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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 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
–
Holders Change %
0%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
41
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$23.5M
2
GP
2
Greenline Partners
New York
$11.1M
3
Cerity Partners
3
Cerity Partners
New York
$28.3M
4
LNC
4
Lincoln National Corp
Pennsylvania
$207M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.46M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$22.3M
2
Bank of America
2
Bank of America
North Carolina
$39.9M
3
LPL Financial
3
LPL Financial
California
$46.3M
4
PFS
4
Prospera Financial Services
Texas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
126
Jacobi Capital Management
Pennsylvania
$485K +$37.5K +1,468 +8%
WWM
127
Western Wealth Management
Colorado
$482K -$9.13K -357 -2%
LEFP
128
Leading Edge Financial Planning
Tennessee
$480K -$175K -6,847 -27%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$456K -$77.1K -3,017 -14%
JFA
130
JNBA Financial Advisors
Minnesota
$455K +$138K +5,387 +43%
SC
131
Savant Capital
Illinois
$443K -$30.7K -1,202 -6%
TC
132
Trilogy Capital
California
$438K +$438K +17,119 New
AWM
133
Accel Wealth Management
Iowa
$426K -$95.7K -3,741 -18%
PGFC
134
Peapack-Gladstone Financial Corp
New Jersey
$423K -$138K -5,409 -25%
Pathstone Holdings
135
Pathstone Holdings
New Jersey
$409K +$409K +15,974 New
EA
136
Efficient Advisors
Ohio
$395K -$37.5K -1,466 -9%
OFS
137
OneAscent Financial Services
Alabama
$378K +$378K +14,773 New
AAS
138
Avantax Advisory Services
Texas
$375K -$7.54K -295 -2%
SAG
139
SageView Advisory Group
California
$346K -$501K -20,168 Closed
S4W
140
Solutions 4 Wealth
Texas
$346K +$346K +13,540 New
KBFS
141
Kohmann Bosshard Financial Services
Ohio
$339K -$232K -9,058 -41%
AAM
142
Advisors Asset Management
Colorado
$338K +$8.77K +343 +3%
CBC
143
Coombe, Bender & Co
New York
$332K +$7.34K +287 +2%
WAS
144
Winch Advisory Services
Wisconsin
$328K -$39.1K -1,528 -11%
SA
145
Strategic Advocates
Utah
$325K -$167K -6,546 -34%
KL
146
KWMG LLC
Kansas
$319K +$319K +12,494 New
SWP
147
Stratos Wealth Partners
Ohio
$318K +$318K +12,451 New
BWM
148
Benchmark Wealth Management
Connecticut
$316K +$13.4K +524 +4%
TFS
149
Thoroughbred Financial Services
Tennessee
$314K – – –
Stifel Financial
150
Stifel Financial
Missouri
$293K -$23.8K -932 -8%
4 5
6
7 8