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State Street SPDR Portfolio TIPS ETF
SPIP

242 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

83% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 58

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

12% more funds holding

Funds holding: 216 → 242 (+26)

4% more capital invested

Capital invested by funds: $1.61B → $1.67B (+$61.2M)

1.39% less ownership

Funds ownership: 66.35% → 64.95% (-1.4%)

Holders
242
Holders Change
+26
Holders Change %
+12.04%
% of All Funds
4.21%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
42
Increased
106
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$79.7M
2
LPL Financial
LPL Financial
California
+$24.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.4M
4
RCS
Retirement Capital Strategies
California
+$12.4M
5
DWP
Destiny Wealth Partners
Florida
+$9.76M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$146M
2
Jane Street
Jane Street
New York
-$28.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
4
DRS
Deane Retirement Strategies
Louisiana
-$5.83M
5
V
Veritable
Delaware
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$590K +$1.24K +40 +0.2%
CI
127
Cordant Inc
Oregon
$582K – – –
WAS
128
Wealth Advisory Solutions
Indiana
$573K +$10.1K +327 +2%
EIP
129
Ellis Investment Partners
Pennsylvania
$539K -$24K -778 -4%
CAN
130
Cetera Advisor Networks
California
$530K +$217K +7,011 +70%
IF
131
Intrua Financial
Texas
$516K +$95K +3,077 +23%
GWM
132
Geneos Wealth Management
Colorado
$509K -$355K -11,483 -41%
JCM
133
Jacobi Capital Management
Pennsylvania
$496K +$44.6K +1,443 +10%
KBFS
134
Kohmann Bosshard Financial Services
Ohio
$489K -$33.8K -1,094 -7%
APA
135
American Portfolios Advisors
New York
$484K +$14.2K +459 +3%
AAS
136
Avantax Advisory Services
Texas
$484K +$480K +15,541 New
CC
137
Cedar Capital
Illinois
$483K +$37.2K +1,204 +8%
AWA
138
Acorn Wealth Advisors
Michigan
$475K – – –
CAAS
139
Capital Asset Advisory Services
Michigan
$470K -$26K -841 -5%
Mirae Asset Global Investments
140
Mirae Asset Global Investments
South Korea
$467K +$154K +5,000 +50%
AAM
141
Advisors Asset Management
Colorado
$445K +$55.4K +1,793 +14%
T
142
TRUADVICE
Florida
$441K -$22.1K -717 -5%
CW
143
CreativeOne Wealth
Kansas
$434K +$31.3K +1,015 +8%
TFS
144
Thoroughbred Financial Services
Tennessee
$425K -$9.98K -323 -2%
BJL
145
Brighton Jones LLC
Washington
$424K +$420K +13,609 New
ATPW
146
Ashton Thomas Private Wealth
Arizona
$423K +$159K +5,136 +61%
ESB
147
Essex Savings Bank
Connecticut
$419K +$66.2K +2,142 +19%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$411K – – –
ACP
149
Aveo Capital Partners
Colorado
$411K +$33.5K +1,084 +9%
CF
150
Centaurus Financial
California
$410K +$407K +13,170 New
4 5
6
7 8

SPIP Hedge Fund Activity: Q2 2021 in Review

242 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2021, worth a combined $1.67B — up 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPIP positions and 12 closed out — a net gain of 30 holders — while 106 added to existing stakes and 58 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $79.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $146M.

  • 242 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2021, up from 216 in Q1 2021.
  • Funds reported $1.67B of State Street SPDR Portfolio TIPS ETF stock for Q2 2021, up 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2021 and 12 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $79.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $146M sold.

Based on aggregated 13F filings for Q2 2021.