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State Street SPDR Portfolio TIPS ETF

221 hedge funds and large institutions have $548M invested in State Street SPDR Portfolio TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more call options, than puts

Call options by funds: $299K | Put options by funds: $202K

6% more funds holding

Funds holding: 209221 (+12)

5.53% more ownership

Funds ownership: 58.68%64.21% (+5.5%)

3% more capital invested

Capital invested by funds: $534M → $548M (+$14.4M)

27% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 77

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
56
Reduced
77
Closed
22
Calls
$299K
Puts
$202K
Net Calls
+$97K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Change in
Stake
TCG
151
Transcendent Capital Group
Oklahoma
$79.9K +$19.3K +750 +31%
W
152
WealthCollab
Washington
$69.8K -$147K -5,708 -67%
PS
153
Principal Securities
Iowa
$67.8K -$1.78K -69 -3%
SAM
154
Smartleaf Asset Management
Massachusetts
$58.9K +$8.62K +335 +17%
PTC
155
Private Trust Company
Ohio
$57.4K -$20.8K -810 -26%
SFFS
156
Stonehage Fleming Financial Services
Jersey
$56.7K
WAS
157
Winch Advisory Services
Wisconsin
$48.4K +$309 +12 +0.6%
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$30.8K
1IA
159
1620 Investment Advisors
Massachusetts
$29.1K +$4.89K +190 +20%
ATC
160
Adirondack Trust Company
New York
$28.6K
BTI
161
Blue Trust Inc
Georgia
$27.1K +$27.6K +1,071 New
RIA
162
Realta Investment Advisors
Delaware
$26.3K +$26.8K +1,040 New
MDCM
163
Morgan Dempsey Capital Management
Wisconsin
$24.9K +$25.3K +983 New
AWM
164
AE Wealth Management
Kansas
$24.1K +$24.5K +952 New
HI
165
Harbour Investments
Wisconsin
$24.1K +$26 +1 +0.1%
Q1WB
166
Quest 10 Wealth Builders
Virginia
$21.3K +$21.7K +843 New
CPA
167
Cardiff Park Advisors
California
$17.7K
T
168
Tidemark
California
$15.9K -$23.1K -897 -59%
OWP
169
ORG Wealth Partners
Texas
$15.9K -$4.32K -168 -21%
RWM
170
Ruedi Wealth Management
Illinois
$15.2K
C
171
Covestor
United Kingdom
$15K +$489 +19 +3%
PA
172
Pineridge Advisors
Missouri
$12.1K -$4.12K -160 -25%
FDW
173
Fourth Dimension Wealth
Ohio
$11.4K +$11.6K +450 New
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$11.3K
HCP
175
Hexagon Capital Partners
Arkansas
$10.2K +$10.4K +403 New

SPIP Hedge Fund Activity: Q4 2024 in Review

221 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2024, worth a combined $548M — up 2.7% from $534M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPIP positions and 22 closed out — a net gain of 16 holders — while 56 added to existing stakes and 77 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.69M.

  • 221 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2024, up from 209 in Q3 2024.
  • Funds reported $548M of State Street SPDR Portfolio TIPS ETF stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2024 and 22 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2024 was 3EDGE Asset Management, an estimated $20.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2024 was Flow Traders U.S., an estimated $5.69M sold.

Based on aggregated 13F filings for Q4 2024.