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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

135 hedge funds and large institutions have $1.13B invested in SPDR Portfolio TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
2.93%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
16
Increased
35
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$261M
2
MWM
2
Merriman Wealth Management
Washington
$7.8M
3
LNC
3
Lincoln National Corp
Pennsylvania
$209M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$14.9M
5
WCA
5
Westover Capital Advisors
Delaware
$2.41M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$347M
2
RWM
2
Ritholtz Wealth Management
New York
$3.71M
3
Bank of America
3
Bank of America
North Carolina
$20.4M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$2.32M
5
FEG
5
Financial Enhancement Group
Indiana
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
101
Cambria Investment Management
California
$84K +$84K +3,002 New
LM
102
Legg Mason
Maryland
$60K -$57 -2 -0.1%
GSWM
103
Golden State Wealth Management
California
$58K +$58K +2,070 New
CMBA
104
C.M. Bidwell & Associates
Hawaii
$50K – – –
FHB
105
First Hawaiian Bank
Hawaii
$50K – – –
FWM
106
Focused Wealth Management
New York
$45K -$93.9K -3,364 -68%
GRP
107
Global Retirement Partners
California
$43K – – –
NSIM
108
North Star Investment Management
Illinois
$34K – – –
LPWM
109
Lake Point Wealth Management
Texas
$33K -$1.2M -42,588 -97%
ST
110
Smithfield Trust
Pennsylvania
$33K – – –
SWM
111
SeaCrest Wealth Management
New York
$28K – – –
GI
112
Gradient Investments
Minnesota
$28K – – –
FCA
113
FinTrust Capital Advisors
South Carolina
$24K – – –
FHA
114
Flagship Harbor Advisors
Massachusetts
$22K – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$22K +$21.9K +776 +38,800%
AIC
116
Ameritas Investment Company
Nebraska
$20K -$95.7K -3,520 -83%
CF
117
Centaurus Financial
California
$17.9K +$17.9K +1,988 New
SFA
118
Semmax Financial Advisors
North Carolina
$17K -$35.6K -1,274 -68%
SMFS
119
Squar Milner Financial Services
California
$17K – – –
CFGS
120
Concourse Financial Group Securities
Alabama
$12K – – –
ADL
121
Asset Dedication LLC
California
$10K – – –
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$1.45K +50 +17%
KC
123
Knuff & Co
California
$7K – – –
NFG
124
Next Financial Group
Texas
$6K -$301K -10,042 -98%
GWMIA
125
Global Wealth Management Investment Advisory
Florida
$6K -$22.8K -852 -79%
2 3 4
5
6