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State Street SPDR Portfolio TIPS ETF
SPIP

135 hedge funds and large institutions have $1.15B invested in State Street SPDR Portfolio TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

4% more funds holding

Funds holding: 130 → 135 (+5)

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0% less capital invested

Capital invested by funds: $1.15B → $1.15B (-$2.48M)

71.47% less ownership

Funds ownership: 140.52% → 69.05% (-71%)

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
24
Increased
45
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAL
Capital Analysts LLC
Pennsylvania
+$16.3M
2
State Street
State Street
Massachusetts
+$9.81M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$4.67M
4
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$3.54M
5
CFS
Cannon Financial Strategists
Georgia
+$2.75M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$17.4M
2
Jane Street
Jane Street
New York
-$10.2M
3
CIM
Cambria Investment Management
California
-$7.96M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.25M
5
AssetMark Inc
AssetMark Inc
California
-$5.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$166K +$166K +5,827 New
APA
102
American Portfolios Advisors
New York
$141K – – –
GSWM
103
Golden State Wealth Management
California
$122K +$15.8K +556 +15%
Citigroup
104
Citigroup
New York
$94K – – –
JP Morgan Chase
105
JP Morgan Chase
New York
$85K +$84.8K +2,978 New
BCMIO
106
Beacon Capital Management Inc (Ohio)
Ohio
$83K -$14.7K -516 -15%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$74K +$71.6K +2,516 +3,812%
AIC
108
Ameritas Investment Company
Nebraska
$67K +$66.9K +2,351 New
LM
109
Legg Mason
Maryland
$53K -$826 -29 -2%
GRP
110
Global Retirement Partners
California
$44K – – –
ST
111
Smithfield Trust
Pennsylvania
$34K – – –
MA
112
MCF Advisors
Kentucky
$31K – – –
Deutsche Bank
113
Deutsche Bank
Germany
$30K -$65.9K -2,314 -69%
GI
114
Gradient Investments
Minnesota
$29K – – –
CFD
115
Creative Financial Designs
Indiana
$26K +$26K +912 New
FCA
116
FinTrust Capital Advisors
South Carolina
$25K – – –
FHA
117
Flagship Harbor Advisors
Massachusetts
$22K – – –
SB
118
Strategic Blueprint
Georgia
$14K +$13.9K +488 New
EI
119
Ellevest Inc
New York
$14K +$14.1K +496 New
HR
120
Howe & Rusling
New York
$12K +$12.1K +426 New
ACA
121
Aptus Capital Advisors
Alabama
$11K +$11.4K +400 New
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$7K – – –
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$7K +$6.72K +236 New
WT
124
Whittier Trust
California
$6K +$5.98K +210 New
LFG
125
LifePlan Financial Group
Ohio
$5K – – –
2 3 4
5
6

SPIP Hedge Fund Activity: Q3 2019 in Review

135 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2019, worth a combined $1.15B — down 0.22% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SPIP positions and 18 closed out — a net gain of 6 holders — while 45 added to existing stakes and 44 trimmed.

The largest buyer was Capital Analysts LLC, adding an estimated $16.3M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $17.4M.

  • 135 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2019, up from 130 in Q2 2019.
  • Funds reported $1.15B of State Street SPDR Portfolio TIPS ETF stock for Q3 2019, down 0.22% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2019 and 18 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2019 was Capital Analysts LLC, an estimated $16.3M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2019 was Charles Schwab Investment Advisory, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2019.