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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

223 hedge funds and large institutions have $623M invested in SPDR Portfolio TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-13
Holders Change %
-5.51%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
21
Increased
70
Reduced
94
Closed
31
Calls
$114K
Puts
$102K
Net Calls
+$12K
Net Calls Change
+$535K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$95.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$9.63M
3
AIA
3
Alera Investment Advisors
Illinois
$4.96M
4
GVAG
4
Great Valley Advisor Group
Delaware
$34.1M
5
NA
5
NewEdge Advisors
Louisiana
$5.27M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$865K
3
FIA
3
Foundations Investment Advisors
Arizona
$0
4
MWM
4
Mosley Wealth Management
California
$0
5
SMM
5
Stadion Money Management
Georgia
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
101
McAdam LLC
Pennsylvania
$587K -$57.5K -2,263 -9%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$580K +$326K +12,807 +128%
SSWM
103
Sheets Smith Wealth Management
North Carolina
$577K – – –
KAS
104
Kestra Advisory Services
Texas
$575K -$8.85K -348 -2%
GLA
105
Good Life Advisors
Pennsylvania
$539K +$15.5K +609 +3%
LFG
106
Larson Financial Group
Missouri
$517K +$31.6K +1,245 +7%
LJAC
107
L.J. Altfest & Co
New York
$515K +$31.7K +1,247 +7%
FNC
108
First National Corp
Massachusetts
$502K – – –
GEA
109
Glen Eagle Advisors
New Jersey
$487K -$198K -7,784 -29%
WI
110
WBI Investments
New Jersey
$475K -$61.3K -2,413 -11%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$471K -$64.5K -2,536 -12%
VT
112
Vise Technologies
New York
$459K -$80.6K -3,170 -15%
GKWIM
113
Gerber Kawasaki Wealth & Investment Management
California
$455K -$87.5K -3,442 -16%
AAM
114
Advisors Asset Management
Colorado
$425K +$59.5K +2,341 +16%
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$424K +$2.29K +90 +0.5%
NL
116
Navalign LLC
California
$405K -$139K -5,475 -26%
SC
117
Savant Capital
Illinois
$401K -$24.1K -949 -6%
EA
118
Efficient Advisors
Ohio
$394K +$1.25K +49 +0.3%
Pathstone Holdings
119
Pathstone Holdings
New Jersey
$392K -$13.6K -534 -3%
AWM
120
Accel Wealth Management
Iowa
$391K -$8.9K -350 -2%
CA
121
CoreCap Advisors
Michigan
$351K +$79.9K +3,142 +29%
CBC
122
Coombe, Bender & Co
New York
$346K +$15.6K +615 +5%
BWM
123
Benchmark Wealth Management
Connecticut
$327K +$13K +513 +4%
FTS
124
Fifth Third Securities
Ohio
$315K -$95K -3,739 -23%
HGWM
125
Horst & Graben Wealth Management
Oregon
$304K +$18.2K +715 +6%
3 4
5
6 7