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State Street SPDR Portfolio TIPS ETF

216 hedge funds and large institutions have $1.61B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 102 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 54

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $1.39B → $1.61B (+$219M)

7% more funds holding

Funds holding: 201216 (+15)

1.37% more ownership

Funds ownership: 64.98%66.35% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
32
Increased
102
Reduced
54
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RI
126
Ridgewood Investments
New Jersey
$485K +$269K +8,717 +122%
AWA
127
Acorn Wealth Advisors
Michigan
$466K +$138K +4,462 +41%
LWPC
128
Legacy Wealth Partners (California)
California
$465K +$33.6K +1,091 +8%
APA
129
American Portfolios Advisors
New York
$461K +$36.7K +1,192 +9%
T
130
TRUADVICE
Florida
$451K +$144K +4,657 +47%
JCM
131
Jacobi Capital Management
Pennsylvania
$442K +$7.58K +246 +2%
CC
132
Cedar Capital
Illinois
$437K +$441K +14,309 New
TFS
133
Thoroughbred Financial Services
Tennessee
$426K +$247 +8 +0.1%
AIA
134
Arrow Investment Advisors
Maryland
$413K -$82.7K -2,682 -17%
IF
135
Intrua Financial
Texas
$411K -$2.13M -69,270 -84%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$411K
SIC
137
Samalin Investment Counsel
New York
$411K +$42.9K +1,392 +12%
SWA
138
Stratos Wealth Advisors
Ohio
$408K -$154K -4,993 -27%
CW
139
CreativeOne Wealth
Kansas
$395K +$56.1K +1,821 +16%
NL
140
Navalign LLC
California
$392K +$396K +12,844 New
HB
141
Homrich & Berg
Georgia
$390K +$98.6K +3,200 +33%
AAM
142
Advisors Asset Management
Colorado
$382K +$21.7K +705 +6%
ASN
143
Advisory Services Network
Georgia
$380K -$73.7K -2,391 -16%
SIA
144
Strategic Investment Advisors
Michigan
$380K +$21.3K +692 +6%
Comerica Bank
145
Comerica Bank
Texas
$379K
MWM
146
Midwest Wealth Management
Indiana
$374K -$36.3K -1,179 -9%
ACP
147
Aveo Capital Partners
Colorado
$370K +$373K +12,118 New
SWM
148
Spire Wealth Management
Virginia
$349K +$351K +11,382 New
ESB
149
Essex Savings Bank
Connecticut
$346K +$40.6K +1,316 +13%
NL
150
NWAM LLC
Washington
$308K +$42.8K +1,390 +16%

SPIP Hedge Fund Activity: Q1 2021 in Review

216 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2021, worth a combined $1.61B — up 16% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPIP positions and 17 closed out — a net gain of 15 holders — while 102 added to existing stakes and 54 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $40.7M. The largest seller was Financial Advocates Investment Management, cutting an estimated $19.2M.

  • 216 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2021, up from 201 in Q4 2020.
  • Funds reported $1.61B of State Street SPDR Portfolio TIPS ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2021 and 17 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $40.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2021 was Financial Advocates Investment Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2021.