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State Street SPDR Portfolio TIPS ETF
SPIP

201 hedge funds and large institutions have $1.39B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

78% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 50

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

11% more capital invested

Capital invested by funds: $1.26B → $1.39B (+$132M)

9% more funds holding

Funds holding: 185 → 201 (+16)

1.87% more ownership

Funds ownership: 63.1% → 64.98% (+1.9%)

Holders
201
Holders Change
+16
Holders Change %
+8.65%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
35
Increased
89
Reduced
50
Closed
16
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
+$19.8M
2
LPL Financial
LPL Financial
California
+$15.2M
3
LNC
Lincoln National Corp
Pennsylvania
+$12.5M
4
Jane Street
Jane Street
New York
+$9.78M
5
OC
Oppenheimer & Co
New York
+$7.38M

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$5.84M
2
BIP
Blueprint Investment Partners
North Carolina
-$4.81M
3
CIM
Cambria Investment Management
California
-$4.66M
4
AI
Atria Investments
North Carolina
-$4.38M
5
HR
Hayden Royal
North Carolina
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
101
First National Corp
Massachusetts
$615K – – –
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$584K +$26.5K +863 +5%
CI
103
Cordant Inc
Oregon
$583K – – –
WAS
104
Wealth Advisory Solutions
Indiana
$573K -$830 -27 -0.1%
SWA
105
Stratos Wealth Advisors
Ohio
$572K +$195K +6,345 +53%
EIP
106
Ellis Investment Partners
Pennsylvania
$536K +$529K +17,200 New
KBFS
107
Kohmann Bosshard Financial Services
Ohio
$524K +$461 +15 +0.1%
AIA
108
Arrow Investment Advisors
Maryland
$505K -$58.2K -1,893 -10%
CAAS
109
Capital Asset Advisory Services
Michigan
$500K +$5.29K +172 +1%
JWCA
110
J.W. Cole Advisors
Florida
$491K +$484K +15,737 New
ASN
111
Advisory Services Network
Georgia
$462K +$213K +6,923 +88%
GEA
112
Glen Eagle Advisors
New Jersey
$455K +$30.9K +1,006 +7%
JCM
113
Jacobi Capital Management
Pennsylvania
$444K +$228K +7,429 +109%
LWPC
114
Legacy Wealth Partners (California)
California
$440K -$18.7K -607 -4%
FEG
115
Financial Enhancement Group
Indiana
$435K +$21K +684 +5%
TFS
116
Thoroughbred Financial Services
Tennessee
$434K +$3.63K +118 +0.9%
APA
117
American Portfolios Advisors
New York
$433K +$78.6K +2,556 +23%
Prudential Financial
118
Prudential Financial
New Jersey
$431K +$22.5K +732 +6%
MWM
119
Midwest Wealth Management
Indiana
$418K +$412K +13,408 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$411K – – –
BHWM
121
Bay Harbor Wealth Management
Maryland
$404K -$227K -7,389 -36%
Comerica Bank
122
Comerica Bank
Texas
$384K -$18.2K -591 -5%
SIC
123
Samalin Investment Counsel
New York
$376K +$72.9K +2,371 +24%
BRWA
124
B. Riley Wealth Advisors
Florida
$372K -$285K -9,264 -44%
AAM
125
Advisors Asset Management
Colorado
$368K +$5.38K +175 +2%
3 4
5
6 7

SPIP Hedge Fund Activity: Q4 2020 in Review

201 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2020, worth a combined $1.39B — up 11% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SPIP positions and 16 closed out — a net gain of 19 holders — while 89 added to existing stakes and 50 trimmed.

The largest buyer was Financial Advocates Investment Management, opening a new position worth an estimated $19.8M. The largest seller was First Heartland Consultants, cutting an estimated $5.84M.

  • 201 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2020, up from 185 in Q3 2020.
  • Funds reported $1.39B of State Street SPDR Portfolio TIPS ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2020 and 16 closed out, a net change of +19 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2020 was Financial Advocates Investment Management, an estimated $19.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2020 was First Heartland Consultants, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2020.