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State Street SPDR Portfolio TIPS ETF

246 hedge funds and large institutions have $935M invested in State Street SPDR Portfolio TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $241K | Put options by funds: $60K

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

4% more funds holding

Funds holding: 237246 (+9)

1.95% more ownership

Funds ownership: 59.73%61.68% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8% less capital invested

Capital invested by funds: $1.02B → $935M (-$79.7M)

34% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 103

Holders
246
Holders Change
+9
Holders Change %
+3.8%
% of All Funds
3.9%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
68
Reduced
103
Closed
22
Calls
$241K
Puts
$60K
Net Calls
+$181K
Net Calls Change
+$298K
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
101
MA Private Wealth
California
$749K
IWC
102
Integrated Wealth Concepts
Massachusetts
$746K +$78.3K +3,087 +11%
MWM
103
Modera Wealth Management
New Jersey
$727K +$4.54K +179 +0.6%
DWM
104
Drive Wealth Management
Utah
$709K -$213K -8,399 -23%
GLA
105
Good Life Advisors
Pennsylvania
$702K -$525K -20,698 -42%
DWP
106
Destiny Wealth Partners
Florida
$693K -$8.12K -320 -1%
GVAG
107
Great Valley Advisor Group
Delaware
$686K -$256K -10,088 -27%
WA
108
Waverly Advisors
Alabama
$651K
TPCW
109
TD Private Client Wealth
New York
$650K -$181K -7,155 -21%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$637K -$910K -35,872 -58%
LEFP
111
Leading Edge Financial Planning
Tennessee
$636K -$283K -11,142 -30%
NL
112
Navalign LLC
California
$563K +$246K +9,693 +75%
RI
113
Ridgewood Investments
New Jersey
$560K -$1.95K -77 -0.3%
TC
114
TownSquare Capital
Utah
$559K -$22.3K -878 -4%
KBFS
115
Kohmann Bosshard Financial Services
Ohio
$554K -$423K -16,667 -43%
NWM
116
Northwest Wealth Management
Iowa
$551K -$19.4K -767 -3%
CAGAS
117
Capital Advisory Group Advisory Services
Minnesota
$551K -$21K -827 -4%
PGFC
118
Peapack-Gladstone Financial Corp
New Jersey
$545K -$95K -3,746 -15%
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$538K +$308K +12,163 +128%
LA
120
LexAurum Advisors
Kansas
$526K -$14.9K -586 -3%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$518K -$67.3K -2,652 -11%
LFG
122
Larson Financial Group
Missouri
$515K -$8.47K -334 -2%
AWM
123
Accel Wealth Management
Iowa
$507K
SAG
124
SageView Advisory Group
California
$501K -$72.6K -2,862 -12%
AI
125
Auour Investments
Massachusetts
$495K +$37.1K +1,462 +8%

SPIP Hedge Fund Activity: Q3 2023 in Review

246 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2023, worth a combined $935M — down 7.9% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SPIP positions and 22 closed out — a net gain of 11 holders — while 68 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.1M. The largest seller was Bank of America, cutting an estimated $16.1M.

  • 246 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2023, up from 237 in Q2 2023.
  • Funds reported $935M of State Street SPDR Portfolio TIPS ETF stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2023 and 22 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2023 was Morgan Stanley, an estimated $13.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2023 was Bank of America, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2023.