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State Street SPDR Portfolio TIPS ETF

221 hedge funds and large institutions have $548M invested in State Street SPDR Portfolio TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more call options, than puts

Call options by funds: $299K | Put options by funds: $202K

6% more funds holding

Funds holding: 209221 (+12)

5.53% more ownership

Funds ownership: 58.68%64.21% (+5.5%)

3% more capital invested

Capital invested by funds: $534M → $548M (+$14.4M)

27% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 77

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
56
Reduced
77
Closed
22
Calls
$299K
Puts
$202K
Net Calls
+$97K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
101
Keystone Financial Group (Kentucky)
Kentucky
$441K -$111K -4,294 -20%
Pathstone Holdings
102
Pathstone Holdings
New Jersey
$440K +$49.9K +1,937 +13%
NA
103
NewEdge Advisors
Louisiana
$438K -$92K -3,575 -17%
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$420K
GLA
105
Good Life Advisors
Pennsylvania
$402K -$87.1K -3,386 -18%
GRP
106
Global Retirement Partners
California
$395K -$122K -4,747 -23%
WA
107
Waverly Advisors
Alabama
$381K -$152K -5,909 -28%
SC
108
Savant Capital
Illinois
$377K -$3.5K -136 -0.9%
JP Morgan Chase
109
JP Morgan Chase
New York
$360K -$346K -13,451 -49%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$356K -$1.36M -52,981 -79%
AWM
111
Accel Wealth Management
Iowa
$345K -$7.57K -294 -2%
BWM
112
Benchmark Wealth Management
Connecticut
$340K +$9.88K +384 +3%
ML
113
McAdam LLC
Pennsylvania
$339K -$135K -5,259 -28%
FTS
114
Fifth Third Securities
Ohio
$326K +$18.3K +711 +6%
FPAS
115
Focus Partners Advisor Solutions
Missouri
$321K -$46K -1,786 -12%
CA
116
CoreCap Advisors
Michigan
$318K -$17.6K -682 -5%
EA
117
Efficient Advisors
Ohio
$313K -$69.1K -2,685 -18%
KBFS
118
Kohmann Bosshard Financial Services
Ohio
$308K +$313K +12,156 New
GEA
119
Glen Eagle Advisors
New Jersey
$291K -$56.5K -2,195 -16%
Stifel Financial
120
Stifel Financial
Missouri
$288K +$15.5K +601 +6%
SOS
121
Silver Oak Securities
Tennessee
$286K +$51 +2 +0%
IA
122
Insight Advisors
Pennsylvania
$283K -$715K -27,770 -71%
FSG
123
Financial Strategies Group
Michigan
$273K
NWM
124
Napa Wealth Management
California
$268K -$276K -10,710 -50%
KeyBank National Association
125
KeyBank National Association
Ohio
$254K +$13.9K +540 +6%

SPIP Hedge Fund Activity: Q4 2024 in Review

221 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2024, worth a combined $548M — up 2.7% from $534M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPIP positions and 22 closed out — a net gain of 16 holders — while 56 added to existing stakes and 77 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.69M.

  • 221 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2024, up from 209 in Q3 2024.
  • Funds reported $548M of State Street SPDR Portfolio TIPS ETF stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2024 and 22 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2024 was 3EDGE Asset Management, an estimated $20.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2024 was Flow Traders U.S., an estimated $5.69M sold.

Based on aggregated 13F filings for Q4 2024.