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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

163 hedge funds and large institutions have $1.16B invested in SPDR Portfolio TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-2
Holders Change %
-1.21%
% of All Funds
3.6%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
24
Increased
47
Reduced
65
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$385M
2
NC
2
NewSquare Capital
Pennsylvania
$25.4M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$8.28M
4
LPL Financial
4
LPL Financial
California
$10.7M
5
CIM
5
Cambria Investment Management
California
$5.51M

Top Sellers

1
State Street
1
State Street
Massachusetts
$152M
2
AssetMark Inc
2
AssetMark Inc
California
$19.9M
3
LNC
3
Lincoln National Corp
Pennsylvania
$174M
4
Bank of America
4
Bank of America
North Carolina
$28.5M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$96K – – –
VCP
127
Verus Capital Partners
Arizona
$95K -$42.8K -1,473 -31%
BCMIO
128
Beacon Capital Management Inc (Ohio)
Ohio
$91K +$1.92K +66 +2%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$88K +$88K +3,030 New
MMG
130
Monetary Management Group
Missouri
$87K -$14.5K -500 -14%
AIC
131
Ameritas Investment Company
Nebraska
$87K +$17.3K +596 +25%
LM
132
Legg Mason
Maryland
$54K – – –
GSWM
133
Golden State Wealth Management
California
$50K +$50K +1,719 New
GRP
134
Global Retirement Partners
California
$45K – – –
FA
135
Fortis Advisors
Pennsylvania
$43K +$43K +1,479 New
GWM
136
Geneos Wealth Management
Colorado
$42K +$20.9K +720 +99%
TFA
137
Transamerica Financial Advisors
Florida
$40K +$40K +1,368 New
ST
138
Smithfield Trust
Pennsylvania
$35K – – –
Deutsche Bank
139
Deutsche Bank
Germany
$31K – – –
GI
140
Gradient Investments
Minnesota
$30K – – –
SFSIG
141
San Francisco Sentry Investment Group
California
$27K +$27K +924 New
VFA
142
Valeo Financial Advisors
Indiana
$26K +$120 +4 +0.5%
FHA
143
Flagship Harbor Advisors
Massachusetts
$23K -$14.3K -500 -38%
SMFS
144
Squar Milner Financial Services
California
$18K – – –
FCA
145
FinTrust Capital Advisors
South Carolina
$17K – – –
CFGS
146
Concourse Financial Group Securities
Alabama
$14K -$1.26K -42 -8%
CHA
147
Carmichael Hill & Associates
Maryland
$13K – – –
SF
148
Synovus Financial
Georgia
$12K +$12K +419 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$11K +$10.1K +339 +1,169%
ADL
150
Asset Dedication LLC
California
$9K +$9K +266 New
4 5
6
7 8