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SPDR Portfolio TIPS ETF

219 hedge funds and large institutions have $548M invested in SPDR Portfolio TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
56
Reduced
77
Closed
21
Calls
$299K
Puts
$202K
Net Calls
+$97K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$248K +$4.91K +194 +2%
US Bancorp
127
US Bancorp
Minnesota
$247K +$67.7K +2,673 +38%
CI
128
Cordant Inc
Oregon
$247K
NL
129
NWAM LLC
Washington
$247K +$27.9K +1,103 +13%
HWM
130
HB Wealth Management
Georgia
$242K
BS
131
Banco Santander
Spain
$242K
GKWIM
132
Gerber Kawasaki Wealth & Investment Management
California
$234K -$198K -7,823 -46%
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$233K -$2.78K -110 -1%
CMMS
134
Comprehensive Money Management Services
Florida
$229K +$229K +9,044 New
KL
135
KWMG LLC
Kansas
$223K +$223K +8,814 New
SWM
136
Silverlake Wealth Management
Vermont
$219K -$456 -18 -0.2%
AF
137
Allworth Financial
California
$209K +$108K +4,240 +107%
OFS
138
OneAscent Financial Services
Alabama
$200K +$200K +7,912 New
Jones Financial Companies
139
Jones Financial Companies
Missouri
$154K +$15.5K +612 +11%
TPCW
140
TD Private Client Wealth
New York
$146K -$177 -7 -0.1%
GSWM
141
Golden State Wealth Management
California
$146K +$146K +5,780 New
JFA
142
JNBA Financial Advisors
Minnesota
$138K
SAM
143
S.A. Mason
Michigan
$133K
CAL
144
Capital Analysts LLC
Pennsylvania
$124K -$11.5K -454 -8%
Citigroup
145
Citigroup
New York
$105K +$7.47K +295 +8%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$101K
PWA
147
Provenance Wealth Advisors
Florida
$101K
PGAM
148
Princeton Global Asset Management
New Jersey
$87.4K
HGERS
149
Householder Group Estate & Retirement Specialist
Arizona
$81K -$75 -3 -0.1%
FW
150
Fairway Wealth
Ohio
$80K +$329 +13 +0.4%