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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

185 hedge funds and large institutions have $1.26B invested in 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
Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.74%
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

1
LPL Financial
1
LPL Financial
California
$45.5M
2
TF
2
TIAA FSB
Florida
$26.1M
3
V
3
Veritable
Delaware
$11.1M
4
LNC
4
Lincoln National Corp
Pennsylvania
$212M
5
FHC
5
First Heartland Consultants
Missouri
$8.53M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$360M
2
FEG
2
Financial Enhancement Group
Indiana
$409K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
State Street
4
State Street
Massachusetts
$125M
5
AssetMark Inc
5
AssetMark Inc
California
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMIO
151
Beacon Capital Management Inc (Ohio)
Ohio
$78K – – –
BAMG
152
Brand Asset Management Group
Missouri
$75K +$75K +2,435 New
Fidelity Investments
153
Fidelity Investments
Massachusetts
$71K -$18.4K -594 -21%
Citigroup
154
Citigroup
New York
$68K -$33.5K -1,088 -33%
GSWM
155
Golden State Wealth Management
California
$53K +$53K +1,705 New
GRP
156
Global Retirement Partners
California
$48K – – –
GI
157
Gradient Investments
Minnesota
$48K +$16.4K +527 +52%
PFA
158
Professional Financial Advisors
Nebraska
$43K +$43K +1,404 New
ST
159
Smithfield Trust
Pennsylvania
$37K – – –
Deutsche Bank
160
Deutsche Bank
Germany
$33K – – –
CFGS
161
Concourse Financial Group Securities
Alabama
$31K +$16.5K +527 +113%
SFSIG
162
San Francisco Sentry Investment Group
California
$29K – – –
US Bancorp
163
US Bancorp
Minnesota
$27K +$16.8K +538 +164%
SL
164
Savior LLC
Massachusetts
$27K +$25.3K +815 +1,482%
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$21K -$232K -7,332 -92%
RG
166
Retirement Group
California
$21K +$21K +678 New
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$21K +$21K +686 New
IRC
168
Investors Research Corp
Georgia
$21K +$21K +693 New
ZB
169
Zions Bancorporation
Utah
$17K +$17K +536 New
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$17K +$17K +548 New
CHA
171
Carmichael Hill & Associates
Maryland
$16K – – –
CFD
172
Creative Financial Designs
Indiana
$11K +$11K +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 +$8K +245 New
4 5 6
7
8