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State Street SPDR Portfolio TIPS ETF

247 hedge funds and large institutions have $935M invested in State Street SPDR Portfolio TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

3.31% more ownership

Funds ownership: 61.68%64.99% (+3.3%)

0% more funds holding

Funds holding: 246247 (+1)

0% less capital invested

Capital invested by funds: $935M → $935M (-$488K)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 103

98% less call options, than puts

Call options by funds: $13K | Put options by funds: $540K

Holders
247
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
42
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
151
Horst & Graben Wealth Management
Oregon
$293K +$287K +11,454 New
HWM
152
HB Wealth Management
Georgia
$293K +$3.93K +157 +1%
ATPW
153
Ashton Thomas Private Wealth
Arizona
$288K -$93.6K -3,739 -25%
FSG
154
Financial Strategies Group
Michigan
$286K -$6.43K -257 -2%
NL
155
NWAM LLC
Washington
$274K +$48.7K +1,947 +22%
CA
156
CoreCap Advisors
Michigan
$273K -$2.58K -103 -1%
FCI
157
Financial Counselors Inc
Kansas
$262K
VPP
158
Vertex Planning Partners
Illinois
$253K +$37.7K +1,506 +18%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$250K -$6.23K -249 -2%
CI
160
Cordant Inc
Oregon
$250K -$28.3K -1,130 -10%
BS
161
Banco Santander
Spain
$244K
Prudential Financial
162
Prudential Financial
New Jersey
$237K -$599K -23,928 -72%
CAL
163
Capital Analysts LLC
Pennsylvania
$235K -$81.4K -3,251 -26%
PPP
164
Private Portfolio Partners
New Jersey
$226K -$47.7K -1,907 -18%
EIP
165
Ellis Investment Partners
Pennsylvania
$226K +$1.6K +64 +0.7%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$224K +$3.35K +134 +2%
AWM
167
Ameliora Wealth Management
Switzerland
$224K
KPWS
168
Kestra Private Wealth Services
Texas
$223K -$2.28K -91 -1%
W
169
WealthCollab
Washington
$216K +$212K +8,464 New
AWS
170
Atria Wealth Solutions
New York
$215K -$667K -26,666 -76%
TPW
171
Transatlantique Private Wealth
New York
$213K +$209K +8,333 New
YWM
172
Yoder Wealth Management
California
$212K
RSWM
173
Robertson Stephens Wealth Management
California
$212K
IFG
174
Independent Financial Group
California
$206K
PP
175
Prosperity Planning
Missouri
$202K +$197K +7,882 New

SPIP Hedge Fund Activity: Q4 2023 in Review

247 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2023, worth a combined $935M — down 0.05% from $935M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPIP positions and 37 closed out — a net gain of 5 holders — while 62 added to existing stakes and 103 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $22.3M. The largest seller was Stadion Money Management, cutting an estimated $15.8M.

  • 247 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2023, up from 246 in Q3 2023.
  • Funds reported $935M of State Street SPDR Portfolio TIPS ETF stock for Q4 2023, down 0.05% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2023 and 37 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2023 was Great Valley Advisor Group, an estimated $22.3M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2023 was Stadion Money Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2023.