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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

185 hedge funds and large institutions have $1.26B invested in 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.

Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.74%
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

1
LPL Financial
1
LPL Financial
California
$45.5M
2
TF
2
TIAA FSB
Florida
$26.1M
3
V
3
Veritable
Delaware
$11.1M
4
LNC
4
Lincoln National Corp
Pennsylvania
$212M
5
FHC
5
First Heartland Consultants
Missouri
$8.53M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$360M
2
FEG
2
Financial Enhancement Group
Indiana
$409K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
State Street
4
State Street
Massachusetts
$125M
5
AssetMark Inc
5
AssetMark Inc
California
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$7K 236 – –
SPIA
177
Steward Partners Investment Advisory
New York
$6K 200 – –
LFG
178
LifePlan Financial Group
Ohio
$5K 147 – –
SIM
179
Sonora Investment Management
Arizona
$3K 102 -332 -76%
CSPIA
180
Cary Street Partners Investment Advisory
Virginia
$3K 84 +84 New
NFSG
181
Newbridge Financial Services Group
Florida
$3K 104 +104 New
CIAS
182
Capital Investment Advisory Services
North Carolina
$1K 30 – –
PA
183
Parallel Advisors
California
$1K 26 – –
FCA
184
FinTrust Capital Advisors
South Carolina
$19 600 – –
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
– – -282,856 Closed
HIM
186
Hanlon Investment Management
New Jersey
– – -26,458 Closed
Stifel Financial
187
Stifel Financial
Missouri
– – -19,432 Closed
Millennium Management
188
Millennium Management
New York
– – -10,464 Closed
WOSD
189
WFA of San Diego
California
– – -7,138 Closed
FNT
190
First National Trust
Pennsylvania
– – -6,949 Closed
AP
191
Advisors Preferred
Maryland
– – -4,647 Closed
GFPC
192
Global Financial Private Client
Florida
– – -3,537 Closed
VFA
193
Valeo Financial Advisors
Indiana
– – -869 Closed
ADL
194
Asset Dedication LLC
California
– – -266 Closed
JFA
195
JNBA Financial Advisors
Minnesota
– – -58 Closed
OPS
196
Orion Portfolio Solutions
Nebraska
– – -42 Closed
TFA
197
Transamerica Financial Advisors
Florida
– – -25 Closed
EW
198
Evoke Wealth
California
– – -24 Closed
FWM
199
Focused Wealth Management
New York
$0 8 – –
4 5 6 7
8