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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $935M invested in SPDR Portfolio TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+9
Holders Change %
+3.81%
% of All Funds
3.91%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
68
Reduced
103
Closed
22
Calls
$241K
Puts
$60K
Net Calls
+$181K
Net Calls Change
+$298K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.7M
2
Charles Schwab
2
Charles Schwab
California
$11.6M
3
Cerity Partners
3
Cerity Partners
New York
$18.6M
4
SMM
4
Stadion Money Management
Georgia
$37.4M
5
GF
5
Gries Financial
Ohio
$2.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$52M
2
Jane Street
2
Jane Street
New York
$4.63M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
State Street
4
State Street
Massachusetts
$51.1M
5
LPL Financial
5
LPL Financial
California
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
126
First National Corp
Massachusetts
$490K – – –
TWP
127
Tempus Wealth Planning
California
$487K +$3.6K +145 +0.7%
FBB
128
Fulton Breakefield Broenniman
Maryland
$479K +$237K +9,532 +98%
SA
129
Strategic Advocates
Utah
$479K +$479K +19,267 New
WWM
130
Western Wealth Management
Colorado
$477K -$173K -6,949 -27%
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$477K +$282K +11,357 +145%
SC
132
Savant Capital
Illinois
$460K -$27.8K -1,119 -6%
EH
133
Equitable Holdings
New York
$459K +$259K +10,424 +129%
GWP
134
Gateway Wealth Partners
Wisconsin
$459K -$30.2K -1,214 -6%
JCM
135
Jacobi Capital Management
Pennsylvania
$435K +$11.9K +481 +3%
EA
136
Efficient Advisors
Ohio
$420K +$6.21K +250 +2%
QCIG
137
Quad-Cities Investment Group
Iowa
$394K -$275K -11,066 -41%
PA
138
PFG Advisors
Arizona
$386K +$386K +15,528 New
PFO
139
Pathstone Family Office
New Jersey
$384K +$384K +15,440 New
ATPW
140
Ashton Thomas Private Wealth
Arizona
$372K -$47.4K -1,907 -11%
AAS
141
Avantax Advisory Services
Texas
$372K -$669K -26,914 -64%
CA
142
Cetera Advisors
Colorado
$367K -$430K -17,316 -54%
TSS
143
Two Sigma Securities
New York
$363K +$363K +14,630 New
LJAC
144
L.J. Altfest & Co
New York
$359K +$83.3K +3,354 +30%
WAS
145
Winch Advisory Services
Wisconsin
$357K -$22.2K -893 -6%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$347K -$2.08M -83,897 -86%
AAM
147
Advisors Asset Management
Colorado
$320K +$11.2K +452 +4%
CBC
148
Coombe, Bender & Co
New York
$316K +$1.04K +42 +0.3%
CAL
149
Capital Analysts LLC
Pennsylvania
$309K -$658K -26,472 -68%
JFA
150
JNBA Financial Advisors
Minnesota
$309K -$32.2K -1,295 -9%
4 5
6
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