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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

223 hedge funds and large institutions have $623M invested in SPDR Portfolio TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-13
Holders Change %
-5.51%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
21
Increased
70
Reduced
94
Closed
31
Calls
$114K
Puts
$102K
Net Calls
+$12K
Net Calls Change
+$535K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$95.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$9.63M
3
AIA
3
Alera Investment Advisors
Illinois
$4.96M
4
GVAG
4
Great Valley Advisor Group
Delaware
$34.1M
5
NA
5
NewEdge Advisors
Louisiana
$5.27M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$865K
3
FIA
3
Foundations Investment Advisors
Arizona
$0
4
MWM
4
Mosley Wealth Management
California
$0
5
SMM
5
Stadion Money Management
Georgia
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$981K +$592K +23,299 +152%
LFAS
77
Level Four Advisory Services
Texas
$936K +$15.5K +611 +2%
BW
78
BIP Wealth
Georgia
$931K -$440K -17,305 -32%
CWM
79
Collaborative Wealth Management
Florida
$930K -$3.64M -143,280 -80%
RJA
80
Raymond James & Associates
Florida
$911K +$1.58K +62 +0.2%
Citadel Advisors
81
Citadel Advisors
Florida
$883K -$671K -26,404 -43%
RCA
82
Resonant Capital Advisors
Wisconsin
$867K -$57.6K -2,266 -6%
VBFP
83
Valtinson Bruner Financial Planning
Minnesota
$865K -$14.4M -565,916 -94%
Lido Advisors
84
Lido Advisors
California
$788K – – –
MWM
85
Modera Wealth Management
New Jersey
$786K -$9.33K -367 -1%
OIA
86
OneDigital Investment Advisors
Kansas
$780K -$23K -905 -3%
Comerica Bank
87
Comerica Bank
Texas
$760K -$50.2K -1,976 -6%
JCM
88
Jacobi Capital Management
Pennsylvania
$734K +$32.2K +1,267 +5%
SW
89
SMART Wealth
Nebraska
$729K -$108K -4,231 -13%
LEFP
90
Leading Edge Financial Planning
Tennessee
$703K +$199K +7,837 +40%
EH
91
Equitable Holdings
New York
$696K +$21K +826 +3%
NWM
92
Napa Wealth Management
California
$682K +$334K +13,138 +96%
Creative Planning
93
Creative Planning
Kansas
$681K +$39.1K +1,538 +6%
PA
94
PFG Advisors
Arizona
$676K -$7.58K -298 -1%
RI
95
Ridgewood Investments
New Jersey
$662K -$2.03K -80 -0.3%
HPC
96
Hobart Private Capital
North Carolina
$648K -$30.4K -1,195 -4%
KW
97
KWB Wealth
California
$647K -$10.8K -420 -2%
AI
98
Auour Investments
Massachusetts
$599K +$12.6K +496 +2%
WA
99
Waverly Advisors
Alabama
$598K -$5.08K -200 -0.8%
GRP
100
Global Retirement Partners
California
$591K -$82.5K -3,246 -12%
2 3
4
5 6