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State Street SPDR Portfolio TIPS ETF
SPIP

242 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

83% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 58

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

12% more funds holding

Funds holding: 216 → 242 (+26)

4% more capital invested

Capital invested by funds: $1.61B → $1.67B (+$61.2M)

1.39% less ownership

Funds ownership: 66.35% → 64.95% (-1.4%)

Holders
242
Holders Change
+26
Holders Change %
+12.04%
% of All Funds
4.21%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
42
Increased
106
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$79.7M
2
LPL Financial
LPL Financial
California
+$24.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.4M
4
RCS
Retirement Capital Strategies
California
+$12.4M
5
DWP
Destiny Wealth Partners
Florida
+$9.76M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$146M
2
Jane Street
Jane Street
New York
-$28.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
4
DRS
Deane Retirement Strategies
Louisiana
-$5.83M
5
V
Veritable
Delaware
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
101
Savant Capital
Illinois
$887K -$32.8K -1,063 -4%
IA
102
IFP Advisors
Florida
$883K +$864K +27,979 +6,977%
CAGAS
103
Capital Advisory Group Advisory Services
Minnesota
$876K -$14.8K -479 -2%
CS
104
Comerica Securities
Michigan
$811K +$173K +5,601 +27%
RA
105
RFG Advisory
Alabama
$803K -$27.1K -876 -3%
HH
106
Hilltop Holdings
Texas
$799K +$114K +3,686 +17%
FTA
107
Financial & Tax Architects
Missouri
$792K +$505K +16,335 +180%
EH
108
Equitable Holdings
New York
$781K +$775K +25,091 New
AF
109
Allworth Financial
California
$770K -$577K -18,667 -43%
IFG
110
Investors Financial Group
Minnesota
$753K +$747K +24,196 New
FTS
111
Fifth Third Securities
Ohio
$744K +$222K +7,198 +43%
WWM
112
Western Wealth Management
Colorado
$736K – – –
FPWM
113
FSB Premier Wealth Management
Iowa
$723K -$38.4K -1,244 -5%
AWM
114
AE Wealth Management
Kansas
$718K +$44.8K +1,450 +7%
Charles Schwab
115
Charles Schwab
California
$703K – – –
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$680K -$3.27K -106 -0.5%
FHA
117
Flagship Harbor Advisors
Massachusetts
$677K +$32.8K +1,063 +5%
SCM
118
Stonehearth Capital Management
Massachusetts
$648K -$10.8K -351 -2%
EWA
119
EP Wealth Advisors
California
$647K -$26.6K -860 -4%
EA
120
Efficient Advisors
Ohio
$645K +$8.59K +278 +1%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$640K +$9.51K +308 +2%
IA
122
IFG Advisory
Georgia
$633K -$39.9K -1,292 -6%
BRWA
123
B. Riley Wealth Advisors
Florida
$633K +$13.3K +432 +2%
OPS
124
Orion Portfolio Solutions
Nebraska
$614K +$609K +19,721 New
FNC
125
First National Corp
Massachusetts
$595K – – –
3 4
5
6 7

SPIP Hedge Fund Activity: Q2 2021 in Review

242 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2021, worth a combined $1.67B — up 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPIP positions and 12 closed out — a net gain of 30 holders — while 106 added to existing stakes and 58 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $79.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $146M.

  • 242 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2021, up from 216 in Q1 2021.
  • Funds reported $1.67B of State Street SPDR Portfolio TIPS ETF stock for Q2 2021, up 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2021 and 12 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $79.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $146M sold.

Based on aggregated 13F filings for Q2 2021.