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State Street SPDR Portfolio TIPS ETF

324 hedge funds and large institutions have $2.37B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 132 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 20

113% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 62

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

24% more capital invested

Capital invested by funds: $1.91B → $2.37B (+$463M)

23% more funds holding

Funds holding: 263324 (+61)

2.02% more ownership

Funds ownership: 62.26%64.29% (+2%)

Holders
324
Holders Change
+61
Holders Change %
+23.19%
% of All Funds
4.99%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.32%
New
85
Increased
132
Reduced
62
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
76
ERn Financial LLC
Wisconsin
$4.25M +$24.2K +769 +0.6%
AWA
77
Aquire Wealth Advisors
Utah
$3.98M +$3.97M +126,513 New
CWM
78
Cornerstone Wealth Management
Missouri
$3.54M +$366K +11,662 +12%
SWM
79
SigFig Wealth Management
California
$3.48M +$90.3K +2,876 +3%
Jane Street
80
Jane Street
New York
$3.37M +$2.63M +83,880 +361%
EWMCB
81
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.34M +$1.85M +59,043 +125%
DHFB
82
Dixon Hubard Feinour & Brown
Virginia
$3.33M +$380K +12,081 +13%
ES
83
Eagle Strategies
New York
$3.32M +$3.31M +105,264 New
SFS
84
Security Financial Services
Indiana
$3.28M +$3.27M +104,046 New
CWM
85
Collaborative Wealth Management
Florida
$3.2M +$3.19M +101,632 New
LFG
86
Larson Financial Group
Missouri
$3.15M +$80.7K +2,568 +3%
QCIG
87
Quad-Cities Investment Group
Iowa
$3.03M +$71.4K +2,274 +2%
GVAG
88
Great Valley Advisor Group
Delaware
$2.95M +$2.95M +93,788 New
MWM
89
McNaughton Wealth Management
California
$2.95M +$174K +5,553 +6%
BCM
90
BlueCrest Capital Management
Jersey
$2.92M +$1.8M +57,403 +163%
APW
91
Aurora Private Wealth
New Jersey
$2.88M +$2.87M +91,330 New
RFA
92
Reilly Financial Advisors
California
$2.85M +$228K +7,268 +9%
FTS
93
Fifth Third Securities
Ohio
$2.75M -$246K -7,818 -8%
IA
94
Insight Advisors
Pennsylvania
$2.59M +$4.84K +154 +0.2%
IA
95
IFP Advisors
Florida
$2.48M +$1.44M +45,748 +139%
Nomura Asset Management
96
Nomura Asset Management
Japan
$2.45M +$2.44M +77,719 New
PFM
97
Phillips Financial Management
Indiana
$2.42M +$9.83K +313 +0.4%
COF
98
Capital One Financial
Virginia
$2.41M +$122K +3,890 +5%
CA
99
Continuum Advisory
Idaho
$2.4M +$194K +6,172 +9%
Prudential Financial
100
Prudential Financial
New Jersey
$2.4M +$322K +10,242 +16%

SPIP Hedge Fund Activity: Q4 2021 in Review

324 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2021, worth a combined $2.37B — up 24% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SPIP positions and 20 closed out — a net gain of 65 holders — while 132 added to existing stakes and 62 trimmed.

The largest buyer was 3EDGE Asset Management, adding an estimated $98.7M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $21M.

  • 324 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2021, up from 263 in Q3 2021.
  • Funds reported $2.37B of State Street SPDR Portfolio TIPS ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 85 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2021 and 20 closed out, a net change of +65 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2021 was 3EDGE Asset Management, an estimated $98.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $21M sold.

Based on aggregated 13F filings for Q4 2021.