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SPDR Portfolio TIPS ETF

219 hedge funds and large institutions have $548M invested in SPDR Portfolio TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
56
Reduced
77
Closed
21
Calls
$299K
Puts
$202K
Net Calls
+$97K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Shares
Change %
TCG
151
Transcendent Capital Group
Oklahoma
$79.9K +$19K +750 +31%
W
152
WealthCollab
Washington
$69.8K -$144K -5,708 -67%
PS
153
Principal Securities
Iowa
$67.8K -$1.75K -69 -3%
SAM
154
Smartleaf Asset Management
Massachusetts
$58.9K +$8.49K +335 +17%
PTC
155
Private Trust Company
Ohio
$57.4K -$20.5K -810 -26%
SFFS
156
Stonehage Fleming Financial Services
Jersey
$56.7K
WAS
157
Winch Advisory Services
Wisconsin
$48.4K +$304 +12 +0.6%
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$30.8K
1IA
159
1620 Investment Advisors
Massachusetts
$29.1K +$4.81K +190 +20%
ATC
160
Adirondack Trust Company
New York
$28.6K
BTI
161
Blue Trust Inc
Georgia
$27.1K +$27.1K +1,071 New
RIA
162
Realta Investment Advisors
Delaware
$26.3K +$26.3K +1,040 New
MDCM
163
Morgan Dempsey Capital Management
Wisconsin
$24.9K +$24.9K +983 New
AWM
164
AE Wealth Management
Kansas
$24.1K +$24.1K +952 New
HI
165
Harbour Investments
Wisconsin
$24.1K +$25 +1 +0.1%
Q1WB
166
Quest 10 Wealth Builders
Virginia
$21.3K +$21.3K +843 New
CPA
167
Cardiff Park Advisors
California
$17.7K
T
168
Tidemark
California
$15.9K -$22.7K -897 -59%
OWP
169
ORG Wealth Partners
Texas
$15.9K -$4.25K -168 -21%
RWM
170
Ruedi Wealth Management
Illinois
$15.2K
C
171
Covestor
United Kingdom
$15K +$484 +19 +3%
PA
172
Pineridge Advisors
Missouri
$12.1K -$4.05K -160 -25%
FDW
173
Fourth Dimension Wealth
Ohio
$11.4K +$11.4K +450 New
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$11.3K
HCP
175
Hexagon Capital Partners
Arkansas
$10.2K +$10.2K +403 New