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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

236 hedge funds and large institutions have $889M invested in SPDR Portfolio TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
19
Increased
61
Reduced
106
Closed
24
Calls
$33K
Puts
$556K
Net Calls
-$523K
Net Calls Change
+$4K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.7M
3
GVAG
Great Valley Advisor Group
Delaware
$30.5M
4
LNC
Lincoln National Corp
Pennsylvania
$214M
5
VBFP
Valtinson Bruner Financial Planning
Minnesota
$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$15.1M
2
Bank of America
Bank of America
North Carolina
$21M
3
Cerity Partners
Cerity Partners
New York
$23.1M
4
LJAC
L.J. Altfest & Co
New York
$487K
5
LPL Financial
LPL Financial
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWG
76
West Wealth Group
California
$1.14M +$1.14M +44,510 New
NCM
77
Northwest Capital Management
Oregon
$1.14M -$142K -5,524 -11%
DA
78
Detalus Advisors
Missouri
$1.13M +$113K +4,415 +11%
FBB
79
Fulton Breakefield Broenniman
Maryland
$1.12M +$464K +18,130 +71%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$1.11M -$115K -4,481 -9%
EFG
81
Ehrlich Financial Group
California
$1.06M +$1.06M +41,503 New
SEP
82
Southland Equity Partners
Missouri
$1.02M -$32.9K -1,283 -3%
AP
83
Aspect Partners
Virginia
$1.01M +$112K +4,369 +13%
WAS
84
Wealth Advisory Solutions
Indiana
$1.01M +$1.01M +39,246 New
RCA
85
Resonant Capital Advisors
Wisconsin
$932K -$51 -2 -0%
LFAS
86
Level Four Advisory Services
Texas
$926K – – –
RJA
87
Raymond James & Associates
Florida
$917K +$242K +9,434 +36%
BA
88
Bridge Advisory
California
$917K -$306K -11,945 -25%
PCA
89
Prosperity Capital Advisors
Ohio
$899K -$304K -11,855 -25%
SW
90
SMART Wealth
Nebraska
$843K -$1.28M -49,972 -60%
Comerica Bank
91
Comerica Bank
Texas
$817K +$722K +28,163 +755%
OIA
92
OneDigital Investment Advisors
Kansas
$810K -$295K -11,524 -27%
MWM
93
Modera Wealth Management
New Jersey
$802K +$802K +31,297 New
Lido Advisors
94
Lido Advisors
California
$794K – – –
JCM
95
Jacobi Capital Management
Pennsylvania
$707K +$221K +8,637 +46%
GEA
96
Glen Eagle Advisors
New Jersey
$690K -$41.2K -1,610 -6%
PA
97
PFG Advisors
Arizona
$689K -$107K -4,159 -13%
HPC
98
Hobart Private Capital
North Carolina
$684K -$24.1K -942 -3%
EH
99
Equitable Holdings
New York
$680K +$19K +741 +3%
GRP
100
Global Retirement Partners
California
$678K -$13.5K -528 -2%
2 3
4
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