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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

185 hedge funds and large institutions have $1.26B invested in SPDR Portfolio TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
35
Increased
83
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$45.5M
2
TF
TIAA FSB
Florida
$26.1M
3
V
Veritable
Delaware
$11.1M
4
LNC
Lincoln National Corp
Pennsylvania
$212M
5
FHC
First Heartland Consultants
Missouri
$8.53M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$360M
2
FEG
Financial Enhancement Group
Indiana
$409K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
4
State Street
State Street
Massachusetts
$125M
5
AssetMark Inc
AssetMark Inc
California
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGA
126
Fortis Group Advisors
New Jersey
$285K +$285K +9,241 New
CAN
127
Cetera Advisor Networks
California
$282K +$18.4K +597 +7%
T
128
TRUADVICE
Florida
$281K +$281K +9,186 New
PAG
129
Pinnacle Advisory Group
Maryland
$278K +$9.68K +314 +4%
CA
130
Cetera Advisors
Colorado
$265K -$16.2K -525 -6%
AAS
131
Avantax Advisory Services
Texas
$265K +$265K +8,575 New
ASN
132
Advisory Services Network
Georgia
$244K +$15.6K +505 +7%
BWM
133
Benchmark Wealth Management
Connecticut
$244K +$24.9K +807 +11%
Creative Planning
134
Creative Planning
Kansas
$243K +$243K +7,877 New
ATPW
135
Ashton Thomas Private Wealth
Arizona
$240K +$240K +7,786 New
GM
136
GeoWealth Management
Illinois
$225K +$225K +7,298 New
SFS
137
Sowell Financial Services
Arkansas
$222K +$4.6K +149 +2%
RI
138
Ridgewood Investments
New Jersey
$221K +$221K +7,145 New
JCM
139
Jacobi Capital Management
Pennsylvania
$210K +$210K +6,809 New
SPC
140
Sigma Planning Corp
Michigan
$207K +$207K +6,699 New
ACM
141
AlphaStar Capital Management
North Carolina
$203K -$479K -15,612 -70%
FHA
142
Flagship Harbor Advisors
Massachusetts
$171K +$38.5K +1,250 +29%
SAM
143
S.A. Mason
Michigan
$162K – – –
FCFS
144
First Command Financial Services
Texas
$157K – – –
FCB
145
First Command Bank
Texas
$157K – – –
GWM
146
Geneos Wealth Management
Colorado
$144K +$54.2K +1,760 +60%
William Blair & Company
147
William Blair & Company
Illinois
$120K +$19K +617 +19%
GWS
148
Glassman Wealth Services
Virginia
$107K – – –
NC
149
NewSquare Capital
Pennsylvania
$96K – – –
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$79K -$904K -29,238 -92%
4 5
6
7 8