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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

216 hedge funds and large institutions have $1.61B invested in SPDR Portfolio TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 102 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
3.8%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
32
Increased
102
Reduced
54
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$396M
2
PAG
2
Private Advisor Group
New Jersey
$40.5M
3
Jane Street
3
Jane Street
New York
$37.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36.9M
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$17.4M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$789K
2
DWP
2
Destiny Wealth Partners
Florida
$1.88M
3
GI
3
Glovista Investments
New Jersey
$4.71M
4
IF
4
Intrua Financial
Texas
$411K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
101
Charles Schwab
California
$690K -$5.14K -168 -0.7%
HH
102
Hilltop Holdings
Texas
$672K +$672K +21,988 New
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$670K -$1.49M -48,790 -69%
EWA
104
EP Wealth Advisors
California
$661K +$5.77K +189 +0.9%
AWM
105
AE Wealth Management
Kansas
$660K -$50.8K -1,663 -7%
IA
106
IFG Advisory
Georgia
$660K +$660K +21,620 New
SCM
107
Stonehearth Capital Management
Massachusetts
$647K -$16.4K -535 -2%
FHA
108
Flagship Harbor Advisors
Massachusetts
$631K -$171K -5,585 -21%
CA
109
Cetera Advisors
Colorado
$627K +$627K +20,518 New
EA
110
Efficient Advisors
Ohio
$624K -$241K -7,888 -28%
CS
111
Comerica Securities
Michigan
$624K +$92 +3 +0%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$618K +$46.6K +1,527 +8%
BRWA
113
B. Riley Wealth Advisors
Florida
$608K +$244K +7,988 +67%
FNC
114
First National Corp
Massachusetts
$603K – – –
SWP
115
Stratos Wealth Partners
Ohio
$580K +$271K +8,856 +87%
AWM
116
Avior Wealth Management
Nebraska
$577K +$282K +9,240 +96%
CI
117
Cordant Inc
Oregon
$571K – – –
EIP
118
Ellis Investment Partners
Pennsylvania
$553K +$27.8K +909 +5%
KBFS
119
Kohmann Bosshard Financial Services
Ohio
$513K -$31 -1 -0%
FTS
120
Fifth Third Securities
Ohio
$510K +$510K +16,670 New
VFA
121
Voya Financial Advisors
Connecticut
$505K -$203K -6,656 -29%
PAG
122
Pinnacle Advisory Group
Maryland
$505K +$214K +7,017 +74%
JWCA
123
J.W. Cole Advisors
Florida
$499K +$18.1K +593 +4%
CWM
124
Cornerstone Wealth Management
Missouri
$490K +$490K +16,038 New
CAAS
125
Capital Asset Advisory Services
Michigan
$487K -$2.96K -97 -0.6%
3 4
5
6 7