SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $935M invested in 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
Holders
245
Holders Change
+9
Holders Change %
+3.81%
% of All Funds
3.91%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.7M
2
Charles Schwab
2
Charles Schwab
California
$11.6M
3
Cerity Partners
3
Cerity Partners
New York
$18.6M
4
SMM
4
Stadion Money Management
Georgia
$37.4M
5
GF
5
Gries Financial
Ohio
$2.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$52M
2
Jane Street
2
Jane Street
New York
$4.63M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
State Street
4
State Street
Massachusetts
$51.1M
5
LPL Financial
5
LPL Financial
California
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
151
Stifel Financial
Missouri
$308K +$8.97K +361 +3%
TFS
152
Thoroughbred Financial Services
Tennessee
$305K – – –
BWM
153
Benchmark Wealth Management
Connecticut
$294K +$7.63K +307 +3%
FSG
154
Financial Strategies Group
Michigan
$282K +$282K +11,474 New
HWM
155
HB Wealth Management
Georgia
$280K +$43K +1,732 +18%
RWM
156
Ritholtz Wealth Management
New York
$275K – – –
CI
157
Cordant Inc
Oregon
$271K +$228K +9,182 +536%
CA
158
CoreCap Advisors
Michigan
$268K -$199 -8 -0.1%
PPP
159
Private Portfolio Partners
New Jersey
$267K -$67.3K -2,708 -20%
CS
160
Comerica Securities
Michigan
$260K -$944 -38 -0.4%
FCI
161
Financial Counselors Inc
Kansas
$255K +$255K +10,257 New
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$249K -$14.1K -569 -5%
RIA
163
Realta Investment Advisors
Delaware
$249K – – –
Nomura Asset Management
164
Nomura Asset Management
Japan
$248K -$24.8K -1,000 -9%
BS
165
Banco Santander
Spain
$237K – – –
SHJ
166
Sharkey, Howes & Javer
Colorado
$228K +$228K +9,163 New
KPWS
167
Kestra Private Wealth Services
Texas
$219K +$219K +8,797 New
NL
168
NWAM LLC
Washington
$218K -$4.45K -179 -2%
EIP
169
Ellis Investment Partners
Pennsylvania
$218K -$11.6K -468 -5%
AWM
170
Ameliora Wealth Management
Switzerland
$217K -$105K -4,232 -33%
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$214K -$35.4K -1,424 -14%
SS
172
Simplicity Solutions
Minnesota
$214K +$214K +8,610 New
CRC
173
Curi RMB Capital
Illinois
$213K -$33K -1,329 -13%
VPP
174
Vertex Planning Partners
Illinois
$209K +$209K +8,395 New
YWM
175
Yoder Wealth Management
California
$206K – – –
5 6
7
8 9