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State Street SPDR Portfolio TIPS ETF

135 hedge funds and large institutions have $1.13B invested in State Street SPDR Portfolio TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more funds holding

Funds holding: 132135 (+3)

1.4% more ownership

Funds ownership: 140.87%142.27% (+1.4%)

1% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$7.02M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

34% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 53

Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
2.92%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
16
Increased
35
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFH
126
NEXT Financial Holdings
Texas
$6K +$5.46K +200 New
LFG
127
LifePlan Financial Group
Ohio
$3K
RIA
128
Realta Investment Advisors
Delaware
$3K +$3K +110 New
AIC
129
Archer Investment Corporation
Indiana
$2K
JFA
130
JNBA Financial Advisors
Minnesota
$2K
CAL
131
Capital Analysts LLC
Pennsylvania
$2K +$2.9K +106 New
SFFS
132
Stonehage Fleming Financial Services
Jersey
$1.31K
CIAS
133
Capital Investment Advisory Services
North Carolina
$1K
VRM
134
Vectors Research Management
New York
$1K
VFA
135
Voya Financial Advisors
Connecticut
-$1.45M -53,958 Closed
FAIM
136
Financial Advocates Investment Management
Washington
-$1.1M -40,930 Closed
IA
137
IFP Advisors
Florida
-$679K -25,224 Closed
TSS
138
Two Sigma Securities
New York
-$363K -13,476 Closed
Stifel Financial
139
Stifel Financial
Missouri
-$318K -11,774 Closed
WAM
140
Wealthspire Advisors (Maryland)
Maryland
-$316K -11,720 Closed
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
-$205K -7,636 Closed
MWC
142
MKD Wealth Coaches
Michigan
-$125K -4,628 Closed
W
143
WealthOne
New York
-$41K -1,528 Closed
JA
144
JOYN Advisors
Georgia
-$38K -1,406 Closed
MOS
145
MGO One Seven
Ohio
-$12K -482 Closed
DWM
146
Doyle Wealth Management
Florida
-$11K -410 Closed
FPB
147
First PREMIER Bank
South Dakota
-$10K -354 Closed

SPIP Hedge Fund Activity: Q1 2019 in Review

135 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2019, worth a combined $1.13B — up 0.62% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPIP positions and 13 closed out — a net gain of 3 holders — while 35 added to existing stakes and 53 trimmed.

The largest buyer was State Street, adding an estimated $26.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $21.1M.

  • 135 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2019, up from 132 in Q4 2018.
  • Funds reported $1.13B of State Street SPDR Portfolio TIPS ETF stock for Q1 2019, up 0.62% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2019 and 13 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2019 was State Street, an estimated $26.4M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2019 was Charles Schwab Investment Advisory, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2019.