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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

236 hedge funds and large institutions have $1.01B invested in SPDR Portfolio TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
24
Increased
62
Reduced
111
Closed
31
Calls
$320K
Puts
$437K
Net Calls
-$117K
Net Calls Change
-$1.39M

Top Buyers

1
Jane Street
1
Jane Street
New York
$14.4M
2
FIA
2
Foundations Investment Advisors
Arizona
$10.1M
3
Bank of America
3
Bank of America
North Carolina
$70.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.04M
5
LNC
5
Lincoln National Corp
Pennsylvania
$204M

Top Sellers

1
State Street
1
State Street
Massachusetts
$59.1M
2
SMM
2
Stadion Money Management
Georgia
$33.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M
4
Truist Financial
4
Truist Financial
North Carolina
$4.79M
5
CSIA
5
Charles Schwab Investment Advisory
California
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
126
Tempus Wealth Planning
California
$503K -$801K -30,979 -61%
AI
127
Auour Investments
Massachusetts
$481K +$481K +18,619 New
HighTower Advisors
128
HighTower Advisors
Illinois
$459K +$459K +17,772 New
JCM
129
Jacobi Capital Management
Pennsylvania
$440K +$9.28K +359 +2%
ATPW
130
Ashton Thomas Private Wealth
Arizona
$437K -$7.42K -287 -2%
EA
131
Efficient Advisors
Ohio
$431K -$7.21K -279 -2%
MA
132
Mutual Advisors
Nebraska
$431K -$73.6K -2,850 -15%
WAS
133
Winch Advisory Services
Wisconsin
$394K -$47.3K -1,831 -11%
NFSG
134
Newbridge Financial Services Group
Florida
$357K -$46.4K -1,794 -11%
JFA
135
JNBA Financial Advisors
Minnesota
$354K +$68.2K +2,638 +24%
PPP
136
Private Portfolio Partners
New Jersey
$348K -$89.2K -3,451 -20%
AWM
137
Ameliora Wealth Management
Switzerland
$335K -$1.22M -47,021 -78%
NL
138
Navalign LLC
California
$335K -$416K -16,083 -55%
CPP
139
Capasso Planning Partners
South Carolina
$334K -$168K -6,490 -33%
CBC
140
Coombe, Bender & Co
New York
$327K +$9.1K +352 +3%
AAM
141
Advisors Asset Management
Colorado
$321K -$70.5K -2,728 -18%
TFS
142
Thoroughbred Financial Services
Tennessee
$317K – – –
Stifel Financial
143
Stifel Financial
Missouri
$311K -$8.53K -330 -3%
BWM
144
Benchmark Wealth Management
Connecticut
$298K +$7.05K +273 +2%
LJAC
145
L.J. Altfest & Co
New York
$287K +$48.8K +1,889 +21%
RWM
146
Ritholtz Wealth Management
New York
$286K – – –
Nomura Asset Management
147
Nomura Asset Management
Japan
$284K -$639K -24,719 -69%
TL
148
Tradewinds LLC
North Carolina
$284K -$54.5K -2,110 -16%
CA
149
CoreCap Advisors
Michigan
$279K +$279K +10,797 New
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$274K +$274K +10,596 New
4 5
6
7 8