SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $1.08B invested in SPDR Portfolio TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-26
Holders Change %
-9.59%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
21
Increased
69
Reduced
116
Closed
40
Calls
$2.76M
Puts
$1.49M
Net Calls
+$1.27M
Net Calls Change
-$2.13M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$17.3M
2
MWM
2
Merriman Wealth Management
Washington
$6.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.9M
4
BCM
4
BlueCrest Capital Management
Jersey
$3.38M
5
PFS
5
Prospera Financial Services
Texas
$12.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$109M
2
SMM
2
Stadion Money Management
Georgia
$48M
3
Bank of America
3
Bank of America
North Carolina
$66.6M
4
LPL Financial
4
LPL Financial
California
$65.9M
5
PAG
5
Private Advisor Group
New Jersey
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
151
Ritholtz Wealth Management
New York
$295K – – –
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$291K -$3.6K -135 -1%
BRWA
153
B. Riley Wealth Advisors
Florida
$289K -$37.3K -1,400 -11%
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$284K -$3.41K -128 -1%
CS
155
Comerica Securities
Michigan
$277K +$66K +2,474 +31%
Northern Trust
156
Northern Trust
Illinois
$276K +$276K +10,352 New
CRC
157
Curi RMB Capital
Illinois
$275K +$480 +18 +0.2%
EIP
158
Ellis Investment Partners
Pennsylvania
$264K -$20.1K -752 -7%
RIA
159
Realta Investment Advisors
Delaware
$261K -$10.2K -381 -4%
HWM
160
HB Wealth Management
Georgia
$255K -$27 -1 -0%
BS
161
Banco Santander
Spain
$255K -$255K -9,548 -50%
HH
162
Hilltop Holdings
Texas
$251K -$551K -20,647 -69%
TSS
163
Two Sigma Securities
New York
$246K -$38.7K -1,452 -14%
LJAC
164
L.J. Altfest & Co
New York
$246K -$60.3K -2,256 -20%
TB
165
Treynor Bancshares
Iowa
$243K – – –
PTC
166
Private Trust Company
Ohio
$243K +$56.4K +2,114 +30%
SIC
167
Samalin Investment Counsel
New York
$240K -$206K -7,730 -46%
HAG
168
HF Advisory Group
Maryland
$240K +$17.3K +647 +8%
EH
169
Equitable Holdings
New York
$237K -$194K -7,285 -45%
IA
170
IFP Advisors
Florida
$229K -$153K -2,771 -40%
YWM
171
Yoder Wealth Management
California
$221K +$221K +8,300 New
MC
172
Moors & Cabot
Massachusetts
$221K +$221K +8,297 New
CIG
173
Cascade Investment Group
Colorado
$218K -$3.2K -120 -1%
SWM
174
Spire Wealth Management
Virginia
$218K +$200K +7,506 +1,144%
NL
175
NWAM LLC
Washington
$212K +$212K +7,935 New
5 6
7
8 9