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State Street SPDR Portfolio TIPS ETF

263 hedge funds and large institutions have $1.91B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 19

120% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 55

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

14% more capital invested

Capital invested by funds: $1.67B → $1.91B (+$238M)

9% more funds holding

Funds holding: 242263 (+21)

2.69% less ownership

Funds ownership: 64.95%62.26% (-2.7%)

Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
4.6%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
45
Increased
121
Reduced
55
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
BlueCrest Capital Management
Jersey
$1.1M +$1.11M +35,294 New
CA
102
Cetera Advisors
Colorado
$1.1M +$197K +6,278 +22%
UWM
103
USAdvisors Wealth Management
Minnesota
$1.09M +$18.6K +592 +2%
KPWS
104
Kestra Private Wealth Services
Texas
$1.05M -$23.5K -748 -2%
AAS
105
Avantax Advisory Services
Texas
$1.05M +$567K +18,061 +116%
WAS
106
Winch Advisory Services
Wisconsin
$1.04M +$62K +1,976 +6%
IA
107
IFP Advisors
Florida
$1.02M +$140K +4,452 +16%
CIAS
108
CFS Investment Advisory Services
New Jersey
$1.02M +$1.03M +32,904 New
RIA
109
Realta Investment Advisors
Delaware
$1.02M +$7.63K +243 +0.7%
CF
110
Centaurus Financial
California
$999K +$595K +18,938 +144%
AA
111
Alesco Advisors
New York
$973K -$11K -350 -1%
BTWM
112
Baker Tilly Wealth Management
Wisconsin
$971K +$980K +31,212 New
CA
113
Calton & Associates
Florida
$918K +$928K +29,539 New
PPP
114
Private Portfolio Partners
New Jersey
$915K +$669K +21,305 +263%
CAGAS
115
Capital Advisory Group Advisory Services
Minnesota
$859K -$16.1K -514 -2%
SC
116
Savant Capital
Illinois
$856K -$29.5K -940 -3%
EH
117
Equitable Holdings
New York
$851K +$71.1K +2,263 +9%
GM
118
GeoWealth Management
Illinois
$844K -$194K -6,167 -19%
WAS
119
Wealth Advisory Solutions
Indiana
$812K +$242K +7,706 +42%
CS
120
Comerica Securities
Michigan
$807K -$2.26K -72 -0.3%
FTA
121
Financial & Tax Architects
Missouri
$795K +$4.24K +135 +0.5%
IFG
122
Investors Financial Group
Minnesota
$794K +$42.2K +1,345 +6%
FPWM
123
FSB Premier Wealth Management
Iowa
$784K +$62.7K +1,996 +9%
CAN
124
Cetera Advisor Networks
California
$784K +$257K +8,178 +48%
RA
125
RFG Advisory
Alabama
$780K -$22.2K -708 -3%

SPIP Hedge Fund Activity: Q3 2021 in Review

263 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2021, worth a combined $1.91B — up 14% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIP positions and 19 closed out — a net gain of 26 holders — while 121 added to existing stakes and 55 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $77.8M. The largest seller was JP Morgan Chase, cutting an estimated $80.6M.

  • 263 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2021, up from 242 in Q2 2021.
  • Funds reported $1.91B of State Street SPDR Portfolio TIPS ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2021 and 19 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2021 was 3EDGE Asset Management, an estimated $77.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2021 was JP Morgan Chase, an estimated $80.6M sold.

Based on aggregated 13F filings for Q3 2021.