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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

236 hedge funds and large institutions have $889M invested in SPDR Portfolio TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
19
Increased
61
Reduced
106
Closed
24
Calls
$33K
Puts
$556K
Net Calls
-$523K
Net Calls Change
+$4K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$11.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.7M
3
GVAG
3
Great Valley Advisor Group
Delaware
$30.5M
4
LNC
4
Lincoln National Corp
Pennsylvania
$214M
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
Bank of America
2
Bank of America
North Carolina
$21M
3
Cerity Partners
3
Cerity Partners
New York
$23.1M
4
LJAC
4
L.J. Altfest & Co
New York
$487K
5
LPL Financial
5
LPL Financial
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
101
Tidemark
California
$670K +$558K +21,783 +497%
RI
102
Ridgewood Investments
New Jersey
$669K +$55.8K +2,179 +9%
DWP
103
Destiny Wealth Partners
Florida
$665K -$49.3K -1,926 -7%
KW
104
KWB Wealth
California
$658K -$562K -21,942 -46%
ML
105
McAdam LLC
Pennsylvania
$650K -$56.7K -2,214 -8%
Creative Planning
106
Creative Planning
Kansas
$647K -$9.22K -360 -1%
WA
107
Waverly Advisors
Alabama
$608K -$55.9K -2,180 -8%
CA
108
Cetera Advisors
Colorado
$594K +$594K +23,186 New
AI
109
Auour Investments
Massachusetts
$591K +$27.2K +1,062 +5%
KAS
110
Kestra Advisory Services
Texas
$589K -$360K -14,041 -38%
SSWM
111
Sheets Smith Wealth Management
North Carolina
$581K -$7.3K -285 -1%
NL
112
Navalign LLC
California
$549K -$2.12M -82,752 -79%
GKWIM
113
Gerber Kawasaki Wealth & Investment Management
California
$547K -$208K -8,131 -28%
VT
114
Vise Technologies
New York
$544K -$273K -10,674 -33%
WI
115
WBI Investments
New Jersey
$541K +$541K +21,108 New
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$540K -$77.3K -3,016 -13%
GLA
117
Good Life Advisors
Pennsylvania
$528K +$2.84K +111 +0.5%
LEFP
118
Leading Edge Financial Planning
Tennessee
$508K +$26.9K +1,050 +6%
FNC
119
First National Corp
Massachusetts
$505K – – –
NWM
120
Northwest Wealth Management
Iowa
$504K -$34K -1,329 -6%
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$492K – – –
LFG
122
Larson Financial Group
Missouri
$489K -$20.2K -789 -4%
LJAC
123
L.J. Altfest & Co
New York
$487K -$4.9M -191,150 -91%
SC
124
Savant Capital
Illinois
$429K -$14.8K -578 -3%
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$425K -$32K -1,248 -7%
3 4
5
6 7