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State Street SPDR Portfolio TIPS ETF

247 hedge funds and large institutions have $935M invested in State Street SPDR Portfolio TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

3.31% more ownership

Funds ownership: 61.68%64.99% (+3.3%)

0% more funds holding

Funds holding: 246247 (+1)

0% less capital invested

Capital invested by funds: $935M → $935M (-$488K)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 103

98% less call options, than puts

Call options by funds: $13K | Put options by funds: $540K

Holders
247
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
42
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
76
Cary Street Partners Investment Advisory
Virginia
$1.23M -$26.6K -1,063 -2%
BA
77
Bridge Advisory
California
$1.22M -$4.39M -175,533 -79%
KW
78
KWB Wealth
California
$1.22M +$359K +14,361 +43%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$1.22M -$32.3K -1,290 -3%
CAN
80
Cetera Advisor Networks
California
$1.21M +$37.1K +1,483 +3%
Northern Trust
81
Northern Trust
Illinois
$1.21M +$1.18M +47,319 New
PCA
82
Prosperity Capital Advisors
Ohio
$1.2M +$171K +6,846 +17%
EIA
83
Eldridge Investment Advisors
New Hampshire
$1.2M +$1.17M +46,768 New
OIA
84
OneDigital Investment Advisors
Kansas
$1.1M -$435K -17,392 -29%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$1.09M +$717K +28,633 +205%
PWH
86
Priebe Wealth Holdings
Minnesota
$1.05M +$1.03M +41,243 New
SEP
87
Southland Equity Partners
Missouri
$1.05M -$20.5K -819 -2%
DA
88
Detalus Advisors
Missouri
$1.02M +$26.3K +1,049 +3%
AG
89
Ascent Group
Virginia
$991K +$209K +8,343 +27%
CIAS
90
CFS Investment Advisory Services
New Jersey
$970K +$32.6K +1,303 +4%
KAS
91
Kestra Advisory Services
Texas
$947K +$131K +5,219 +16%
RCA
92
Resonant Capital Advisors
Wisconsin
$930K +$97.8K +3,909 +12%
LFAS
93
Level Four Advisory Services
Texas
$926K +$106K +4,244 +13%
AP
94
Aspect Partners
Virginia
$893K +$874K +34,934 New
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$830K -$206K -8,233 -20%
VT
96
Vise Technologies
New York
$815K -$37.1K -1,484 -4%
PA
97
PFG Advisors
Arizona
$794K +$389K +15,537 +100%
Lido Advisors
98
Lido Advisors
California
$793K +$776K +30,994 New
FGAM
99
Financial Gravity Asset Management
Texas
$769K
GKWIM
100
Gerber Kawasaki Wealth & Investment Management
California
$754K -$367K -14,658 -33%

SPIP Hedge Fund Activity: Q4 2023 in Review

247 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2023, worth a combined $935M — down 0.05% from $935M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPIP positions and 37 closed out — a net gain of 5 holders — while 62 added to existing stakes and 103 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $22.3M. The largest seller was Stadion Money Management, cutting an estimated $15.8M.

  • 247 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2023, up from 246 in Q3 2023.
  • Funds reported $935M of State Street SPDR Portfolio TIPS ETF stock for Q4 2023, down 0.05% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2023 and 37 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2023 was Great Valley Advisor Group, an estimated $22.3M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2023 was Stadion Money Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2023.