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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $935M invested in 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
Holders
245
Holders Change
+9
Holders Change %
+3.81%
% of All Funds
3.91%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.7M
2
Charles Schwab
2
Charles Schwab
California
$11.6M
3
Cerity Partners
3
Cerity Partners
New York
$18.6M
4
SMM
4
Stadion Money Management
Georgia
$37.4M
5
GF
5
Gries Financial
Ohio
$2.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$52M
2
Jane Street
2
Jane Street
New York
$4.63M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
State Street
4
State Street
Massachusetts
$51.1M
5
LPL Financial
5
LPL Financial
California
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
101
MA Private Wealth
California
$749K – – –
IWC
102
Integrated Wealth Concepts
Massachusetts
$746K +$76.7K +3,087 +11%
MWM
103
Modera Wealth Management
New Jersey
$727K +$4.45K +179 +0.6%
DWM
104
Drive Wealth Management
Utah
$709K -$209K -8,399 -23%
GLA
105
Good Life Advisors
Pennsylvania
$702K -$514K -20,698 -42%
DWP
106
Destiny Wealth Partners
Florida
$693K -$7.95K -320 -1%
GVAG
107
Great Valley Advisor Group
Delaware
$686K -$251K -10,088 -27%
WA
108
Waverly Advisors
Alabama
$651K – – –
TPCW
109
TD Private Client Wealth
New York
$650K -$178K -7,155 -21%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$637K -$891K -35,872 -58%
LEFP
111
Leading Edge Financial Planning
Tennessee
$636K -$277K -11,142 -30%
NL
112
Navalign LLC
California
$563K +$241K +9,693 +75%
RI
113
Ridgewood Investments
New Jersey
$560K -$1.91K -77 -0.3%
TC
114
TownSquare Capital
Utah
$559K -$21.8K -878 -4%
KBFS
115
Kohmann Bosshard Financial Services
Ohio
$554K -$414K -16,667 -43%
NWM
116
Northwest Wealth Management
Iowa
$551K -$19.1K -767 -3%
CAGAS
117
Capital Advisory Group Advisory Services
Minnesota
$551K -$20.5K -827 -4%
PGFC
118
Peapack-Gladstone Financial Corp
New Jersey
$545K -$93K -3,746 -15%
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$538K +$302K +12,163 +128%
LA
120
LexAurum Advisors
Kansas
$526K -$14.6K -586 -3%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$518K -$65.9K -2,652 -11%
LFG
122
Larson Financial Group
Missouri
$515K -$8.3K -334 -2%
AWM
123
Accel Wealth Management
Iowa
$507K – – –
SAG
124
SageView Advisory Group
California
$501K -$71.1K -2,862 -12%
AI
125
Auour Investments
Massachusetts
$495K +$36K +1,462 +8%
3 4
5
6 7