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State Street SPDR Portfolio TIPS ETF
SPIP

185 hedge funds and large institutions have $1.26B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

98% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 42

11% more funds holding

Funds holding: 167 → 185 (+18)

7% more capital invested

Capital invested by funds: $1.18B → $1.26B (+$82.5M)

2.64% less ownership

Funds ownership: 65.75% → 63.1% (-2.6%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.73%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
35
Increased
83
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$21.1M
2
TF
TIAA FSB
Florida
+$11.3M
3
V
Veritable
Delaware
+$10.5M
4
LNC
Lincoln National Corp
Pennsylvania
+$9.65M
5
FHC
First Heartland Consultants
Missouri
+$8.49M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$24.7M
2
FEG
Financial Enhancement Group
Indiana
-$18.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.58M
4
State Street
State Street
Massachusetts
-$7.49M
5
AssetMark Inc
AssetMark Inc
California
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMIO
151
Beacon Capital Management Inc (Ohio)
Ohio
$78K – – –
BAMG
152
Brand Asset Management Group
Missouri
$75K +$74.9K +2,435 New
Fidelity Investments
153
Fidelity Investments
Massachusetts
$71K -$18.3K -594 -21%
Citigroup
154
Citigroup
New York
$68K -$33.5K -1,088 -33%
GSWM
155
Golden State Wealth Management
California
$53K +$52.4K +1,705 New
GRP
156
Global Retirement Partners
California
$48K – – –
GI
157
Gradient Investments
Minnesota
$48K +$16.2K +527 +52%
PFA
158
Professional Financial Advisors
Nebraska
$43K +$43.2K +1,404 New
ST
159
Smithfield Trust
Pennsylvania
$37K – – –
Deutsche Bank
160
Deutsche Bank
Germany
$33K – – –
CFGS
161
Concourse Financial Group Securities
Alabama
$31K +$16.2K +527 +113%
SFSIG
162
San Francisco Sentry Investment Group
California
$29K – – –
US Bancorp
163
US Bancorp
Minnesota
$27K +$16.5K +538 +164%
SL
164
Savior LLC
Massachusetts
$27K +$25.1K +815 +1,482%
JP Morgan Chase
165
JP Morgan Chase
New York
$21K -$225K -7,332 -92%
RG
166
Retirement Group
California
$21K +$20.8K +678 New
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$21K +$21.1K +686 New
IRC
168
Investors Research Corp
Georgia
$21K +$21.3K +693 New
ZB
169
Zions Bancorporation
Utah
$17K +$16.5K +536 New
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$17K +$16.8K +548 New
CHA
171
Carmichael Hill & Associates
Maryland
$16K – – –
CFD
172
Creative Financial Designs
Indiana
$11K +$10.8K +352 New
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.76K – – –
CA
174
Clearstead Advisors
Ohio
$8K – – –
CPW
175
Catalyst Private Wealth
California
$8K +$7.53K +245 New
4 5 6
7
8

SPIP Hedge Fund Activity: Q3 2020 in Review

185 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2020, worth a combined $1.26B — up 7% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SPIP positions and 14 closed out — a net gain of 21 holders — while 83 added to existing stakes and 42 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.1M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $24.7M.

  • 185 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2020, up from 167 in Q2 2020.
  • Funds reported $1.26B of State Street SPDR Portfolio TIPS ETF stock for Q3 2020, up 7% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2020 and 14 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2020 was LPL Financial, an estimated $21.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2020 was Charles Schwab Investment Advisory, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2020.