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State Street SPDR Portfolio TIPS ETF
SPIP

201 hedge funds and large institutions have $1.39B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

78% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 50

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

11% more capital invested

Capital invested by funds: $1.26B → $1.39B (+$132M)

9% more funds holding

Funds holding: 185 → 201 (+16)

1.87% more ownership

Funds ownership: 63.1% → 64.98% (+1.9%)

Holders
201
Holders Change
+16
Holders Change %
+8.65%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
35
Increased
89
Reduced
50
Closed
16
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
+$19.8M
2
LPL Financial
LPL Financial
California
+$15.2M
3
LNC
Lincoln National Corp
Pennsylvania
+$12.5M
4
Jane Street
Jane Street
New York
+$9.78M
5
OC
Oppenheimer & Co
New York
+$7.38M

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$5.84M
2
BIP
Blueprint Investment Partners
North Carolina
-$4.81M
3
CIM
Cambria Investment Management
California
-$4.66M
4
AI
Atria Investments
North Carolina
-$4.38M
5
HR
Hayden Royal
North Carolina
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
151
Sowell Financial Services
Arkansas
$227K +$2.83K +92 +1%
RI
152
Ridgewood Investments
New Jersey
$221K – – –
WWM
153
Western Wealth Management
Colorado
$217K -$778K -25,315 -78%
Fisher Asset Management
154
Fisher Asset Management
Washington
$210K +$207K +6,735 New
SAM
155
S.A. Mason
Michigan
$163K – – –
FCB
156
First Command Bank
Texas
$158K – – –
FCFS
157
First Command Financial Services
Texas
$158K – – –
Deutsche Bank
158
Deutsche Bank
Germany
$139K +$105K +3,400 +321%
Barclays
159
Barclays
United Kingdom
$126K +$124K +4,032 New
William Blair & Company
160
William Blair & Company
Illinois
$122K – – –
CF
161
Centaurus Financial
California
$109K +$107K +3,488 New
GWS
162
Glassman Wealth Services
Virginia
$108K – – –
BCMIO
163
Beacon Capital Management Inc (Ohio)
Ohio
$79K -$92 -3 -0.1%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$79K +$7.53K +245 +11%
BAMG
165
Brand Asset Management Group
Missouri
$77K +$676 +22 +0.9%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$64K -$15.2K -496 -19%
GRP
167
Global Retirement Partners
California
$49K – – –
GI
168
Gradient Investments
Minnesota
$48K – – –
PFA
169
Professional Financial Advisors
Nebraska
$44K +$61 +2 +0.1%
AWM
170
Accel Wealth Management
Iowa
$40K +$39.7K +1,292 New
ST
171
Smithfield Trust
Pennsylvania
$37K – – –
Citigroup
172
Citigroup
New York
$36K -$31.9K -1,036 -47%
CFGS
173
Concourse Financial Group Securities
Alabama
$34K +$2.77K +90 +9%
IRC
174
Investors Research Corp
Georgia
$34K +$11.7K +382 +55%
SL
175
Savior LLC
Massachusetts
$33K +$6.15K +200 +23%
5 6
7
8 9

SPIP Hedge Fund Activity: Q4 2020 in Review

201 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2020, worth a combined $1.39B — up 11% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SPIP positions and 16 closed out — a net gain of 19 holders — while 89 added to existing stakes and 50 trimmed.

The largest buyer was Financial Advocates Investment Management, opening a new position worth an estimated $19.8M. The largest seller was First Heartland Consultants, cutting an estimated $5.84M.

  • 201 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2020, up from 185 in Q3 2020.
  • Funds reported $1.39B of State Street SPDR Portfolio TIPS ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2020 and 16 closed out, a net change of +19 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2020 was Financial Advocates Investment Management, an estimated $19.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2020 was First Heartland Consultants, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2020.