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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

163 hedge funds and large institutions have $1.16B invested in SPDR Portfolio TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-2
Holders Change %
-1.21%
% of All Funds
3.6%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
24
Increased
47
Reduced
65
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$385M
2
NC
2
NewSquare Capital
Pennsylvania
$25.4M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$8.28M
4
LPL Financial
4
LPL Financial
California
$10.7M
5
CIM
5
Cambria Investment Management
California
$5.51M

Top Sellers

1
State Street
1
State Street
Massachusetts
$152M
2
AssetMark Inc
2
AssetMark Inc
California
$19.9M
3
LNC
3
Lincoln National Corp
Pennsylvania
$174M
4
Bank of America
4
Bank of America
North Carolina
$28.5M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Clearstead Advisors
Ohio
$8K +$8K +273 New
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$7K – – –
SFSG
153
Stearns Financial Services Group
North Carolina
$6K +$6K +221 New
SPIA
154
Steward Partners Investment Advisory
New York
$5K – – –
LFG
155
LifePlan Financial Group
Ohio
$4K -$1.17K -43 -23%
LPWM
156
Lake Point Wealth Management
Texas
$4K – – –
JFA
157
JNBA Financial Advisors
Minnesota
$2K – – –
OPS
158
Orion Portfolio Solutions
Nebraska
$1K -$6.91K -290 -87%
CIAS
159
Capital Investment Advisory Services
North Carolina
$1K – – –
EW
160
Evoke Wealth
California
$697 +$697 +24 New
MWM
161
Merriman Wealth Management
Washington
– -$7.71M -270,102 Closed
BFA
162
Beaumont Financial Advisors
Massachusetts
– -$510K -17,863 Closed
FHC
163
First Heartland Consultants
Missouri
– -$351K -12,296 Closed
MHS
164
M Holdings Securities
Oregon
– -$310K -10,848 Closed
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
– -$246K -8,622 Closed
AI
166
Atria Investments
North Carolina
– -$242K -8,472 Closed
W
167
WealthOne
New York
– -$240K -8,398 Closed
BRC
168
Bell Rock Capital
Delaware
– -$211K -7,364 Closed
AWM
169
Affinity Wealth Management
Delaware
– -$208K -7,284 Closed
IFWM
170
Institute for Wealth Management
Colorado
– -$111K -3,885 Closed
VCM
171
Vigilant Capital Management
Maine
– -$42K -1,480 Closed
MA
172
MCF Advisors
Kentucky
– -$31K -1,084 Closed
EI
173
Ellevest Inc
New York
– -$14K -496 Closed
TA
174
TFG Advisers
Michigan
– -$12K -425 Closed
CFD
175
Creative Financial Designs
Indiana
– -$12K -408 Closed
4 5 6
7
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