SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

223 hedge funds and large institutions have $623M invested in SPDR Portfolio TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-13
Holders Change %
-5.51%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
21
Increased
70
Reduced
94
Closed
31
Calls
$114K
Puts
$102K
Net Calls
+$12K
Net Calls Change
+$535K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$95.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.63M
3
AIA
Alera Investment Advisors
Illinois
$4.96M
4
GVAG
Great Valley Advisor Group
Delaware
$34.1M
5
NA
NewEdge Advisors
Louisiana
$5.27M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
$865K
3
FIA
Foundations Investment Advisors
Arizona
$0
4
MWM
Mosley Wealth Management
California
$0
5
SMM
Stadion Money Management
Georgia
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$289K +$3.64K +143 +1%
TPCW
127
TD Private Client Wealth
New York
$286K +$5.11K +201 +2%
FSG
128
Financial Strategies Group
Michigan
$275K -$11.4K -450 -4%
ATPW
129
Ashton Thomas Private Wealth
Arizona
$270K +$6.66K +262 +3%
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$1.75K +69 +0.7%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$249K -$5.54K -218 -2%
CI
132
Cordant Inc
Oregon
$248K – – –
TC
133
TownSquare Capital
Utah
$246K -$58K -2,282 -19%
HWM
134
HB Wealth Management
Georgia
$243K – – –
BS
135
Banco Santander
Spain
$243K – – –
OFS
136
OneAscent Financial Services
Alabama
$240K -$55.1K -2,165 -19%
JFA
137
JNBA Financial Advisors
Minnesota
$236K -$135K -5,316 -36%
NWM
138
Northwest Wealth Management
Iowa
$229K -$271K -10,669 -54%
CAL
139
Capital Analysts LLC
Pennsylvania
$226K -$6.8K -268 -3%
SWM
140
Silverlake Wealth Management
Vermont
$219K +$219K +8,626 New
HighTower Advisors
141
HighTower Advisors
Illinois
$217K +$217K +8,515 New
W
142
WealthCollab
Washington
$215K – – –
TPW
143
Transatlantique Private Wealth
New York
$212K – – –
YWM
144
Yoder Wealth Management
California
$211K – – –
KeyBank National Association
145
KeyBank National Association
Ohio
$208K +$208K +8,176 New
WWM
146
Western Wealth Management
Colorado
$206K -$79.3K -3,119 -28%
SHJ
147
Sharkey, Howes & Javer
Colorado
$201K -$5.85K -230 -3%
US Bancorp
148
US Bancorp
Minnesota
$180K +$2.8K +110 +2%
AWM
149
Ameliora Wealth Management
Switzerland
$156K -$42K -1,654 -21%
AF
150
Allworth Financial
California
$141K -$11.6K -456 -8%
4 5
6
7 8