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State Street SPDR Portfolio TIPS ETF
SPIP

132 hedge funds and large institutions have $1.12B invested in State Street SPDR Portfolio TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

33% more capital invested

Capital invested by funds: $848M → $1.12B (+$276M)

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

13% more funds holding

Funds holding: 117 → 132 (+15)

8.41% more ownership

Funds ownership: 132.46% → 140.87% (+8.4%)

Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
2.94%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
33
Increased
46
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$288M
2
Bank of America
Bank of America
North Carolina
+$14.1M
3
RWM
Ritholtz Wealth Management
New York
+$13.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.42M
5
FTUS
Flow Traders U.S.
New York
+$6.56M

Top Sellers

1
State Street
State Street
Massachusetts
-$18.7M
2
Jane Street
Jane Street
New York
-$9.43M
3
AA
Advisory Alpha
Michigan
-$9.02M
4
LNC
Lincoln National Corp
Pennsylvania
-$8.52M
5
FWM
Focused Wealth Management
New York
-$8.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
126
LifePlan Financial Group
Ohio
$2K – – –
JFA
127
JNBA Financial Advisors
Minnesota
$2K +$1.56K +58 New
AIC
128
Archer Investment Corporation
Indiana
$2K +$1.88K +70 New
VRM
129
Vectors Research Management
New York
$1K – – –
CIAS
130
Capital Investment Advisory Services
North Carolina
$1K +$806 +30 New
Jane Street
131
Jane Street
New York
– -$9.43M -346,406 Closed
AA
132
Advisory Alpha
Michigan
– -$9.02M -335,054 Closed
MWM
133
Merriman Wealth Management
Washington
– -$7.93M -291,114 Closed
Citadel Advisors
134
Citadel Advisors
Florida
– -$2.5M -91,746 Closed
QA
135
Quantitative Advantage
Minnesota
– -$1.42M -52,186 Closed
VAM
136
Visionary Asset Management
Texas
– -$916K -33,648 Closed
AI
137
Atria Investments
North Carolina
– -$721K -26,480 Closed
Goldman Sachs
138
Goldman Sachs
New York
– -$612K -22,454 Closed
FPCP
139
Fort Point Capital Partners
California
– -$411K -15,100 Closed
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$317K -11,658 Closed
BAM
141
Belpointe Asset Management
Nevada
– -$161K -5,900 Closed
SWP
142
Stratos Wealth Partners
Ohio
– -$146K -5,352 Closed
SPIA
143
Steward Partners Investment Advisory
New York
– -$6K -218 Closed
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
– -$3K -108 Closed
APP
145
Avantax Planning Partners
Iowa
– -$3K -106 Closed
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -78 Closed
CF
147
Centaurus Financial
California
– -$117 -4 Closed
2 3 4 5
6

SPIP Hedge Fund Activity: Q4 2018 in Review

132 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2018, worth a combined $1.12B — up 33% from $848M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SPIP positions and 17 closed out — a net gain of 16 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $288M. The largest seller was State Street, cutting an estimated $18.7M.

  • 132 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2018, up from 117 in Q3 2018.
  • Funds reported $1.12B of State Street SPDR Portfolio TIPS ETF stock for Q4 2018, up 33% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2018 and 17 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $288M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2018 was State Street, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2018.