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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

167 hedge funds and large institutions have $1.18B invested in SPDR Portfolio TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
3.43%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.21%
New
25
Increased
57
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LNC
1
Lincoln National Corp
Pennsylvania
$197M
2
LPL Financial
2
LPL Financial
California
$23.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18M
4
GI
4
Glovista Investments
New Jersey
$7.03M
5
PAG
5
Private Advisor Group
New Jersey
$8.04M

Top Sellers

1
State Street
1
State Street
Massachusetts
$130M
2
NC
2
NewSquare Capital
Pennsylvania
$94K
3
CSIA
3
Charles Schwab Investment Advisory
California
$376M
4
FEG
4
Financial Enhancement Group
Indiana
$18.5M
5
Bank of America
5
Bank of America
North Carolina
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
151
Sonora Investment Management
Arizona
$13K +$13K +434 New
US Bancorp
152
US Bancorp
Minnesota
$10K +$10K +329 New
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.52K +$9.52K +316 New
ADL
154
Asset Dedication LLC
California
$9K – – –
CA
155
Clearstead Advisors
Ohio
$8K – – –
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$7K – – –
SPIA
157
Steward Partners Investment Advisory
New York
$6K – – –
LFG
158
LifePlan Financial Group
Ohio
$4K – – –
JFA
159
JNBA Financial Advisors
Minnesota
$2K – – –
SL
160
Savior LLC
Massachusetts
$2K +$2K +55 New
TFA
161
Transamerica Financial Advisors
Florida
$1K -$53.7K -1,343 -98%
CIAS
162
Capital Investment Advisory Services
North Carolina
$1K – – –
OPS
163
Orion Portfolio Solutions
Nebraska
$1K – – –
EW
164
Evoke Wealth
California
$1K – – –
HR
165
Hayden Royal
North Carolina
– -$2.87M -98,757 Closed
BCI
166
Brinker Capital Investments
Pennsylvania
– -$2.67M -92,034 Closed
First Trust Advisors
167
First Trust Advisors
Illinois
– -$1.48M -50,806 Closed
RVPG
168
Relative Value Partners Group
– -$627K -21,612 Closed
ACP
169
Aveo Capital Partners
Colorado
– -$625K -21,534 Closed
Creative Planning
170
Creative Planning
Kansas
– -$584K -20,100 Closed
WI
171
WrapManager Inc
California
– -$297K -10,237 Closed
GM
172
GeoWealth Management
Illinois
– -$268K -9,239 Closed
TSS
173
Two Sigma Securities
New York
– -$212K -7,304 Closed
Bessemer Group
174
Bessemer Group
New Jersey
– -$126K -4,345 Closed
OSAM
175
O'Shaughnessy Asset Management
Connecticut
– -$88K -3,030 Closed
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