
106
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$79.7M
2
LPL Financial
LPL Financial
California
+$24.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.4M
4
RCS
Retirement Capital Strategies
California
+$12.4M
5
DWP
Destiny Wealth Partners
Florida
+$9.76M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$146M
2
Jane Street
Jane Street
New York
-$28.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
4
DRS
Deane Retirement Strategies
Louisiana
-$5.83M
5
V
Veritable
Delaware
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
COF
76
Capital One Financial
Virginia
$1.87M +$1.11M +36,004 +150%
LPT
77
Legacy Private Trust
Wisconsin
$1.79M -$199K -6,448 -10%
NWM
78
Northwest Wealth Management
Iowa
$1.68M -$605K -19,582 -27%
MCG
79
McCollum Christoferson Group
New York
$1.66M +$37.1K +1,200 +2%
CA
80
Continuum Advisory
Idaho
$1.65M +$188K +6,073 +13%
TA
81
Tectonic Advisors
Texas
$1.65M – – –
Barclays
82
Barclays
United Kingdom
$1.64M +$1.6M +51,748 +6,117%
NCG
83
Newport Capital Group
New Jersey
$1.57M – – –
Prudential Financial
84
Prudential Financial
New Jersey
$1.49M +$736K +23,824 +99%
SFFS
85
Stonehage Fleming Financial Services
Jersey
$1.47M – – –
PAS
86
Park Avenue Securities
New York
$1.46M +$204K +6,618 +16%
VCM
87
Verde Capital Management
Michigan
$1.46M +$14.9K +481 +1%
SEP
88
Southland Equity Partners
Missouri
$1.34M +$388K +12,572 +41%
TSS
89
Two Sigma Securities
New York
$1.17M +$1.16M +37,624 New
NFG
90
Next Financial Group
Texas
$1.17M +$220K +7,137 +23%
UWM
91
USAdvisors Wealth Management
Minnesota
$1.07M +$267K +8,635 +33%
KPWS
92
Kestra Private Wealth Services
Texas
$1.07M -$7.23K -234 -0.7%
GEA
93
Glen Eagle Advisors
New Jersey
$1.07M +$297K +9,612 +39%
GM
94
GeoWealth Management
Illinois
$1.04M +$119K +3,869 +13%
RIA
95
Realta Investment Advisors
Delaware
$1.01M +$85.1K +2,756 +9%
CAM
96
Covenant Asset Management
New Jersey
$1M +$994K +32,185 New
OIA
97
OneDigital Investment Advisors
Kansas
$995K +$220K +7,125 +29%
AA
98
Alesco Advisors
New York
$985K – – –
WAS
99
Winch Advisory Services
Wisconsin
$982K +$97.6K +3,159 +11%
CA
100
Cetera Advisors
Colorado
$902K +$261K +8,435 +41%
2 3
4
5 6

SPIP Hedge Fund Activity: Q2 2021 in Review

242 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2021, worth a combined $1.67B — up 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPIP positions and 12 closed out — a net gain of 30 holders — while 106 added to existing stakes and 58 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $79.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $146M.

  • 242 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2021, up from 216 in Q1 2021.
  • Funds reported $1.67B of State Street SPDR Portfolio TIPS ETF stock for Q2 2021, up 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2021 and 12 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $79.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $146M sold.

Based on aggregated 13F filings for Q2 2021.