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State Street SPDR Portfolio TIPS ETF
SPIP

242 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

83% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 58

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

12% more funds holding

Funds holding: 216 → 242 (+26)

4% more capital invested

Capital invested by funds: $1.61B → $1.67B (+$61.2M)

1.39% less ownership

Funds ownership: 66.35% → 64.95% (-1.4%)

Holders
242
Holders Change
+26
Holders Change %
+12.04%
% of All Funds
4.21%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
42
Increased
106
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$79.7M
2
LPL Financial
LPL Financial
California
+$24.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.4M
4
RCS
Retirement Capital Strategies
California
+$12.4M
5
DWP
Destiny Wealth Partners
Florida
+$9.76M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$146M
2
Jane Street
Jane Street
New York
-$28.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
4
DRS
Deane Retirement Strategies
Louisiana
-$5.83M
5
V
Veritable
Delaware
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
176
Arkfeld Wealth Strategies
Nebraska
$235K – – –
CFGS
177
Concourse Financial Group Securities
Alabama
$233K +$21.7K +702 +10%
IWC
178
Integrated Wealth Concepts
Massachusetts
$233K +$231K +7,468 New
BSW
179
Buckingham Strategic Wealth
Missouri
$231K +$229K +7,422 New
BWM
180
Benchmark Wealth Management
Connecticut
$221K – – –
VAS
181
Vestmark Advisory Solutions
Massachusetts
$219K +$217K +7,020 New
CA
182
CGN Advisors
Kansas
$218K +$9.54K +309 +5%
BFA
183
Beacon Financial Advisory
Ohio
$212K -$15.7K -507 -7%
IWM
184
IHT Wealth Management
Illinois
$207K +$205K +6,639 New
AFP
185
Ausdal Financial Partners
Iowa
$206K -$58.2K -1,883 -22%
Deutsche Bank
186
Deutsche Bank
Germany
$203K -$2.32K -75 -1%
3LCM
187
3D/L Capital Management
Connecticut
$202K +$201K +6,501 New
CP
188
Castleview Partners
Texas
$176K +$175K +5,650 New
BHWM
189
Bay Harbor Wealth Management
Maryland
$164K -$125K -4,049 -43%
SAM
190
S.A. Mason
Michigan
$163K – – –
William Blair & Company
191
William Blair & Company
Illinois
$125K +$3.24K +105 +3%
SB
192
Strategic Blueprint
Georgia
$116K +$115K +3,723 New
BAM
193
Baldrige Asset Management
Pennsylvania
$104K +$103K +3,340 New
HWA
194
Heritage Wealth Advisors
Virginia
$78.3K +$77.6K +2,514 New
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$64K – – –
Qube Research & Technologies (QRT)
196
Qube Research & Technologies (QRT)
United Kingdom
$59K +$58.4K +1,892 New
BMD
197
Better Money Decisions
New Mexico
$58K – – –
LWP
198
Lumature Wealth Partners
Georgia
$56K – – –
SWM
199
Spire Wealth Management
Virginia
$54K -$298K -9,645 -85%
GWS
200
Glassman Wealth Services
Virginia
$54K -$53.3K -1,725 -50%
6 7
8
9 10

SPIP Hedge Fund Activity: Q2 2021 in Review

242 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2021, worth a combined $1.67B — up 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPIP positions and 12 closed out — a net gain of 30 holders — while 106 added to existing stakes and 58 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $79.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $146M.

  • 242 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2021, up from 216 in Q1 2021.
  • Funds reported $1.67B of State Street SPDR Portfolio TIPS ETF stock for Q2 2021, up 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2021 and 12 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $79.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $146M sold.

Based on aggregated 13F filings for Q2 2021.