We are live on ! Find out more
SPIP icon

State Street SPDR Portfolio TIPS ETF

246 hedge funds and large institutions have $935M invested in State Street SPDR Portfolio TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $241K | Put options by funds: $60K

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

4% more funds holding

Funds holding: 237246 (+9)

1.95% more ownership

Funds ownership: 59.73%61.68% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8% less capital invested

Capital invested by funds: $1.02B → $935M (-$79.7M)

34% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 103

Holders
246
Holders Change
+9
Holders Change %
+3.8%
% of All Funds
3.9%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
68
Reduced
103
Closed
22
Calls
$241K
Puts
$60K
Net Calls
+$181K
Net Calls Change
+$298K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$308K +$9.15K +361 +3%
TFS
152
Thoroughbred Financial Services
Tennessee
$305K
BWM
153
Benchmark Wealth Management
Connecticut
$294K +$7.79K +307 +3%
FSG
154
Financial Strategies Group
Michigan
$282K +$291K +11,474 New
HWM
155
HB Wealth Management
Georgia
$280K +$43.9K +1,732 +18%
RWM
156
Ritholtz Wealth Management
New York
$275K
CI
157
Cordant Inc
Oregon
$271K +$233K +9,182 +536%
CA
158
CoreCap Advisors
Michigan
$268K -$203 -8 -0.1%
PPP
159
Private Portfolio Partners
New Jersey
$267K -$68.7K -2,708 -20%
CS
160
Comerica Securities
Michigan
$260K -$964 -38 -0.4%
FCI
161
Financial Counselors Inc
Kansas
$255K +$260K +10,257 New
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$249K -$14.4K -569 -5%
RIA
163
Realta Investment Advisors
Delaware
$249K
Nomura Asset Management
164
Nomura Asset Management
Japan
$248K -$25.4K -1,000 -9%
BS
165
Banco Santander
Spain
$237K
SHJ
166
Sharkey, Howes & Javer
Colorado
$228K +$232K +9,163 New
KPWS
167
Kestra Private Wealth Services
Texas
$219K +$223K +8,797 New
NL
168
NWAM LLC
Washington
$218K -$4.54K -179 -2%
EIP
169
Ellis Investment Partners
Pennsylvania
$218K -$11.9K -468 -5%
AWM
170
Ameliora Wealth Management
Switzerland
$217K -$107K -4,232 -33%
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$214K -$36.1K -1,424 -14%
SS
172
Simplicity Solutions
Minnesota
$214K +$218K +8,610 New
CRC
173
Curi RMB Capital
Illinois
$213K -$33.7K -1,329 -13%
VPP
174
Vertex Planning Partners
Illinois
$209K +$213K +8,395 New
YWM
175
Yoder Wealth Management
California
$206K

SPIP Hedge Fund Activity: Q3 2023 in Review

246 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2023, worth a combined $935M — down 7.9% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SPIP positions and 22 closed out — a net gain of 11 holders — while 68 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.1M. The largest seller was Bank of America, cutting an estimated $16.1M.

  • 246 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2023, up from 237 in Q2 2023.
  • Funds reported $935M of State Street SPDR Portfolio TIPS ETF stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2023 and 22 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2023 was Morgan Stanley, an estimated $13.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2023 was Bank of America, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2023.