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State Street SPDR Portfolio TIPS ETF

246 hedge funds and large institutions have $935M invested in State Street 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

302% more call options, than puts

Call options by funds: $241K | Put options by funds: $60K

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

4% more funds holding

Funds holding: 237246 (+9)

1.95% more ownership

Funds ownership: 59.73%61.68% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8% less capital invested

Capital invested by funds: $1.02B → $935M (-$79.7M)

34% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 103

Holders
246
Holders Change
+9
Holders Change %
+3.8%
% of All Funds
3.9%
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
Name Holding Trade Value Shares
Change
Change in
Stake
FNC
126
First National Corp
Massachusetts
$490K
TWP
127
Tempus Wealth Planning
California
$487K +$3.68K +145 +0.7%
FBB
128
Fulton Breakefield Broenniman
Maryland
$479K +$242K +9,532 +98%
SA
129
Strategic Advocates
Utah
$479K +$489K +19,267 New
WWM
130
Western Wealth Management
Colorado
$477K -$176K -6,949 -27%
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$477K +$288K +11,357 +145%
SC
132
Savant Capital
Illinois
$460K -$28.4K -1,119 -6%
EH
133
Equitable Holdings
New York
$459K +$264K +10,424 +129%
GWP
134
Gateway Wealth Partners
Wisconsin
$459K -$30.8K -1,214 -6%
JCM
135
Jacobi Capital Management
Pennsylvania
$435K +$12.2K +481 +3%
EA
136
Efficient Advisors
Ohio
$420K +$6.34K +250 +2%
QCIG
137
Quad-Cities Investment Group
Iowa
$394K -$281K -11,066 -41%
PA
138
PFG Advisors
Arizona
$386K +$394K +15,528 New
PFO
139
Pathstone Family Office
New Jersey
$384K +$392K +15,440 New
ATPW
140
Ashton Thomas Private Wealth
Arizona
$372K -$48.4K -1,907 -11%
AAS
141
Avantax Advisory Services
Texas
$372K -$683K -26,914 -64%
CA
142
Cetera Advisors
Colorado
$367K -$439K -17,316 -54%
TSS
143
Two Sigma Securities
New York
$363K +$371K +14,630 New
LJAC
144
L.J. Altfest & Co
New York
$359K +$85.1K +3,354 +30%
WAS
145
Winch Advisory Services
Wisconsin
$357K -$22.6K -893 -6%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$347K -$2.13M -83,897 -86%
AAM
147
Advisors Asset Management
Colorado
$320K +$11.5K +452 +4%
CBC
148
Coombe, Bender & Co
New York
$316K +$1.06K +42 +0.3%
CAL
149
Capital Analysts LLC
Pennsylvania
$309K -$671K -26,472 -68%
JFA
150
JNBA Financial Advisors
Minnesota
$309K -$32.8K -1,295 -9%

SPIP Hedge Fund Activity: Q3 2023 in Review

246 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2023, worth a combined $935M — down 7.9% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SPIP positions and 22 closed out — a net gain of 11 holders — while 68 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.1M. The largest seller was Bank of America, cutting an estimated $16.1M.

  • 246 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2023, up from 237 in Q2 2023.
  • Funds reported $935M of State Street SPDR Portfolio TIPS ETF stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2023 and 22 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2023 was Morgan Stanley, an estimated $13.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2023 was Bank of America, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2023.