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State Street SPDR Portfolio TIPS ETF

135 hedge funds and large institutions have $1.13B invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more funds holding

Funds holding: 132135 (+3)

1.4% more ownership

Funds ownership: 140.87%142.27% (+1.4%)

1% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$7.02M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

34% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 53

Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
2.92%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
101
Cambria Investment Management
California
$84K +$82K +3,002 New
LM
102
Legg Mason
Maryland
$60K -$55 -2 -0.1%
GSWM
103
Golden State Wealth Management
California
$58K +$56.5K +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 -$91.9K -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 -$1.16M -42,588 -97%
ST
110
Smithfield Trust
Pennsylvania
$33K
GI
111
Gradient Investments
Minnesota
$28K
SWM
112
SeaCrest Wealth Management
New York
$28K
FCA
113
FinTrust Capital Advisors
South Carolina
$24K
FHA
114
Flagship Harbor Advisors
Massachusetts
$22K
Fidelity Investments
115
Fidelity Investments
Massachusetts
$22K +$21.2K +776 +38,800%
AIC
116
Ameritas Investment Company
Nebraska
$20K -$96.1K -3,520 -83%
CF
117
Centaurus Financial
California
$17.9K +$54.3K +1,988 New
SFA
118
Semmax Financial Advisors
North Carolina
$17K -$34.8K -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 +$1.37K +50 +17%
KC
123
Knuff & Co
California
$7K
NFG
124
Next Financial Group
Texas
$6K -$274K -10,042 -98%
GWMIA
125
Global Wealth Management Investment Advisory
Florida
$6K -$23.3K -852 -79%

SPIP Hedge Fund Activity: Q1 2019 in Review

135 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2019, worth a combined $1.13B — up 0.62% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPIP positions and 13 closed out — a net gain of 3 holders — while 35 added to existing stakes and 53 trimmed.

The largest buyer was State Street, adding an estimated $26.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $21.1M.

  • 135 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2019, up from 132 in Q4 2018.
  • Funds reported $1.13B of State Street SPDR Portfolio TIPS ETF stock for Q1 2019, up 0.62% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2019 and 13 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2019 was State Street, an estimated $26.4M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2019 was Charles Schwab Investment Advisory, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2019.