We are live on ! Find out more
SPIP icon

State Street SPDR Portfolio TIPS ETF

246 hedge funds and large institutions have $935M invested in State Street SPDR Portfolio TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $241K | Put options by funds: $60K

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

4% more funds holding

Funds holding: 237246 (+9)

1.95% more ownership

Funds ownership: 59.73%61.68% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8% less capital invested

Capital invested by funds: $1.02B → $935M (-$79.7M)

34% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 103

Holders
246
Holders Change
+9
Holders Change %
+3.8%
% of All Funds
3.9%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
68
Reduced
103
Closed
22
Calls
$241K
Puts
$60K
Net Calls
+$181K
Net Calls Change
+$298K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$1.14M -$47.2K -1,862 -4%
GKWIM
77
Gerber Kawasaki Wealth & Investment Management
California
$1.1M -$259K -10,222 -19%
SEP
78
Southland Equity Partners
Missouri
$1.04M -$30.5K -1,201 -3%
WAS
79
Wealth Advisory Solutions
Indiana
$1.03M -$714K -28,141 -41%
KBC
80
Key Bridge Compliance
$1.03M +$1.05M +41,335 New
LPT
81
Legacy Private Trust
Wisconsin
$1.02M +$1.04M +41,208 New
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$1.01M +$115K +4,520 +12%
PCA
83
Prosperity Capital Advisors
Ohio
$996K +$1.02M +40,086 New
DA
84
Detalus Advisors
Missouri
$961K +$981K +38,701 New
MCG
85
McCollum Christoferson Group
New York
$959K -$94.6K -3,730 -9%
Mariner
86
Mariner
Kansas
$930K +$950K +37,449 New
SPWM
87
Spartan Planning & Wealth Management
North Carolina
$921K +$940K +37,062 New
CIAS
88
CFS Investment Advisory Services
New Jersey
$910K +$929K +36,650 New
AWS
89
Atria Wealth Solutions
New York
$871K -$285K -11,224 -24%
KW
90
KWB Wealth
California
$859K -$4.06K -160 -0.5%
VT
91
Vise Technologies
New York
$829K -$31.8K -1,255 -4%
Prudential Financial
92
Prudential Financial
New Jersey
$825K -$47.6K -1,877 -5%
NA
93
NewEdge Advisors
Louisiana
$823K +$836K +32,957 +18,309%
GRP
94
Global Retirement Partners
California
$811K +$134K +5,299 +19%
RCA
95
Resonant Capital Advisors
Wisconsin
$807K +$36.8K +1,452 +5%
LFAS
96
Level Four Advisory Services
Texas
$795K +$46K +1,814 +6%
KAS
97
Kestra Advisory Services
Texas
$790K -$84.2K -3,320 -9%
FGAM
98
Financial Gravity Asset Management
Texas
$769K +$103K +4,050 +1,800%
AG
99
Ascent Group
Virginia
$758K +$118K +4,653 +18%
GEA
100
Glen Eagle Advisors
New Jersey
$754K -$81.9K -3,230 -10%

SPIP Hedge Fund Activity: Q3 2023 in Review

246 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2023, worth a combined $935M — down 7.9% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SPIP positions and 22 closed out — a net gain of 11 holders — while 68 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.1M. The largest seller was Bank of America, cutting an estimated $16.1M.

  • 246 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2023, up from 237 in Q2 2023.
  • Funds reported $935M of State Street SPDR Portfolio TIPS ETF stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2023 and 22 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2023 was Morgan Stanley, an estimated $13.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2023 was Bank of America, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2023.