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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $935M invested in 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
Holders
245
Holders Change
+9
Holders Change %
+3.81%
% of All Funds
3.91%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.7M
2
Charles Schwab
2
Charles Schwab
California
$11.6M
3
Cerity Partners
3
Cerity Partners
New York
$18.6M
4
SMM
4
Stadion Money Management
Georgia
$37.4M
5
GF
5
Gries Financial
Ohio
$2.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$52M
2
Jane Street
2
Jane Street
New York
$4.63M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
State Street
4
State Street
Massachusetts
$51.1M
5
LPL Financial
5
LPL Financial
California
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$1.14M -$46.3K -1,862 -4%
GKWIM
77
Gerber Kawasaki Wealth & Investment Management
California
$1.1M -$254K -10,222 -19%
SEP
78
Southland Equity Partners
Missouri
$1.04M -$29.8K -1,201 -3%
WAS
79
Wealth Advisory Solutions
Indiana
$1.03M -$699K -28,141 -41%
KBC
80
Key Bridge Compliance
$1.03M +$1.03M +41,335 New
LPT
81
Legacy Private Trust
Wisconsin
$1.02M +$1.02M +41,208 New
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$1.01M +$112K +4,520 +12%
PCA
83
Prosperity Capital Advisors
Ohio
$996K +$996K +40,086 New
DA
84
Detalus Advisors
Missouri
$961K +$961K +38,701 New
MCG
85
McCollum Christoferson Group
New York
$959K -$92.7K -3,730 -9%
Mariner
86
Mariner
Kansas
$930K +$930K +37,449 New
SPWM
87
Spartan Planning & Wealth Management
North Carolina
$921K +$921K +37,062 New
CIAS
88
CFS Investment Advisory Services
New Jersey
$910K +$910K +36,650 New
AWS
89
Atria Wealth Solutions
New York
$871K -$279K -11,224 -24%
KW
90
KWB Wealth
California
$859K -$4.13K -160 -0.5%
VT
91
Vise Technologies
New York
$829K -$31.2K -1,255 -4%
Prudential Financial
92
Prudential Financial
New Jersey
$825K -$46.6K -1,877 -5%
NA
93
NewEdge Advisors
Louisiana
$823K +$819K +32,957 +18,309%
GRP
94
Global Retirement Partners
California
$811K +$130K +5,299 +19%
RCA
95
Resonant Capital Advisors
Wisconsin
$807K +$36.1K +1,452 +5%
LFAS
96
Level Four Advisory Services
Texas
$795K +$45.1K +1,814 +6%
KAS
97
Kestra Advisory Services
Texas
$790K -$82.5K -3,320 -9%
FGAM
98
Financial Gravity Asset Management
Texas
$769K +$728K +4,050 +1,800%
AG
99
Ascent Group
Virginia
$758K +$115K +4,653 +18%
GEA
100
Glen Eagle Advisors
New Jersey
$754K -$80.2K -3,230 -10%
2 3
4
5 6