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State Street SPDR Portfolio TIPS ETF

221 hedge funds and large institutions have $548M invested in State Street SPDR Portfolio TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more call options, than puts

Call options by funds: $299K | Put options by funds: $202K

6% more funds holding

Funds holding: 209221 (+12)

5.53% more ownership

Funds ownership: 58.68%64.21% (+5.5%)

3% more capital invested

Capital invested by funds: $534M → $548M (+$14.4M)

27% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 77

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
56
Reduced
77
Closed
22
Calls
$299K
Puts
$202K
Net Calls
+$97K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$776K -$1.87M -72,809 -70%
Comerica Bank
77
Comerica Bank
Texas
$760K +$592 +23 +0.1%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$726K +$99.4K +3,863 +16%
AAM
79
Advisors Asset Management
Colorado
$685K +$103K +3,997 +17%
AI
80
Auour Investments
Massachusetts
$662K +$42.6K +1,656 +7%
CWM
81
Collaborative Wealth Management
Florida
$624K -$88.9K -3,454 -12%
VT
82
Vise Technologies
New York
$575K +$247K +9,598 +73%
SSWM
83
Sheets Smith Wealth Management
North Carolina
$569K
Creative Planning
84
Creative Planning
Kansas
$566K -$70.9K -2,753 -11%
FIA
85
Foundations Investment Advisors
Arizona
$554K +$563K +21,886 New
Jane Street
86
Jane Street
New York
$554K -$1.6M -62,341 -74%
NCM
87
Northwest Capital Management
Oregon
$551K -$239K -9,296 -30%
RI
88
Ridgewood Investments
New Jersey
$531K -$85K -3,302 -14%
LFG
89
Larson Financial Group
Missouri
$527K -$7.75K -301 -1%
FNC
90
First National Corp
Massachusetts
$499K
WI
91
WBI Investments
New Jersey
$493K +$2.37K +92 +0.5%
LJAC
92
L.J. Altfest & Co
New York
$492K +$83.2K +3,231 +20%
KW
93
KWB Wealth
California
$482K -$182K -7,074 -28%
PRTG
94
Post Resch Tallon Group
New York
$482K +$490K +19,035 New
TKP
95
Tallon Kerry Patrick
$482K +$490K +19,035 New
OIA
96
OneDigital Investment Advisors
Kansas
$477K -$212K -8,252 -30%
CST
97
Charles Schwab Trust
Nevada
$467K +$262K +10,179 +123%
VBFP
98
Valtinson Bruner Financial Planning
Minnesota
$467K -$199K -7,724 -30%
KAS
99
Kestra Advisory Services
Texas
$461K -$53.1K -2,064 -10%
HighTower Advisors
100
HighTower Advisors
Illinois
$443K +$451K +17,510 New

SPIP Hedge Fund Activity: Q4 2024 in Review

221 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2024, worth a combined $548M — up 2.7% from $534M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPIP positions and 22 closed out — a net gain of 16 holders — while 56 added to existing stakes and 77 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.69M.

  • 221 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2024, up from 209 in Q3 2024.
  • Funds reported $548M of State Street SPDR Portfolio TIPS ETF stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2024 and 22 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2024 was 3EDGE Asset Management, an estimated $20.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2024 was Flow Traders U.S., an estimated $5.69M sold.

Based on aggregated 13F filings for Q4 2024.