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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

236 hedge funds and large institutions have $889M invested in SPDR Portfolio TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
19
Increased
61
Reduced
106
Closed
24
Calls
$33K
Puts
$556K
Net Calls
-$523K
Net Calls Change
+$4K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.7M
3
GVAG
Great Valley Advisor Group
Delaware
$30.5M
4
LNC
Lincoln National Corp
Pennsylvania
$214M
5
VBFP
Valtinson Bruner Financial Planning
Minnesota
$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$15.1M
2
Bank of America
Bank of America
North Carolina
$21M
3
Cerity Partners
Cerity Partners
New York
$23.1M
4
LJAC
L.J. Altfest & Co
New York
$487K
5
LPL Financial
LPL Financial
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
126
Fifth Third Securities
Ohio
$413K -$167K -6,511 -29%
Pathstone Holdings
127
Pathstone Holdings
New Jersey
$409K – – –
AWM
128
Accel Wealth Management
Iowa
$403K -$23.6K -921 -6%
EA
129
Efficient Advisors
Ohio
$396K +$256 +10 +0.1%
Mariner
130
Mariner
Kansas
$392K -$257K -10,025 -40%
JFA
131
JNBA Financial Advisors
Minnesota
$374K -$82.4K -3,218 -18%
AAM
132
Advisors Asset Management
Colorado
$368K +$29.2K +1,140 +9%
DWM
133
Drive Wealth Management
Utah
$357K -$132K -5,151 -27%
NWM
134
Napa Wealth Management
California
$351K +$351K +13,689 New
S4W
135
Solutions 4 Wealth
Texas
$347K – – –
CBC
136
Coombe, Bender & Co
New York
$333K +$487 +19 +0.1%
PGFC
137
Peapack-Gladstone Financial Corp
New Jersey
$324K -$99.7K -3,892 -24%
BWM
138
Benchmark Wealth Management
Connecticut
$316K – – –
TFS
139
Thoroughbred Financial Services
Tennessee
$314K – – –
TC
140
TownSquare Capital
Utah
$307K -$180K -7,029 -37%
OFS
141
OneAscent Financial Services
Alabama
$297K -$81.3K -3,174 -21%
NL
142
NWAM LLC
Washington
$291K +$20K +792 +7%
WWM
143
Western Wealth Management
Colorado
$288K -$195K -7,622 -40%
HGWM
144
Horst & Graben Wealth Management
Oregon
$288K -$5.79K -226 -2%
Stifel Financial
145
Stifel Financial
Missouri
$287K -$6.46K -252 -2%
FSG
146
Financial Strategies Group
Michigan
$287K +$1.55K +61 +0.5%
TC
147
Trilogy Capital
California
$286K -$152K -5,945 -35%
TPCW
148
TD Private Client Wealth
New York
$283K -$385K -15,045 -58%
Prudential Financial
149
Prudential Financial
New Jersey
$283K +$44.7K +1,746 +19%
CA
150
CoreCap Advisors
Michigan
$274K -$26 -1 -0%
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