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State Street SPDR Portfolio TIPS ETF

247 hedge funds and large institutions have $935M invested in State Street SPDR Portfolio TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

3.31% more ownership

Funds ownership: 61.68%64.99% (+3.3%)

0% more funds holding

Funds holding: 246247 (+1)

0% less capital invested

Capital invested by funds: $935M → $935M (-$488K)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 103

98% less call options, than puts

Call options by funds: $13K | Put options by funds: $540K

Holders
247
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
42
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
101
Glen Eagle Advisors
New Jersey
$730K -$45.3K -1,811 -6%
DWP
102
Destiny Wealth Partners
Florida
$714K
HPC
103
Hobart Private Capital
North Carolina
$707K -$737K -29,437 -52%
ML
104
McAdam LLC
Pennsylvania
$705K -$518K -20,691 -43%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$703K -$1.58M -63,296 -70%
GRP
106
Global Retirement Partners
California
$694K -$150K -6,000 -18%
RJA
107
Raymond James & Associates
Florida
$674K -$1.14M -45,478 -63%
TPCW
108
TD Private Client Wealth
New York
$668K -$1.25K -50 -0.2%
WA
109
Waverly Advisors
Alabama
$662K -$7.26K -290 -1%
EH
110
Equitable Holdings
New York
$660K +$183K +7,328 +40%
Creative Planning
111
Creative Planning
Kansas
$655K -$562K -22,444 -47%
FBB
112
Fulton Breakefield Broenniman
Maryland
$650K +$153K +6,124 +32%
Mariner
113
Mariner
Kansas
$648K -$303K -12,113 -32%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$616K -$38.7K -1,546 -6%
RI
115
Ridgewood Investments
New Jersey
$612K +$34.7K +1,388 +6%
SSWM
116
Sheets Smith Wealth Management
North Carolina
$587K +$575K +22,968 New
FTS
117
Fifth Third Securities
Ohio
$579K -$1.44M -57,637 -72%
AI
118
Auour Investments
Massachusetts
$562K +$48.5K +1,938 +10%
NWM
119
Northwest Wealth Management
Iowa
$537K -$29.3K -1,171 -5%
GLA
120
Good Life Advisors
Pennsylvania
$524K -$195K -7,778 -28%
LFG
121
Larson Financial Group
Missouri
$508K -$21.4K -855 -4%
FNC
122
First National Corp
Massachusetts
$505K
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$491K
DWM
124
Drive Wealth Management
Utah
$488K -$237K -9,460 -33%
TC
125
TownSquare Capital
Utah
$486K -$87.8K -3,508 -16%

SPIP Hedge Fund Activity: Q4 2023 in Review

247 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2023, worth a combined $935M — down 0.05% from $935M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPIP positions and 37 closed out — a net gain of 5 holders — while 62 added to existing stakes and 103 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $22.3M. The largest seller was Stadion Money Management, cutting an estimated $15.8M.

  • 247 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2023, up from 246 in Q3 2023.
  • Funds reported $935M of State Street SPDR Portfolio TIPS ETF stock for Q4 2023, down 0.05% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2023 and 37 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2023 was Great Valley Advisor Group, an estimated $22.3M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2023 was Stadion Money Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2023.