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 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
–
Holders Change %
0%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
41
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$23.5M
2
GP
2
Greenline Partners
New York
$11.1M
3
Cerity Partners
3
Cerity Partners
New York
$28.3M
4
LNC
4
Lincoln National Corp
Pennsylvania
$207M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.46M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$22.3M
2
Bank of America
2
Bank of America
North Carolina
$39.9M
3
LPL Financial
3
LPL Financial
California
$46.3M
4
PFS
4
Prospera Financial Services
Texas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
151
Horst & Graben Wealth Management
Oregon
$293K +$293K +11,454 New
HWM
152
HB Wealth Management
Georgia
$293K +$4.01K +157 +1%
ATPW
153
Ashton Thomas Private Wealth
Arizona
$288K -$95.6K -3,739 -25%
FSG
154
Financial Strategies Group
Michigan
$286K -$6.55K -257 -2%
NL
155
NWAM LLC
Washington
$274K +$49.8K +1,947 +22%
CA
156
CoreCap Advisors
Michigan
$273K -$2.63K -103 -1%
FCI
157
Financial Counselors Inc
Kansas
$262K – – –
VPP
158
Vertex Planning Partners
Illinois
$253K +$38.5K +1,506 +18%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$250K -$6.37K -249 -2%
CI
160
Cordant Inc
Oregon
$250K -$28.9K -1,130 -10%
BS
161
Banco Santander
Spain
$244K – – –
Prudential Financial
162
Prudential Financial
New Jersey
$237K -$612K -23,928 -72%
CAL
163
Capital Analysts LLC
Pennsylvania
$235K -$83.3K -3,251 -26%
PPP
164
Private Portfolio Partners
New Jersey
$226K -$48.8K -1,907 -18%
EIP
165
Ellis Investment Partners
Pennsylvania
$226K +$1.64K +64 +0.7%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$224K +$3.43K +134 +2%
AWM
167
Ameliora Wealth Management
Switzerland
$224K – – –
KPWS
168
Kestra Private Wealth Services
Texas
$223K -$2.33K -91 -1%
W
169
WealthCollab
Washington
$216K +$216K +8,464 New
AWS
170
Atria Wealth Solutions
New York
$215K -$682K -26,666 -76%
TPW
171
Transatlantique Private Wealth
New York
$213K +$213K +8,333 New
YWM
172
Yoder Wealth Management
California
$212K – – –
RSWM
173
Robertson Stephens Wealth Management
California
$212K – – –
PP
174
Prosperity Planning
Missouri
$202K +$202K +7,882 New
PGAM
175
Princeton Global Asset Management
New Jersey
$198K – – –
5 6
7
8 9