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State Street SPDR Portfolio TIPS ETF
SPIP

209 hedge funds and large institutions have $534M invested in State Street SPDR Portfolio TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 105 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $678K | Put options by funds: $210K

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.18% less ownership

Funds ownership: 60.86% → 58.68% (-2.2%)

7% less funds holding

Funds holding: 225 → 209 (-16)

14% less capital invested

Capital invested by funds: $623M → $534M (-$90M)

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

60% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 105

Holders
209
Holders Change
-16
Holders Change %
-7.11%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
42
Reduced
105
Closed
31
Calls
$678K
Puts
$210K
Net Calls
+$468K
Net Calls Change
+$456K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$9.24M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.78M
3
SMM
Stadion Money Management
Georgia
+$1.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$569K
5
EIA
Eldridge Investment Advisors
New Hampshire
+$569K

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
-$24.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$11.7M
3
JP Morgan Chase
JP Morgan Chase
New York
-$9.07M
4
LPL Financial
LPL Financial
California
-$5.41M
5
NA
NewEdge Advisors
Louisiana
-$4.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
126
NWAM LLC
Washington
$227K +$223K +8,648 New
TC
127
TownSquare Capital
Utah
$224K -$30.4K -1,177 -12%
W
128
WealthCollab
Washington
$222K – – –
TPW
129
Transatlantique Private Wealth
New York
$219K – – –
YWM
130
Yoder Wealth Management
California
$218K – – –
CST
131
Charles Schwab Trust
Nevada
$218K +$214K +8,288 New
NWM
132
Northwest Wealth Management
Iowa
$207K -$29.7K -1,150 -13%
PP
133
Prosperity Planning
Missouri
$206K +$202K +7,826 New
US Bancorp
134
US Bancorp
Minnesota
$187K +$129 +5 +0.1%
TPCW
135
TD Private Client Wealth
New York
$152K -$141K -5,473 -49%
Jones Financial Companies
136
Jones Financial Companies
Missouri
$144K +$87.5K +3,387 +162%
JFA
137
JNBA Financial Advisors
Minnesota
$143K -$99.2K -3,838 -41%
CAL
138
Capital Analysts LLC
Pennsylvania
$141K -$91.6K -3,543 -40%
SAM
139
S.A. Mason
Michigan
$138K – – –
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$105K -$362 -14 -0.3%
PWA
141
Provenance Wealth Advisors
Florida
$105K – – –
AF
142
Allworth Financial
California
$104K -$40.2K -1,556 -28%
Citigroup
143
Citigroup
New York
$102K +$12.3K +476 +14%
PGAM
144
Princeton Global Asset Management
New Jersey
$90.8K -$37.6K -1,455 -30%
HGERS
145
Householder Group Estate & Retirement Specialist
Arizona
$85K +$672 +26 +0.8%
FW
146
Fairway Wealth
Ohio
$82.8K -$13.7K -531 -14%
PTC
147
Private Trust Company
Ohio
$80.9K -$129 -5 -0.2%
PS
148
Principal Securities
Iowa
$72.2K – – –
TCG
149
Transcendent Capital Group
Oklahoma
$63.2K +$52 +2 +0.1%
FFA
150
Farther Finance Advisors
California
$62.4K +$3.36K +130 +6%
4 5
6
7 8

SPIP Hedge Fund Activity: Q3 2024 in Review

209 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2024, worth a combined $534M — down 14% from $623M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SPIP and 16 opened new positions — a net loss of 15 holders — while 105 trimmed existing stakes and 42 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $9.24M. The largest seller was Great Valley Advisor Group, cutting an estimated $24.6M.

  • 209 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2024, down from 225 in Q2 2024.
  • Funds reported $534M of State Street SPDR Portfolio TIPS ETF stock for Q3 2024, down 14% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2024 and 31 closed out, a net change of -15 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2024 was Flow Traders U.S., an estimated $9.24M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2024 was Great Valley Advisor Group, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2024.