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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

135 hedge funds and large institutions have $1.13B invested in 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
Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
2.93%
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
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$261M
2
MWM
2
Merriman Wealth Management
Washington
$7.8M
3
LNC
3
Lincoln National Corp
Pennsylvania
$209M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$14.9M
5
WCA
5
Westover Capital Advisors
Delaware
$2.41M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$347M
2
RWM
2
Ritholtz Wealth Management
New York
$3.71M
3
Bank of America
3
Bank of America
North Carolina
$20.4M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$2.32M
5
FEG
5
Financial Enhancement Group
Indiana
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFH
126
NEXT Financial Holdings
Texas
$6K +$6K +200 New
LFG
127
LifePlan Financial Group
Ohio
$3K – – –
RIA
128
Realta Investment Advisors
Delaware
$3K +$3K +110 New
JFA
129
JNBA Financial Advisors
Minnesota
$2K – – –
AIC
130
Archer Investment Corporation
Indiana
$2K – – –
CAL
131
Capital Analysts LLC
Pennsylvania
$2K +$2K +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
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