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State Street SPDR Portfolio TIPS ETF
SPIP

294 hedge funds and large institutions have $2.4B invested in State Street SPDR Portfolio TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 107 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.35% more ownership

Funds ownership: 64.29% → 67.64% (+3.4%)

3% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 107

1% more capital invested

Capital invested by funds: $2.37B → $2.4B (+$29.8M)

9% less funds holding

Funds holding: 324 → 294 (-30)

24% less funds holding in top 10

Funds holding in top 10: 21 → 16 (-5)

44% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 59

Holders
294
Holders Change
-30
Holders Change %
-9.26%
% of All Funds
4.64%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
33
Increased
110
Reduced
107
Closed
59
Calls
$454K
Puts
–
Net Calls
+$454K
Net Calls Change
+$454K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$204M
2
Jane Street
Jane Street
New York
+$60.7M
3
SMM
Stadion Money Management
Georgia
+$47.6M
4
CIAS
CFS Investment Advisory Services
New Jersey
+$26.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$21.4M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$83.4M
2
CFO
Capitol Family Office
Oregon
-$30M
3
CAL
Capital Analysts LLC
Pennsylvania
-$27.9M
4
LPL Financial
LPL Financial
California
-$16.1M
5
UIA
UBP Investment Advisors
Switzerland
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
101
Covenant Asset Management
New Jersey
$1.72M – – –
IWM
102
IHT Wealth Management
Illinois
$1.72M +$44.8K +1,465 +3%
WWM
103
Western Wealth Management
Colorado
$1.7M +$822K +26,881 +92%
NCM
104
Northwest Capital Management
Oregon
$1.64M -$199K -6,500 -11%
TA
105
Tectonic Advisors
Texas
$1.6M – – –
PPP
106
Private Portfolio Partners
New Jersey
$1.6M +$256K +8,361 +19%
GCA
107
Genesee Capital Advisors
New York
$1.54M -$169K -5,530 -10%
NWM
108
Northwest Wealth Management
Iowa
$1.52M +$105K +3,441 +7%
SWM
109
Scissortail Wealth Management
Oklahoma
$1.51M +$1.65M +53,921 New
APA
110
American Portfolios Advisors
New York
$1.51M +$263K +8,598 +21%
CAL
111
Capital Analysts LLC
Pennsylvania
$1.51M -$27.9M -913,647 -95%
NCG
112
Newport Capital Group
New Jersey
$1.5M -$112K -3,666 -7%
Stifel Financial
113
Stifel Financial
Missouri
$1.47M +$1.27M +41,582 +599%
SS
114
Simplicity Solutions
Minnesota
$1.44M -$165K -5,383 -10%
SFFS
115
Stonehage Fleming Financial Services
Jersey
$1.43M – – –
SEP
116
Southland Equity Partners
Missouri
$1.42M +$53.2K +1,741 +4%
SMF
117
Sterling Manor Financial
New York
$1.32M +$200K +6,545 +18%
GWM
118
Geneos Wealth Management
Colorado
$1.32M +$360K +11,764 +37%
BIP
119
Blueprint Investment Partners
North Carolina
$1.27M -$3.91M -127,816 -75%
HH
120
Hilltop Holdings
Texas
$1.25M +$61 +2 +0%
VCM
121
Verde Capital Management
Michigan
$1.24M -$24.3K -794 -2%
WFS
122
Walker Financial Services
Kentucky
$1.14M +$1.15M +37,689 New
AA
123
Alesco Advisors
New York
$1.13M +$187K +6,100 +20%
WAS
124
Winch Advisory Services
Wisconsin
$1.12M +$18.9K +617 +2%
AWS
125
Atria Wealth Solutions
New York
$1.09M +$1.11M +36,193 New
3 4
5
6 7

SPIP Hedge Fund Activity: Q1 2022 in Review

294 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2022, worth a combined $2.4B — up 1.3% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of SPIP and 33 opened new positions — a net loss of 26 holders — while 107 trimmed existing stakes and 110 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $204M. The largest seller was AssetMark Inc, cutting an estimated $83.4M.

  • 294 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2022, down from 324 in Q4 2021.
  • Funds reported $2.4B of State Street SPDR Portfolio TIPS ETF stock for Q1 2022, up 1.3% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2022 and 59 closed out, a net change of -26 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2022 was Charles Schwab Investment Advisory, an estimated $204M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2022 was AssetMark Inc, an estimated $83.4M sold.

Based on aggregated 13F filings for Q1 2022.