SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

242 hedge funds and large institutions have $1.67B invested in 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
Holders
242
Holders Change
+26
Holders Change %
+12.04%
% of All Funds
4.22%
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

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$80.3M
2
LPL Financial
2
LPL Financial
California
$94.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$14.5M
4
RCS
4
Retirement Capital Strategies
California
$12.5M
5
DWP
5
Destiny Wealth Partners
Florida
$11.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$257M
2
Jane Street
2
Jane Street
New York
$9.25M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
DRS
4
Deane Retirement Strategies
Louisiana
$273K
5
V
5
Veritable
Delaware
$6.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$590K +$1.25K +40 +0.2%
CI
127
Cordant Inc
Oregon
$582K – – –
WAS
128
Wealth Advisory Solutions
Indiana
$573K +$10.2K +327 +2%
EIP
129
Ellis Investment Partners
Pennsylvania
$539K -$24.2K -778 -4%
CAN
130
Cetera Advisor Networks
California
$530K +$218K +7,011 +70%
IF
131
Intrua Financial
Texas
$516K +$96.8K +3,077 +23%
GWM
132
Geneos Wealth Management
Colorado
$509K -$357K -11,483 -41%
JCM
133
Jacobi Capital Management
Pennsylvania
$496K +$44.9K +1,443 +10%
KBFS
134
Kohmann Bosshard Financial Services
Ohio
$489K -$34.1K -1,094 -7%
APA
135
American Portfolios Advisors
New York
$484K +$14.3K +459 +3%
AAS
136
Avantax Advisory Services
Texas
$484K +$484K +15,541 New
CC
137
Cedar Capital
Illinois
$483K +$37.5K +1,204 +8%
AWA
138
Acorn Wealth Advisors
Michigan
$475K – – –
CAAS
139
Capital Asset Advisory Services
Michigan
$470K -$26.2K -841 -5%
Mirae Asset Global Investments
140
Mirae Asset Global Investments
South Korea
$467K +$156K +5,000 +50%
AAM
141
Advisors Asset Management
Colorado
$445K +$55.8K +1,793 +14%
T
142
TRUADVICE
Florida
$441K -$22.8K -717 -5%
CW
143
CreativeOne Wealth
Kansas
$434K +$31.6K +1,015 +8%
TFS
144
Thoroughbred Financial Services
Tennessee
$425K -$10.1K -323 -2%
BJL
145
Brighton Jones LLC
Washington
$424K +$424K +13,609 New
ATPW
146
Ashton Thomas Private Wealth
Arizona
$423K +$160K +5,136 +61%
ESB
147
Essex Savings Bank
Connecticut
$419K +$66.7K +2,142 +19%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$411K – – –
ACP
149
Aveo Capital Partners
Colorado
$411K +$33.7K +1,084 +9%
CF
150
Centaurus Financial
California
$410K +$410K +13,170 New
4 5
6
7 8