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State Street SPDR Portfolio TIPS ETF

263 hedge funds and large institutions have $1.91B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 19

120% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 55

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

14% more capital invested

Capital invested by funds: $1.67B → $1.91B (+$238M)

9% more funds holding

Funds holding: 242263 (+21)

2.69% less ownership

Funds ownership: 64.95%62.26% (-2.7%)

Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
4.6%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
45
Increased
121
Reduced
55
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$365K +$86K +2,738 +30%
T
177
TRUADVICE
Florida
$364K -$75.6K -2,409 -17%
DA
178
Detalus Advisors
Missouri
$343K
SAM
179
Stringer Asset Management
Tennessee
$341K -$4.21M -134,223 -92%
SIA
180
Strategic Investment Advisors
Michigan
$332K -$40.6K -1,294 -11%
NL
181
Navalign LLC
California
$325K -$7.98K -254 -2%
BSW
182
Buckingham Strategic Wealth
Missouri
$322K +$92K +2,931 +39%
NL
183
NWAM LLC
Washington
$319K +$27.8K +885 +9%
SWA
184
Stratos Wealth Advisors
Ohio
$299K -$81.5K -2,597 -21%
AFP
185
Ausdal Financial Partners
Iowa
$282K +$76.7K +2,442 +37%
CFAM
186
Center For Asset Management
Florida
$280K +$1.92K +61 +0.7%
ACA
187
Aptus Capital Advisors
Alabama
$279K
OPS
188
Orion Portfolio Solutions
Nebraska
$274K -$343K -10,925 -55%
DRS
189
Deane Retirement Strategies
Louisiana
$273K +$31 +1 +0%
FLPIM
190
F.L. Putnam Investment Management
Massachusetts
$272K
BFA
191
Beacon Financial Advisory
Ohio
$266K +$55K +1,750 +26%
HWMA
192
Heritage Wealth Management (Arizona)
Arizona
$249K -$4.05K -129 -2%
IWC
193
Integrated Wealth Concepts
Massachusetts
$245K +$12.5K +398 +5%
CA
194
CGN Advisors
Kansas
$235K +$17.2K +548 +8%
AWS
195
Arkfeld Wealth Strategies
Nebraska
$233K
BWM
196
Benchmark Wealth Management
Connecticut
$220K
CAG
197
Csenge Advisory Group
Florida
$208K +$210K +6,687 New
AC
198
Apella Capital
Connecticut
$207K +$209K +6,654 New
3LCM
199
3D/L Capital Management
Connecticut
$206K +$4.08K +130 +2%
PCA
200
Personal Capital Advisors
California
$202K +$204K +6,507 New

SPIP Hedge Fund Activity: Q3 2021 in Review

263 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2021, worth a combined $1.91B — up 14% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIP positions and 19 closed out — a net gain of 26 holders — while 121 added to existing stakes and 55 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $77.8M. The largest seller was JP Morgan Chase, cutting an estimated $80.6M.

  • 263 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2021, up from 242 in Q2 2021.
  • Funds reported $1.91B of State Street SPDR Portfolio TIPS ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2021 and 19 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2021 was 3EDGE Asset Management, an estimated $77.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2021 was JP Morgan Chase, an estimated $80.6M sold.

Based on aggregated 13F filings for Q3 2021.