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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $1.08B invested in SPDR Portfolio TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-26
Holders Change %
-9.59%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
21
Increased
69
Reduced
116
Closed
40
Calls
$2.76M
Puts
$1.49M
Net Calls
+$1.27M
Net Calls Change
-$2.13M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$17.3M
2
MWM
2
Merriman Wealth Management
Washington
$6.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.9M
4
BCM
4
BlueCrest Capital Management
Jersey
$3.38M
5
PFS
5
Prospera Financial Services
Texas
$12.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$109M
2
SMM
2
Stadion Money Management
Georgia
$48M
3
Bank of America
3
Bank of America
North Carolina
$66.6M
4
LPL Financial
4
LPL Financial
California
$65.9M
5
PAG
5
Private Advisor Group
New Jersey
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
176
Prosperity Planning
Missouri
$210K – – –
MWM
177
Meridian Wealth Management
Kentucky
$207K -$789K -29,591 -79%
AAS
178
Ameritas Advisory Services
Nebraska
$201K -$60.2K -2,258 -23%
Mariner
179
Mariner
Kansas
$201K -$486K -18,170 -71%
AF
180
Allworth Financial
California
$189K -$2.69K -101 -1%
SAM
181
S.A. Mason
Michigan
$140K – – –
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$103K +$45.7K +1,713 +79%
BAM
183
Baldrige Asset Management
Pennsylvania
$101K +$10.7K +400 +12%
CI
184
Cordant Inc
Oregon
$100K -$4.48K -168 -4%
WP
185
WealthShield Partners
North Carolina
$99.7K +$99.7K +3,739 New
US Bancorp
186
US Bancorp
Minnesota
$97.7K -$18.5K -695 -16%
BAM
187
Belpointe Asset Management
Nevada
$88.1K – – –
Simplex Trading
188
Simplex Trading
Illinois
$81K +$36.7K +1,390 +83%
SFFS
189
Stonehage Fleming Financial Services
Jersey
$59.4K – – –
Citigroup
190
Citigroup
New York
$56.4K +$3.12K +117 +6%
BCMIO
191
Beacon Capital Management Inc (Ohio)
Ohio
$56.3K +$1.47K +55 +3%
HI
192
Harbour Investments
Wisconsin
$55.2K +$38.8K +1,455 +236%
MAWA
193
Moss Adams Wealth Advisors
Washington
$38.4K – – –
William Blair & Company
194
William Blair & Company
Illinois
$35.7K -$28.1K -1,055 -44%
IRC
195
Investors Research Corp
Georgia
$34.9K – – –
CT
196
Colonial Trust
South Carolina
$34.5K – – –
AWM
197
Accel Wealth Management
Iowa
$34.5K – – –
GI
198
Gradient Investments
Minnesota
$33.1K -$533 -20 -2%
ATC
199
Adirondack Trust Company
New York
$30.2K – – –
HGERS
200
Householder Group Estate & Retirement Specialist
Arizona
$29K +$29K +1,075 New
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8
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