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State Street SPDR Portfolio TIPS ETF

263 hedge funds and large institutions have $1.91B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 19

120% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 55

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

14% more capital invested

Capital invested by funds: $1.67B → $1.91B (+$238M)

9% more funds holding

Funds holding: 242263 (+21)

2.69% less ownership

Funds ownership: 64.95%62.26% (-2.7%)

Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
4.6%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
45
Increased
121
Reduced
55
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
126
Charles Schwab
California
$727K +$25.6K +814 +4%
Jane Street
127
Jane Street
New York
$723K -$8.59M -273,694 -92%
FHA
128
Flagship Harbor Advisors
Massachusetts
$677K
NA
129
NewEdge Advisors
Louisiana
$664K +$671K +21,354 New
BRWA
130
B. Riley Wealth Advisors
Florida
$654K +$21.8K +694 +3%
BFA
131
Beaumont Financial Advisors
Massachusetts
$649K +$655K +20,863 New
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$643K +$4.14K +132 +0.6%
SCM
133
Stonehearth Capital Management
Massachusetts
$638K -$9.89K -315 -2%
IA
134
IFG Advisory
Georgia
$636K +$4.62K +147 +0.7%
OMC
135
Old Mission Capital
Illinois
$632K +$638K +20,313 New
GWM
136
Geneos Wealth Management
Colorado
$620K +$113K +3,595 +22%
EWA
137
EP Wealth Advisors
California
$618K -$28.8K -916 -4%
JCM
138
Jacobi Capital Management
Pennsylvania
$616K +$122K +3,889 +24%
FNC
139
First National Corp
Massachusetts
$614K
USCWA
140
U.S. Capital Wealth Advisors
Texas
$599K +$605K +19,254 New
BS
141
Banco Santander
Spain
$594K +$600K +19,096 New
AWM
142
Avior Wealth Management
Nebraska
$584K -$4.55K -145 -0.8%
CI
143
Cordant Inc
Oregon
$582K
EA
144
Efficient Advisors
Ohio
$562K -$82.9K -2,641 -13%
CC
145
Cedar Capital
Illinois
$550K +$68.6K +2,185 +14%
EIP
146
Ellis Investment Partners
Pennsylvania
$549K +$10.5K +334 +2%
CAAS
147
Capital Asset Advisory Services
Michigan
$544K +$74.5K +2,374 +16%
APA
148
American Portfolios Advisors
New York
$517K +$33.7K +1,074 +7%
ASN
149
Advisory Services Network
Georgia
$515K +$128K +4,063 +32%
IF
150
Intrua Financial
Texas
$502K -$18.1K -578 -4%

SPIP Hedge Fund Activity: Q3 2021 in Review

263 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2021, worth a combined $1.91B — up 14% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIP positions and 19 closed out — a net gain of 26 holders — while 121 added to existing stakes and 55 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $77.8M. The largest seller was JP Morgan Chase, cutting an estimated $80.6M.

  • 263 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2021, up from 242 in Q2 2021.
  • Funds reported $1.91B of State Street SPDR Portfolio TIPS ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2021 and 19 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2021 was 3EDGE Asset Management, an estimated $77.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2021 was JP Morgan Chase, an estimated $80.6M sold.

Based on aggregated 13F filings for Q3 2021.