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State Street SPDR Portfolio TIPS ETF
SPIP

286 hedge funds and large institutions have $1.86B invested in State Street SPDR Portfolio TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 115 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $625K | Put options by funds: $270K

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

1.94% less ownership

Funds ownership: 67.64% → 65.7% (-1.9%)

3% less funds holding

Funds holding: 294 → 286 (-8)

11% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 44

16% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 115

22% less capital invested

Capital invested by funds: $2.4B → $1.86B (-$540M)

Holders
286
Holders Change
-8
Holders Change %
-2.72%
% of All Funds
4.82%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.3%
New
39
Increased
97
Reduced
115
Closed
44
Calls
$625K
Puts
$270K
Net Calls
+$355K
Net Calls Change
-$99K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$22.6M
2
GC
Gratus Capital
Georgia
+$13.8M
3
UIA
UBP Investment Advisors
Switzerland
+$13.5M
4
Cerity Partners
Cerity Partners
New York
+$6.37M
5
BA
Bridge Advisory
California
+$4.16M

Top Sellers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
-$75.5M
2
CSIA
Charles Schwab Investment Advisory
California
-$60.5M
3
LPL Financial
LPL Financial
California
-$58M
4
Jane Street
Jane Street
New York
-$27M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$24.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
McNaughton Wealth Management
California
$2.72M +$36K +1,252 +1%
CSPIA
77
Cary Street Partners Investment Advisory
Virginia
$2.6M +$2.78M +96,615 New
LFG
78
Larson Financial Group
Missouri
$2.56M -$18.2K -635 -0.7%
QCIG
79
Quad-Cities Investment Group
Iowa
$2.5M -$467K -16,242 -15%
IA
80
Insight Advisors
Pennsylvania
$2.45M +$176K +6,130 +8%
ACG
81
Allen Capital Group
Nebraska
$2.32M +$2.42M +84,220 New
SFS
82
Security Financial Services
Indiana
$2.23M +$651K +22,666 +39%
MPW
83
MA Private Wealth
California
$2.22M +$2.31M +80,352 New
AWS
84
Atria Wealth Solutions
New York
$2.19M +$1.24M +43,330 +120%
NCM
85
Northwest Capital Management
Oregon
$2.16M +$696K +24,232 +45%
KFGK
86
Keystone Financial Group (Kentucky)
Kentucky
$2.14M +$157K +5,466 +8%
PFM
87
Phillips Financial Management
Indiana
$2.14M +$7.33K +255 +0.3%
FTA
88
Financial & Tax Architects
Missouri
$2.13M +$2.23M +77,527 New
SCA
89
Spearhead Capital Advisors
Florida
$2.09M – – –
TWP
90
Tempus Wealth Planning
California
$2.08M -$2.73M -94,871 -56%
EWMCB
91
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.03M -$1.35M -46,989 -39%
IA
92
IFP Advisors
Florida
$1.98M – – –
WAS
93
Wealth Advisory Solutions
Indiana
$1.89M +$967K +33,676 +97%
CA
94
Continuum Advisory
Idaho
$1.88M +$29.3K +1,019 +2%
Citadel Advisors
95
Citadel Advisors
Florida
$1.87M -$18.1M -631,452 -90%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$1.86M -$5.88M -204,700 -75%
FTS
97
Fifth Third Securities
Ohio
$1.86M +$1.94M +67,489 New
Creative Planning
98
Creative Planning
Kansas
$1.83M -$1.14M -39,719 -37%
CG
99
Colony Group
Massachusetts
$1.82M +$1.9M +66,106 New
First Trust Advisors
100
First Trust Advisors
Illinois
$1.81M -$60.3K -2,099 -3%
2 3
4
5 6

SPIP Hedge Fund Activity: Q2 2022 in Review

286 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2022, worth a combined $1.86B — down 22% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of SPIP and 39 opened new positions — a net loss of 5 holders — while 115 trimmed existing stakes and 97 added.

The largest buyer was Goldman Sachs, adding an estimated $22.6M. The largest seller was 3EDGE Asset Management, cutting an estimated $75.5M.

  • 286 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2022, down from 294 in Q1 2022.
  • Funds reported $1.86B of State Street SPDR Portfolio TIPS ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2022 and 44 closed out, a net change of -5 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2022 was Goldman Sachs, an estimated $22.6M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2022 was 3EDGE Asset Management, an estimated $75.5M sold.

Based on aggregated 13F filings for Q2 2022.