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State Street SPDR Portfolio TIPS ETF
SPIP

167 hedge funds and large institutions have $1.18B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

2% more funds holding

Funds holding: 163 → 167 (+4)

2% more capital invested

Capital invested by funds: $1.16B → $1.18B (+$19.7M)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

3.98% less ownership

Funds ownership: 69.72% → 65.75% (-4%)

29% less funds holding in top 10

Funds holding in top 10: 14 → 10 (-4)

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.21%
New
25
Increased
57
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
+$16M
2
LPL Financial
LPL Financial
California
+$12.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.17M
4
GI
Glovista Investments
New Jersey
+$6.96M
5
PAG
Private Advisor Group
New Jersey
+$6.76M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$27.2M
2
NC
NewSquare Capital
Pennsylvania
-$25.9M
3
CSIA
Charles Schwab Investment Advisory
California
-$22.9M
4
FEG
Financial Enhancement Group
Indiana
-$7.65M
5
Bank of America
Bank of America
North Carolina
-$7.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
176
Monetary Management Group
Missouri
– -$87K -3,000 Closed
AIC
177
Ameritas Investment Company
Nebraska
– -$87K -2,989 Closed
GSWM
178
Golden State Wealth Management
California
– -$50K -1,719 Closed
FA
179
Fortis Advisors
Pennsylvania
– -$43K -1,479 Closed
SMFS
180
Squar Milner Financial Services
California
– -$18K -640 Closed
SF
181
Synovus Financial
Georgia
– -$12K -419 Closed
SFSG
182
Stearns Financial Services Group
North Carolina
– -$6K -221 Closed
CL
183
Cabana LLC
Arkansas
– +$119 +4 New
4 5 6 7
8

SPIP Hedge Fund Activity: Q2 2020 in Review

167 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2020, worth a combined $1.18B — up 1.7% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPIP positions and 19 closed out — a net gain of 6 holders — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $16M. The largest seller was State Street, cutting an estimated $27.2M.

  • 167 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2020, up from 163 in Q1 2020.
  • Funds reported $1.18B of State Street SPDR Portfolio TIPS ETF stock for Q2 2020, up 1.7% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2020 and 19 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2020 was Lincoln National Corp, an estimated $16M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2020 was State Street, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2020.