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State Street SPDR Portfolio TIPS ETF
SPIP

263 hedge funds and large institutions have $1.91B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 19

120% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 55

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

14% more capital invested

Capital invested by funds: $1.67B → $1.91B (+$238M)

9% more funds holding

Funds holding: 242 → 263 (+21)

2.69% less ownership

Funds ownership: 64.95% → 62.26% (-2.7%)

Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
4.6%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
45
Increased
121
Reduced
55
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$77.8M
2
AssetMark Inc
AssetMark Inc
California
+$70.3M
3
LPL Financial
LPL Financial
California
+$45.8M
4
Ameriprise
Ameriprise
Minnesota
+$35.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$21.4M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$80.6M
2
RJA
Raymond James & Associates
Florida
-$19.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.9M
4
Jane Street
Jane Street
New York
-$8.59M
5
State Street
State Street
Massachusetts
-$7.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
151
Advisors Asset Management
Colorado
$489K +$45.4K +1,446 +10%
KBFS
152
Kohmann Bosshard Financial Services
Ohio
$488K – – –
AWA
153
Acorn Wealth Advisors
Michigan
$481K +$7K +223 +1%
Mirae Asset Global Investments
154
Mirae Asset Global Investments
South Korea
$467K – – –
RI
155
Ridgewood Investments
New Jersey
$459K +$52.8K +1,681 +13%
BJL
156
Brighton Jones LLC
Washington
$451K +$28.4K +903 +7%
ATPW
157
Ashton Thomas Private Wealth
Arizona
$440K +$17.9K +569 +4%
AP
158
Advisors Preferred
Maryland
$440K +$444K +14,132 New
TFS
159
Thoroughbred Financial Services
Tennessee
$432K +$8.32K +265 +2%
CW
160
CreativeOne Wealth
Kansas
$425K -$8.51K -271 -2%
ESB
161
Essex Savings Bank
Connecticut
$425K – – –
JP Morgan Chase
162
JP Morgan Chase
New York
$404K -$80.6M -2,566,783 -99%
SIC
163
Samalin Investment Counsel
New York
$400K +$16.8K +535 +4%
AF
164
Allworth Financial
California
$398K -$375K -11,940 -48%
HB
165
Homrich & Berg
Georgia
$397K – – –
BAM
166
Belpointe Asset Management
Nevada
$390K +$149K +4,754 +61%
FA
167
Flagstar Advisors
New York
$387K +$391K +12,446 New
Comerica Bank
168
Comerica Bank
Texas
$386K – – –
VAG
169
VisionPoint Advisory Group
Texas
$386K +$384K +12,229 New
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$385K -$297K -9,465 -43%
MWM
171
Midwest Wealth Management
Indiana
$384K +$23.4K +744 +6%
CCP
172
Cassia Capital Partners
North Carolina
$384K +$388K +12,353 New
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$375K +$10.3K +328 +3%
NCM
174
Northwest Capital Management
Oregon
$375K +$376K +11,976 New
FAIM
175
Financial Advocates Investment Management
Washington
$365K +$22.6K +719 +7%
5 6
7
8 9

SPIP Hedge Fund Activity: Q3 2021 in Review

263 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2021, worth a combined $1.91B — up 14% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIP positions and 19 closed out — a net gain of 26 holders — while 121 added to existing stakes and 55 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $77.8M. The largest seller was JP Morgan Chase, cutting an estimated $80.6M.

  • 263 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2021, up from 242 in Q2 2021.
  • Funds reported $1.91B of State Street SPDR Portfolio TIPS ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2021 and 19 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2021 was 3EDGE Asset Management, an estimated $77.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2021 was JP Morgan Chase, an estimated $80.6M sold.

Based on aggregated 13F filings for Q3 2021.