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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

165 hedge funds and large institutions have $1.24B invested in SPDR Portfolio TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
165
Holders Change
+30
Holders Change %
+22.22%
% of All Funds
3.26%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
40
Increased
64
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$69.6M
2
FEG
2
Financial Enhancement Group
Indiana
$25.4M
3
Bank of America
3
Bank of America
North Carolina
$39.3M
4
LNC
4
Lincoln National Corp
Pennsylvania
$210M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$10.1M

Top Sellers

1
State Street
1
State Street
Massachusetts
$265M
2
UBS AM
2
UBS AM
Illinois
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$298M
4
Citadel Advisors
4
Citadel Advisors
Florida
$601K
5
BIAS
5
Beacon Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
101
Strategic Investment Advisors
Michigan
$299K +$35.5K +1,244 +13%
HB
102
Homrich & Berg
Georgia
$273K – – –
AAM
103
Advisors Asset Management
Colorado
$270K +$15.2K +534 +6%
FCB
104
First Command Bank
Texas
$265K -$26.4K -924 -9%
FCFS
105
First Command Financial Services
Texas
$265K -$26.4K -924 -9%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$246K +$246K +8,622 New
AI
107
Atria Investments
North Carolina
$242K +$242K +8,472 New
W
108
WealthOne
New York
$240K +$240K +8,398 New
RVPG
109
Relative Value Partners Group
$236K -$1.2K -42 -0.5%
PAG
110
Private Advisor Group
New Jersey
$229K -$152K -5,329 -40%
ACA
111
Aptus Capital Advisors
Alabama
$227K +$216K +7,570 +1,893%
SFS
112
Sowell Financial Services
Arkansas
$220K +$53.3K +1,862 +32%
BRC
113
Bell Rock Capital
Delaware
$211K -$69.4K -2,422 -25%
AWM
114
Affinity Wealth Management
Delaware
$208K -$22.1K -775 -10%
CAN
115
Cetera Advisor Networks
California
$203K +$142 +5 +0.1%
BWM
116
Benchmark Wealth Management
Connecticut
$202K +$202K +7,088 New
Creative Planning
117
Creative Planning
Kansas
$200K +$200K +7,017 New
NFG
118
Next Financial Group
Texas
$185K -$51.1K -1,789 -22%
SAM
119
S.A. Mason
Michigan
$150K +$150K +5,240 New
APA
120
American Portfolios Advisors
New York
$141K – – –
VCP
121
Verus Capital Partners
Arizona
$135K +$135K +4,743 New
IFWM
122
Institute for Wealth Management
Colorado
$111K +$111K +3,885 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$107K +$107K +3,745 New
GFPC
124
Global Financial Private Client
Florida
$106K +$106K +3,725 New
William Blair & Company
125
William Blair & Company
Illinois
$100K +$5.76K +201 +6%
3 4
5
6 7