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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

223 hedge funds and large institutions have $623M invested in SPDR Portfolio TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-13
Holders Change %
-5.51%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
21
Increased
70
Reduced
94
Closed
31
Calls
$114K
Puts
$102K
Net Calls
+$12K
Net Calls Change
+$535K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$95.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.63M
3
AIA
Alera Investment Advisors
Illinois
$4.96M
4
GVAG
Great Valley Advisor Group
Delaware
$34.1M
5
NA
NewEdge Advisors
Louisiana
$5.27M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
$865K
3
FIA
Foundations Investment Advisors
Arizona
$0
4
MWM
Mosley Wealth Management
California
$0
5
SMM
Stadion Money Management
Georgia
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
S.A. Mason
Michigan
$133K – – –
PGAM
152
Princeton Global Asset Management
New Jersey
$125K -$12K -473 -9%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$102K +$102K +4,000 +23,529%
PWA
154
Provenance Wealth Advisors
Florida
$102K – – –
FW
155
Fairway Wealth
Ohio
$93.5K +$127 +5 +0.1%
Citigroup
156
Citigroup
New York
$86.2K – – –
HGERS
157
Householder Group Estate & Retirement Specialist
Arizona
$81K -$781 -31 -1%
PTC
158
Private Trust Company
Ohio
$78.4K – – –
NFSG
159
Newbridge Financial Services Group
Florida
$69.9K +$1.04K +41 +2%
PS
160
Principal Securities
Iowa
$69.8K -$2.77K -109 -4%
RIA
161
Realta Investment Advisors
Delaware
$69.4K +$127 +5 +0.2%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$62K -$175K -6,879 -74%
TCG
163
Transcendent Capital Group
Oklahoma
$61.1K +$127 +5 +0.2%
SFFS
164
Stonehage Fleming Financial Services
Jersey
$56.9K – – –
FFA
165
Farther Finance Advisors
California
$56.5K -$2.9K -115 -5%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$53.2K +$53.2K +2,091 New
SAM
167
Smartleaf Asset Management
Massachusetts
$50.7K – – –
WAS
168
Winch Advisory Services
Wisconsin
$48K +$915 +36 +2%
WOSD
169
WFA of San Diego
California
$45.4K +$45.4K +1,785 New
William Blair & Company
170
William Blair & Company
Illinois
$40.2K -$4.3K -169 -10%
FMII
171
Farmers & Merchants Investments Inc
Nebraska
$30.9K +$30.9K +1,217 New
ATC
172
Adirondack Trust Company
New York
$28.7K – – –
1IA
173
1620 Investment Advisors
Massachusetts
$26.2K +$26.2K +1,030 New
IAIM
174
International Assets Investment Management
Florida
$24.4K +$24.4K +962 New
HI
175
Harbour Investments
Wisconsin
$24.1K +$102 +4 +0.4%
5 6
7
8 9