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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $1.08B invested in SPDR Portfolio TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-26
Holders Change %
-9.59%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
21
Increased
69
Reduced
116
Closed
40
Calls
$2.76M
Puts
$1.49M
Net Calls
+$1.27M
Net Calls Change
-$2.13M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$17.3M
2
MWM
2
Merriman Wealth Management
Washington
$6.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.9M
4
BCM
4
BlueCrest Capital Management
Jersey
$3.38M
5
PFS
5
Prospera Financial Services
Texas
$12.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$109M
2
SMM
2
Stadion Money Management
Georgia
$48M
3
Bank of America
3
Bank of America
North Carolina
$66.6M
4
LPL Financial
4
LPL Financial
California
$65.9M
5
PAG
5
Private Advisor Group
New Jersey
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
76
Tempus Wealth Planning
California
$1.35M +$98.8K +3,705 +8%
Prudential Financial
77
Prudential Financial
New Jersey
$1.34M -$980K -36,763 -42%
FA
78
Flagstar Advisors
New York
$1.33M +$74.2K +2,782 +6%
RJA
79
Raymond James & Associates
Florida
$1.27M -$400K -14,983 -24%
KBFS
80
Kohmann Bosshard Financial Services
Ohio
$1.18M -$27.6K -1,034 -2%
ML
81
McAdam LLC
Pennsylvania
$1.17M +$1.17M +43,987 New
SMF
82
Sterling Manor Financial
New York
$1.17M +$44.4K +1,665 +4%
SEP
83
Southland Equity Partners
Missouri
$1.17M -$3.84K -144 -0.3%
MCG
84
McCollum Christoferson Group
New York
$1.16M -$66.3K -2,485 -5%
SS
85
Simplicity Solutions
Minnesota
$1.12M +$369K +13,823 +49%
CAL
86
Capital Analysts LLC
Pennsylvania
$1.1M -$33.5K -1,255 -3%
KAS
87
Kestra Advisory Services
Texas
$1.05M -$2.65M -99,192 -72%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$1.04M -$553K -20,728 -35%
RCA
89
Resonant Capital Advisors
Wisconsin
$1.03M -$45.8K -1,717 -4%
TC
90
TownSquare Capital
Utah
$1.02M -$136K -5,110 -12%
MPW
91
MA Private Wealth
California
$1.02M -$287K -10,754 -22%
Financial Engines Advisors
92
Financial Engines Advisors
California
$1.02M -$691K -25,896 -40%
GEA
93
Glen Eagle Advisors
New Jersey
$1.01M -$368K -13,786 -27%
CA
94
Cetera Advisors
Colorado
$1.01M -$109K -4,084 -10%
LEFP
95
Leading Edge Financial Planning
Tennessee
$1.01M +$3.09K +116 +0.3%
Creative Planning
96
Creative Planning
Kansas
$995K -$297K -11,151 -23%
CF
97
Centaurus Financial
California
$978K -$8.96K -336 -0.9%
Nomura Asset Management
98
Nomura Asset Management
Japan
$953K +$773K +29,000 +432%
TPCW
99
TD Private Client Wealth
New York
$913K +$76.5K +2,870 +9%
SAG
100
SageView Advisory Group
California
$911K -$672K -25,185 -42%
2 3
4
5 6