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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $1.08B invested in SPDR Portfolio TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-26
Holders Change %
-9.59%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
21
Increased
69
Reduced
116
Closed
40
Calls
$2.76M
Puts
$1.49M
Net Calls
+$1.27M
Net Calls Change
-$2.13M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$17.3M
2
MWM
2
Merriman Wealth Management
Washington
$6.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.9M
4
BCM
4
BlueCrest Capital Management
Jersey
$3.38M
5
PFS
5
Prospera Financial Services
Texas
$12.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$109M
2
SMM
2
Stadion Money Management
Georgia
$48M
3
Bank of America
3
Bank of America
North Carolina
$66.6M
4
LPL Financial
4
LPL Financial
California
$65.9M
5
PAG
5
Private Advisor Group
New Jersey
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
Mutual Advisors
Nebraska
$520K -$45.3K -1,699 -8%
CPP
127
Capasso Planning Partners
South Carolina
$518K – – –
AWM
128
Avaii Wealth Management
Wisconsin
$477K -$179K -6,707 -27%
ATPW
129
Ashton Thomas Private Wealth
Arizona
$458K +$19.4K +726 +4%
WAS
130
Winch Advisory Services
Wisconsin
$456K -$347K -13,009 -43%
EA
131
Efficient Advisors
Ohio
$452K -$14.4K -541 -3%
PPP
132
Private Portfolio Partners
New Jersey
$451K -$484K -18,143 -52%
JCM
133
Jacobi Capital Management
Pennsylvania
$444K +$82.4K +3,088 +23%
CFA
134
Compass Financial Advisors
Indiana
$438K +$37K +1,386 +9%
AT
135
American Trust
Kentucky
$426K +$159K +6,943 +60%
NFSG
136
Newbridge Financial Services Group
Florida
$417K -$6.48K -243 -2%
AAM
137
Advisors Asset Management
Colorado
$404K +$7.68K +288 +2%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$387K +$387K +14,498 +362,450%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$370K -$1.79M -67,146 -83%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$367K -$2.26M -84,795 -86%
TL
141
Tradewinds LLC
North Carolina
$349K +$349K +13,090 New
Belvedere Trading
142
Belvedere Trading
Illinois
$347K +$85.3K +3,200 +33%
Stifel Financial
143
Stifel Financial
Missouri
$330K -$167K -6,265 -34%
CBC
144
Coombe, Bender & Co
New York
$328K +$2.53K +95 +0.8%
TFS
145
Thoroughbred Financial Services
Tennessee
$327K -$51.3K -1,926 -14%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$315K -$1.22M -46,032 -80%
IA
147
IFG Advisory
Georgia
$308K – – –
PGAM
148
Princeton Global Asset Management
New Jersey
$298K -$11.4K -429 -4%
BWM
149
Benchmark Wealth Management
Connecticut
$297K -$23.8K -902 -7%
JFA
150
JNBA Financial Advisors
Minnesota
$295K +$2.51K +94 +0.9%
4 5
6
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