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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

216 hedge funds and large institutions have $1.61B invested in 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
Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
3.8%
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
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$396M
2
PAG
2
Private Advisor Group
New Jersey
$40.5M
3
Jane Street
3
Jane Street
New York
$37.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36.9M
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$17.4M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$789K
2
DWP
2
Destiny Wealth Partners
Florida
$1.88M
3
GI
3
Glovista Investments
New Jersey
$4.71M
4
IF
4
Intrua Financial
Texas
$411K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
126
Ridgewood Investments
New Jersey
$485K +$267K +8,717 +122%
AWA
127
Acorn Wealth Advisors
Michigan
$466K +$136K +4,462 +41%
LWP
128
Legacy Wealth Partners
California
$465K +$33.3K +1,091 +8%
APA
129
American Portfolios Advisors
New York
$461K +$36.4K +1,192 +9%
T
130
TRUADVICE
Florida
$451K +$144K +4,657 +47%
JCM
131
Jacobi Capital Management
Pennsylvania
$442K +$7.51K +246 +2%
CC
132
Cedar Capital
Illinois
$437K +$437K +14,309 New
TFS
133
Thoroughbred Financial Services
Tennessee
$426K +$244 +8 +0.1%
AIA
134
Arrow Investment Advisors
Maryland
$413K -$82K -2,682 -17%
IF
135
Intrua Financial
Texas
$411K -$2.14M -69,270 -84%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$411K – – –
SIC
137
Samalin Investment Counsel
New York
$411K +$42.5K +1,392 +12%
SWA
138
Stratos Wealth Advisors
Ohio
$408K -$152K -4,993 -27%
CW
139
CreativeOne Wealth
Kansas
$395K +$55.6K +1,821 +16%
NL
140
Navalign LLC
California
$392K +$392K +12,844 New
HB
141
Homrich & Berg
Georgia
$390K +$97.8K +3,200 +33%
AAM
142
Advisors Asset Management
Colorado
$382K +$21.5K +705 +6%
ASN
143
Advisory Services Network
Georgia
$380K -$73K -2,391 -16%
SIA
144
Strategic Investment Advisors
Michigan
$380K +$21.2K +692 +6%
Comerica Bank
145
Comerica Bank
Texas
$379K – – –
MWM
146
Midwest Wealth Management
Indiana
$374K -$36.1K -1,179 -9%
ACP
147
Aveo Capital Partners
Colorado
$370K +$370K +12,118 New
SWM
148
Spire Wealth Management
Virginia
$349K +$349K +11,382 New
ESB
149
Essex Savings Bank
Connecticut
$346K +$40.2K +1,316 +13%
NL
150
NWAM LLC
Washington
$308K +$42.5K +1,390 +16%
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