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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 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
–
Holders Change %
0%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
41
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$23.5M
2
GP
2
Greenline Partners
New York
$11.1M
3
Cerity Partners
3
Cerity Partners
New York
$28.3M
4
LNC
4
Lincoln National Corp
Pennsylvania
$207M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.46M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$22.3M
2
Bank of America
2
Bank of America
North Carolina
$39.9M
3
LPL Financial
3
LPL Financial
California
$46.3M
4
PFS
4
Prospera Financial Services
Texas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
76
Cary Street Partners Investment Advisory
Virginia
$1.23M -$27.2K -1,063 -2%
BA
77
Bridge Advisory
California
$1.22M -$4.49M -175,533 -79%
KW
78
KWB Wealth
California
$1.22M +$367K +14,361 +43%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$1.22M -$33K -1,290 -3%
CAN
80
Cetera Advisor Networks
California
$1.21M +$37.9K +1,483 +3%
Northern Trust
81
Northern Trust
Illinois
$1.21M +$1.21M +47,319 New
PCA
82
Prosperity Capital Advisors
Ohio
$1.2M +$175K +6,846 +17%
EIA
83
Eldridge Investment Advisors
New Hampshire
$1.2M +$1.2M +46,768 New
OIA
84
OneDigital Investment Advisors
Kansas
$1.1M -$445K -17,392 -29%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$1.09M +$732K +28,633 +205%
PWH
86
Priebe Wealth Holdings
Minnesota
$1.05M +$1.05M +41,243 New
SEP
87
Southland Equity Partners
Missouri
$1.05M -$20.9K -819 -2%
DA
88
Detalus Advisors
Missouri
$1.02M +$26.8K +1,049 +3%
AG
89
Ascent Group
Virginia
$991K +$212K +8,343 +27%
CIAS
90
CFS Investment Advisory Services
New Jersey
$970K +$33.3K +1,303 +4%
KAS
91
Kestra Advisory Services
Texas
$947K +$133K +5,219 +16%
RCA
92
Resonant Capital Advisors
Wisconsin
$930K +$100K +3,909 +12%
LFAS
93
Level Four Advisory Services
Texas
$926K +$109K +4,244 +13%
AP
94
Aspect Partners
Virginia
$893K +$893K +34,934 New
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$830K -$211K -8,233 -20%
VT
96
Vise Technologies
New York
$815K -$37.9K -1,484 -4%
PA
97
PFG Advisors
Arizona
$794K +$397K +15,537 +100%
Lido Advisors
98
Lido Advisors
California
$793K +$793K +30,994 New
FGAM
99
Financial Gravity Asset Management
Texas
$769K – – –
GKWIM
100
Gerber Kawasaki Wealth & Investment Management
California
$754K -$375K -14,658 -33%
2 3
4
5 6