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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

236 hedge funds and large institutions have $1.01B invested in SPDR Portfolio TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
24
Increased
62
Reduced
111
Closed
31
Calls
$320K
Puts
$437K
Net Calls
-$117K
Net Calls Change
-$1.39M

Top Buyers

1
Jane Street
1
Jane Street
New York
$14.4M
2
FIA
2
Foundations Investment Advisors
Arizona
$10.1M
3
Bank of America
3
Bank of America
North Carolina
$70.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.04M
5
LNC
5
Lincoln National Corp
Pennsylvania
$204M

Top Sellers

1
State Street
1
State Street
Massachusetts
$59.1M
2
SMM
2
Stadion Money Management
Georgia
$33.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M
4
Truist Financial
4
Truist Financial
North Carolina
$4.79M
5
CSIA
5
Charles Schwab Investment Advisory
California
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
151
Comerica Securities
Michigan
$272K +$3.26K +126 +1%
PGAM
152
Princeton Global Asset Management
New Jersey
$272K -$17.4K -673 -6%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$260K -$15.8K -611 -6%
CRC
154
Curi RMB Capital
Illinois
$256K -$10.9K -423 -4%
CPRC
155
Consolidated Portfolio Review Corp
New York
$254K +$254K +9,847 New
FBB
156
Fulton Breakefield Broenniman
Maryland
$252K +$252K +9,758 New
RIA
157
Realta Investment Advisors
Delaware
$249K -$3.64K -141 -1%
JPMorgan Chase & Co
158
JPMorgan Chase & Co
New York
$248K -$1.06M -40,901 -81%
HWM
159
HB Wealth Management
Georgia
$247K – – –
BS
160
Banco Santander
Spain
$247K – – –
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$246K -$113K -4,356 -31%
HAG
162
HF Advisory Group
Maryland
$242K +$8.73K +338 +4%
BRWA
163
B. Riley Wealth Advisors
Florida
$241K -$39.4K -1,524 -14%
EIP
164
Ellis Investment Partners
Pennsylvania
$239K -$17.1K -662 -7%
AT
165
American Trust
Kentucky
$236K -$244K -9,446 -51%
NL
166
NWAM LLC
Washington
$231K +$26.4K +1,020 +13%
YWM
167
Yoder Wealth Management
California
$214K – – –
SWM
168
Spire Wealth Management
Virginia
$211K +$284 +11 +0.1%
EH
169
Equitable Holdings
New York
$208K -$21.6K -836 -9%
PP
170
Prosperity Planning
Missouri
$204K – – –
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$201K -$154K -5,972 -43%
TPW
172
Transatlantique Private Wealth
New York
$200K +$200K +7,744 New
AF
173
Allworth Financial
California
$183K +$103 +4 +0.1%
SAM
174
S.A. Mason
Michigan
$140K – – –
OP
175
ORG Partners
Indiana
$127K +$127K +4,928 New
5 6
7
8 9