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State Street SPDR Portfolio TIPS ETF
SPIP

185 hedge funds and large institutions have $1.26B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

98% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 42

11% more funds holding

Funds holding: 167 → 185 (+18)

7% more capital invested

Capital invested by funds: $1.18B → $1.26B (+$82.5M)

2.64% less ownership

Funds ownership: 65.75% → 63.1% (-2.6%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.73%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
35
Increased
83
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$21.1M
2
TF
TIAA FSB
Florida
+$11.3M
3
V
Veritable
Delaware
+$10.5M
4
LNC
Lincoln National Corp
Pennsylvania
+$9.65M
5
FHC
First Heartland Consultants
Missouri
+$8.49M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$24.7M
2
FEG
Financial Enhancement Group
Indiana
-$18.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.58M
4
State Street
State Street
Massachusetts
-$7.49M
5
AssetMark Inc
AssetMark Inc
California
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$7K – – –
SPIA
177
Steward Partners Investment Advisory
New York
$6K – – –
LFG
178
LifePlan Financial Group
Ohio
$5K – – –
SIM
179
Sonora Investment Management
Arizona
$3K -$10.2K -332 -76%
CSPIA
180
Cary Street Partners Investment Advisory
Virginia
$3K +$2.58K +84 New
NFSG
181
Newbridge Financial Services Group
Florida
$3K +$3.2K +104 New
CIAS
182
Capital Investment Advisory Services
North Carolina
$1K – – –
PA
183
Parallel Advisors
California
$1K – – –
FCA
184
FinTrust Capital Advisors
South Carolina
$19 – – –
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
– -$8.58M -282,856 Closed
HIM
186
Hanlon Investment Management
New Jersey
– -$797K -26,458 Closed
Stifel Financial
187
Stifel Financial
Missouri
– -$586K -19,432 Closed
Millennium Management
188
Millennium Management
New York
– -$315K -10,464 Closed
WOSD
189
WFA of San Diego
California
– -$215K -7,138 Closed
FNT
190
First National Trust
Pennsylvania
– -$209K -6,949 Closed
AP
191
Advisors Preferred
Maryland
– -$140K -4,647 Closed
GFPC
192
Global Financial Private Client
Florida
– -$107K -3,537 Closed
VFA
193
Valeo Financial Advisors
Indiana
– -$26K -869 Closed
ADL
194
Asset Dedication LLC
California
– -$9K -266 Closed
JFA
195
JNBA Financial Advisors
Minnesota
– -$2K -58 Closed
OPS
196
Orion Portfolio Solutions
Nebraska
– -$1K -42 Closed
TFA
197
Transamerica Financial Advisors
Florida
– -$1K -25 Closed
EW
198
Evoke Wealth
California
– -$1K -24 Closed
4 5 6 7
8

SPIP Hedge Fund Activity: Q3 2020 in Review

185 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2020, worth a combined $1.26B — up 7% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SPIP positions and 14 closed out — a net gain of 21 holders — while 83 added to existing stakes and 42 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.1M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $24.7M.

  • 185 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2020, up from 167 in Q2 2020.
  • Funds reported $1.26B of State Street SPDR Portfolio TIPS ETF stock for Q3 2020, up 7% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2020 and 14 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2020 was LPL Financial, an estimated $21.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2020 was Charles Schwab Investment Advisory, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2020.