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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

236 hedge funds and large institutions have $889M invested in SPDR Portfolio TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
19
Increased
61
Reduced
106
Closed
24
Calls
$33K
Puts
$556K
Net Calls
-$523K
Net Calls Change
+$4K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$11.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.7M
3
GVAG
3
Great Valley Advisor Group
Delaware
$30.5M
4
LNC
4
Lincoln National Corp
Pennsylvania
$214M
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
Bank of America
2
Bank of America
North Carolina
$21M
3
Cerity Partners
3
Cerity Partners
New York
$23.1M
4
LJAC
4
L.J. Altfest & Co
New York
$487K
5
LPL Financial
5
LPL Financial
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$265K -$23K -896 -8%
PWH
152
Priebe Wealth Holdings
Minnesota
$265K -$792K -30,913 -75%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$257K +$6.51K +254 +3%
Wealth Enhancement Advisory Services
154
Wealth Enhancement Advisory Services
Minnesota
$257K +$257K +10,025 New
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$27.5K +1,075 +12%
CI
156
Cordant Inc
Oregon
$250K – – –
SWP
157
Stratos Wealth Partners
Ohio
$250K -$69K -2,692 -22%
HWM
158
HB Wealth Management
Georgia
$245K -$48.4K -1,889 -17%
BS
159
Banco Santander
Spain
$245K – – –
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$239K -$465K -18,168 -66%
CAL
161
Capital Analysts LLC
Pennsylvania
$235K – – –
EIP
162
Ellis Investment Partners
Pennsylvania
$228K +$1.33K +52 +0.6%
KPWS
163
Kestra Private Wealth Services
Texas
$223K – – –
W
164
WealthCollab
Washington
$217K – – –
AAS
165
Avantax Advisory Services
Texas
$216K -$160K -6,248 -43%
TPW
166
Transatlantique Private Wealth
New York
$213K – – –
YWM
167
Yoder Wealth Management
California
$213K – – –
RSWM
168
Robertson Stephens Wealth Management
California
$212K – – –
SHJ
169
Sharkey, Howes & Javer
Colorado
$208K +$208K +8,136 New
BRWA
170
B. Riley Wealth Advisors
Florida
$205K +$205K +8,249 New
PP
171
Prosperity Planning
Missouri
$202K – – –
AWM
172
Ameliora Wealth Management
Switzerland
$199K -$24.8K -969 -11%
US Bancorp
173
US Bancorp
Minnesota
$179K +$999 +39 +0.6%
AF
174
Allworth Financial
California
$153K -$2.51K -98 -2%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$150K +$148K +5,758 +5,235%
5 6
7
8 9