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SPDR Portfolio TIPS ETF

219 hedge funds and large institutions have $548M invested in SPDR Portfolio TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
56
Reduced
77
Closed
21
Calls
$299K
Puts
$202K
Net Calls
+$97K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Shares
Change %
KFGK
101
Keystone Financial Group (Kentucky)
Kentucky
$441K -$109K -4,294 -20%
Pathstone Holdings
102
Pathstone Holdings
New Jersey
$440K +$49K +1,937 +13%
NA
103
NewEdge Advisors
Louisiana
$438K -$90.5K -3,575 -17%
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$420K
GLA
105
Good Life Advisors
Pennsylvania
$402K -$85.7K -3,386 -18%
GRP
106
Global Retirement Partners
California
$395K -$120K -4,747 -23%
WA
107
Waverly Advisors
Alabama
$381K -$150K -5,909 -28%
SC
108
Savant Capital
Illinois
$377K -$3.44K -136 -0.9%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$360K -$340K -13,451 -49%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$356K -$1.34M -52,981 -79%
AWM
111
Accel Wealth Management
Iowa
$345K -$7.44K -294 -2%
BWM
112
Benchmark Wealth Management
Connecticut
$340K +$9.72K +384 +3%
ML
113
McAdam LLC
Pennsylvania
$339K -$133K -5,259 -28%
FTS
114
Fifth Third Securities
Ohio
$326K +$18K +711 +6%
FPAS
115
Focus Partners Advisor Solutions
Missouri
$321K -$45.2K -1,786 -12%
CA
116
CoreCap Advisors
Michigan
$318K -$17.3K -682 -5%
EA
117
Efficient Advisors
Ohio
$313K -$68K -2,685 -18%
KBFS
118
Kohmann Bosshard Financial Services
Ohio
$308K +$308K +12,156 New
GEA
119
Glen Eagle Advisors
New Jersey
$291K -$55.6K -2,195 -16%
Stifel Financial
120
Stifel Financial
Missouri
$288K +$15.2K +601 +6%
SOS
121
Silver Oak Securities
Tennessee
$286K +$51 +2 +0%
IA
122
Insight Advisors
Pennsylvania
$283K -$704K -27,770 -71%
FSG
123
Financial Strategies Group
Michigan
$273K
NWM
124
Napa Wealth Management
California
$268K -$271K -10,710 -50%
KeyBank National Association
125
KeyBank National Association
Ohio
$254K +$13.7K +540 +6%