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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

236 hedge funds and large institutions have $1.01B invested in SPDR Portfolio TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 111 reducing their positions, and 31 closing their positions.

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
24
Increased
62
Reduced
111
Closed
31
Calls
$320K
Puts
$437K
Net Calls
-$117K
Net Calls Change
-$1.39M

Top Buyers

1
Jane Street
1
Jane Street
New York
$14.4M
2
FIA
2
Foundations Investment Advisors
Arizona
$10.1M
3
Bank of America
3
Bank of America
North Carolina
$70.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.04M
5
LNC
5
Lincoln National Corp
Pennsylvania
$204M

Top Sellers

1
State Street
1
State Street
Massachusetts
$59.1M
2
SMM
2
Stadion Money Management
Georgia
$33.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M
4
Truist Financial
4
Truist Financial
North Carolina
$4.79M
5
CSIA
5
Charles Schwab Investment Advisory
California
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
RCA
101
Resonant Capital Advisors
Wisconsin
$802K 31,022 -7,453 -19%
LFAS
102
Level Four Advisory Services
Texas
$780K 30,171 – –
MPW
103
MA Private Wealth
California
$779K 30,159 -8,017 -21%
MWM
104
Modera Wealth Management
New Jersey
$751K 29,075 +29,075 New
DWP
105
Destiny Wealth Partners
Florida
$728K 28,205 -1,885 -6%
GRP
106
Global Retirement Partners
California
$716K 27,709 -382 -1%
IWC
107
Integrated Wealth Concepts
Massachusetts
$696K 26,953 +4,386 +19%
QCIG
108
Quad-Cities Investment Group
Iowa
$696K 26,946 -6,152 -19%
V
109
Veritable
Delaware
$683K 26,440 – –
WA
110
Waverly Advisors
Alabama
$677K 26,196 +26,196 New
WWM
111
Western Wealth Management
Colorado
$676K 26,169 +5 +0%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$664K 25,697 -3,174 -11%
AG
113
Ascent Group
Virginia
$661K 25,902 +25,902 New
CCWA
114
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$607K 23,506 +3,657 +18%
TC
115
TownSquare Capital
Utah
$604K 23,389 -14,820 -39%
SAG
116
SageView Advisory Group
California
$595K 23,030 -11,130 -33%
CAGAS
117
Capital Advisory Group Advisory Services
Minnesota
$595K 23,014 +16 +0.1%
NWM
118
Northwest Wealth Management
Iowa
$593K 22,955 -2,060 -8%
RI
119
Ridgewood Investments
New Jersey
$585K 22,636 +2,104 +10%
LA
120
LexAurum Advisors
Kansas
$562K 21,768 -1,482 -6%
LFG
121
Larson Financial Group
Missouri
$545K 21,073 +1,307 +7%
AWM
122
Accel Wealth Management
Iowa
$527K 20,407 +19,115 +1,479%
FNC
123
First National Corp
Massachusetts
$510K 19,735 – –
GWP
124
Gateway Wealth Partners
Wisconsin
$508K 19,676 -3,623 -16%
SC
125
Savant Capital
Illinois
$507K 19,630 -1,275 -6%
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5
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