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State Street SPDR Portfolio TIPS ETF

216 hedge funds and large institutions have $1.61B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 102 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 54

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $1.39B → $1.61B (+$219M)

7% more funds holding

Funds holding: 201216 (+15)

1.37% more ownership

Funds ownership: 64.98%66.35% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
32
Increased
102
Reduced
54
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCB
176
First Command Bank
Texas
$91K -$65.1K -2,112 -42%
FCFS
177
First Command Financial Services
Texas
$91K -$65.1K -2,112 -42%
BAMG
178
Brand Asset Management Group
Missouri
$90K +$14.8K +481 +20%
BCMIO
179
Beacon Capital Management Inc (Ohio)
Ohio
$73K -$4.44K -144 -6%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$63K
BMD
181
Better Money Decisions
New Mexico
$57K +$57.2K +1,856 New
LWP
182
Lumature Wealth Partners
Georgia
$55K +$55.5K +1,800 New
HI
183
Harbour Investments
Wisconsin
$51K +$51.3K +1,663 New
GRP
184
Global Retirement Partners
California
$48K
US Bancorp
185
US Bancorp
Minnesota
$47K +$17.9K +580 +60%
Citigroup
186
Citigroup
New York
$44K +$8.01K +260 +22%
IRC
187
Investors Research Corp
Georgia
$41K +$8.17K +265 +25%
AWM
188
Accel Wealth Management
Iowa
$39K
GI
189
Gradient Investments
Minnesota
$37K -$10.1K -328 -21%
ST
190
Smithfield Trust
Pennsylvania
$37K
SL
191
Savior LLC
Massachusetts
$35K +$2.25K +73 +7%
ATC
192
Adirondack Trust Company
New York
$35K +$34.9K +1,131 New
CHA
193
Carmichael Hill & Associates
Maryland
$30K +$13.5K +439 +83%
SFSIG
194
San Francisco Sentry Investment Group
California
$28K
Barclays
195
Barclays
United Kingdom
$26K -$98.2K -3,186 -79%
CTC
196
Central Trust Company
Missouri
$25K +$25.3K +822 New
RG
197
Retirement Group
California
$21K
FCA
198
FinTrust Capital Advisors
South Carolina
$18K
PP
199
Prosperity Planning
Missouri
$18K
FEG
200
Financial Enhancement Group
Indiana
$17K -$412K -13,371 -96%

SPIP Hedge Fund Activity: Q1 2021 in Review

216 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2021, worth a combined $1.61B — up 16% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPIP positions and 17 closed out — a net gain of 15 holders — while 102 added to existing stakes and 54 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $40.7M. The largest seller was Financial Advocates Investment Management, cutting an estimated $19.2M.

  • 216 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2021, up from 201 in Q4 2020.
  • Funds reported $1.61B of State Street SPDR Portfolio TIPS ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2021 and 17 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $40.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2021 was Financial Advocates Investment Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2021.