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State Street SPDR Portfolio TIPS ETF
SPIP

132 hedge funds and large institutions have $1.12B invested in State Street SPDR Portfolio TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

33% more capital invested

Capital invested by funds: $848M → $1.12B (+$276M)

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

13% more funds holding

Funds holding: 117 → 132 (+15)

8.41% more ownership

Funds ownership: 132.46% → 140.87% (+8.4%)

Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
2.94%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
33
Increased
46
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$288M
2
Bank of America
Bank of America
North Carolina
+$14.1M
3
RWM
Ritholtz Wealth Management
New York
+$13.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.42M
5
FTUS
Flow Traders U.S.
New York
+$6.56M

Top Sellers

1
State Street
State Street
Massachusetts
-$18.7M
2
Jane Street
Jane Street
New York
-$9.43M
3
AA
Advisory Alpha
Michigan
-$9.02M
4
LNC
Lincoln National Corp
Pennsylvania
-$8.52M
5
FWM
Focused Wealth Management
New York
-$8.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
101
Advisors Asset Management
Colorado
$90K +$36.5K +1,358 +69%
William Blair & Company
102
William Blair & Company
Illinois
$89K +$45.3K +1,686 +105%
LM
103
Legg Mason
Maryland
$58K -$24.4K -908 -30%
SFA
104
Semmax Financial Advisors
North Carolina
$51K +$50.6K +1,882 New
CMBA
105
C.M. Bidwell & Associates
Hawaii
$49K – – –
FHB
106
First Hawaiian Bank
Hawaii
$49K – – –
GRP
107
Global Retirement Partners
California
$42K – – –
W
108
WealthOne
New York
$41K +$41.1K +1,528 New
JA
109
JOYN Advisors
Georgia
$38K – – –
NSIM
110
North Star Investment Management
Illinois
$33K – – –
ST
111
Smithfield Trust
Pennsylvania
$32K – – –
GWMIA
112
Global Wealth Management Investment Advisory
Florida
$29K +$28.9K +1,076 New
GI
113
Gradient Investments
Minnesota
$27K – – –
SWM
114
SeaCrest Wealth Management
New York
$27K – – –
FCA
115
FinTrust Capital Advisors
South Carolina
$23K +$23.1K +860 New
FHA
116
Flagship Harbor Advisors
Massachusetts
$21K – – –
SMFS
117
Squar Milner Financial Services
California
$17K – – –
CFGS
118
Concourse Financial Group Securities
Alabama
$12K +$12.5K +466 New
MOS
119
MGO One Seven
Ohio
$12K +$13K +482 New
ASN
120
Advisory Services Network
Georgia
$11K +$10.5K +390 New
DWM
121
Doyle Wealth Management
Florida
$11K +$11K +410 New
FPB
122
First PREMIER Bank
South Dakota
$10K +$9.51K +354 New
ADL
123
Asset Dedication LLC
California
$9K -$1.07K -40 -11%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$1.4K +52 +21%
KC
125
Knuff & Co
California
$7K +$6.77K +252 New
2 3 4
5
6

SPIP Hedge Fund Activity: Q4 2018 in Review

132 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2018, worth a combined $1.12B — up 33% from $848M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SPIP positions and 17 closed out — a net gain of 16 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $288M. The largest seller was State Street, cutting an estimated $18.7M.

  • 132 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2018, up from 117 in Q3 2018.
  • Funds reported $1.12B of State Street SPDR Portfolio TIPS ETF stock for Q4 2018, up 33% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2018 and 17 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $288M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2018 was State Street, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2018.