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State Street SPDR Portfolio TIPS ETF
SPIP

163 hedge funds and large institutions have $1.16B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

1.8% more ownership

Funds ownership: 67.92% → 69.72% (+1.8%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

1% less funds holding

Funds holding: 165 → 163 (-2)

7% less capital invested

Capital invested by funds: $1.24B → $1.16B (-$84.6M)

28% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 65

Holders
163
Holders Change
-2
Holders Change %
-1.21%
% of All Funds
3.59%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
24
Increased
47
Reduced
65
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$80.7M
2
NC
NewSquare Capital
Pennsylvania
+$25.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$8.09M
4
LPL Financial
LPL Financial
California
+$6.74M
5
CIM
Cambria Investment Management
California
+$5.48M

Top Sellers

1
State Street
State Street
Massachusetts
-$117M
2
AssetMark Inc
AssetMark Inc
California
-$50.6M
3
LNC
Lincoln National Corp
Pennsylvania
-$39.9M
4
Bank of America
Bank of America
North Carolina
-$11.5M
5
MWM
Merriman Wealth Management
Washington
-$7.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
176
Total Clarity Wealth Management
Illinois
– -$7K -250 Closed
WT
177
Whittier Trust
California
– -$4K -140 Closed
RIA
178
Realta Investment Advisors
Delaware
– -$3K -110 Closed
FGAM
179
Financial Gravity Asset Management
Texas
– -$3K -91 Closed
HPC
180
HM Payson & Co
Maine
– -$2K -64 Closed
SBL
181
Sargent Bickham Lagudis
Colorado
– -$2K -59 Closed
LAS
182
Lloyd Advisory Services
Georgia
– -$1K -51 Closed
4 5 6 7
8

SPIP Hedge Fund Activity: Q1 2020 in Review

163 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2020, worth a combined $1.16B — down 6.8% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SPIP positions and 23 closed out — a net gain of 1 holder — while 47 added to existing stakes and 65 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $80.7M. The largest seller was State Street, cutting an estimated $117M.

  • 163 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2020, down from 165 in Q4 2019.
  • Funds reported $1.16B of State Street SPDR Portfolio TIPS ETF stock for Q1 2020, down 6.8% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2020 and 23 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2020 was Charles Schwab Investment Advisory, an estimated $80.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2020 was State Street, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2020.