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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $1.08B invested in SPDR Portfolio TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-26
Holders Change %
-9.59%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
21
Increased
69
Reduced
116
Closed
40
Calls
$2.76M
Puts
$1.49M
Net Calls
+$1.27M
Net Calls Change
-$2.13M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$17.3M
2
MWM
2
Merriman Wealth Management
Washington
$6.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.9M
4
BCM
4
BlueCrest Capital Management
Jersey
$3.38M
5
PFS
5
Prospera Financial Services
Texas
$12.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$109M
2
SMM
2
Stadion Money Management
Georgia
$48M
3
Bank of America
3
Bank of America
North Carolina
$66.6M
4
LPL Financial
4
LPL Financial
California
$65.9M
5
PAG
5
Private Advisor Group
New Jersey
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
VT
101
Vise Technologies
New York
$891K -$7.23K -271 -0.8%
QCIG
102
Quad-Cities Investment Group
Iowa
$883K -$3.65K -137 -0.4%
LFAS
103
Level Four Advisory Services
Texas
$805K +$805K +30,171 New
DWP
104
Destiny Wealth Partners
Florida
$803K -$598K -22,412 -43%
GIA
105
Gladstone Institutional Advisory
Florida
$781K -$801K -30,050 -51%
NL
106
Navalign LLC
California
$775K -$7.18M -269,104 -90%
PGFC
107
Peapack-Gladstone Financial Corp
New Jersey
$755K +$36.6K +1,399 +5%
GRP
108
Global Retirement Partners
California
$742K +$17.7K +670 +2%
V
109
Veritable
Delaware
$705K -$1.14M -42,850 -62%
GVAG
110
Great Valley Advisor Group
Delaware
$704K +$240K +8,999 +52%
WWM
111
Western Wealth Management
Colorado
$698K -$31.8K -1,193 -4%
NWM
112
Northwest Wealth Management
Iowa
$667K -$25.8K -967 -4%
Renaissance Technologies
113
Renaissance Technologies
New York
$667K +$285K +10,700 +75%
GAA
114
Global Assets Advisory
Florida
$631K +$631K +24,014 New
GWP
115
Gateway Wealth Partners
Wisconsin
$621K -$26K -975 -4%
LA
116
LexAurum Advisors
Kansas
$620K -$77.8K -2,916 -11%
CAGAS
117
Capital Advisory Group Advisory Services
Minnesota
$613K -$17.9K -673 -3%
IWC
118
Integrated Wealth Concepts
Massachusetts
$602K +$18.3K +685 +3%
KW
119
KWB Wealth
California
$596K -$7.81K -303 -1%
SC
120
Savant Capital
Illinois
$558K -$14.6K -546 -3%
RI
121
Ridgewood Investments
New Jersey
$548K +$81.8K +3,067 +18%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$542K -$1.47M -55,135 -73%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$529K -$2.58M -96,904 -83%
LFG
124
Larson Financial Group
Missouri
$527K +$1.25K +47 +0.2%
FNC
125
First National Corp
Massachusetts
$526K – – –
3 4
5
6 7