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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $935M invested in SPDR Portfolio TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+9
Holders Change %
+3.81%
% of All Funds
3.91%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
68
Reduced
103
Closed
22
Calls
$241K
Puts
$60K
Net Calls
+$181K
Net Calls Change
+$298K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.7M
2
Charles Schwab
2
Charles Schwab
California
$11.6M
3
Cerity Partners
3
Cerity Partners
New York
$18.6M
4
SMM
4
Stadion Money Management
Georgia
$37.4M
5
GF
5
Gries Financial
Ohio
$2.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$52M
2
Jane Street
2
Jane Street
New York
$4.63M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
State Street
4
State Street
Massachusetts
$51.1M
5
LPL Financial
5
LPL Financial
California
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
176
Robertson Stephens Wealth Management
California
$206K +$206K +8,292 New
BRWA
177
B. Riley Wealth Advisors
Florida
$205K -$26.4K -1,063 -11%
NFSG
178
Newbridge Financial Services Group
Florida
$193K -$150K -6,052 -44%
PGAM
179
Princeton Global Asset Management
New Jersey
$192K -$69K -2,778 -26%
SWM
180
Spire Wealth Management
Virginia
$186K -$16.9K -681 -8%
AF
181
Allworth Financial
California
$184K +$8.02K +323 +5%
US Bancorp
182
US Bancorp
Minnesota
$177K +$85.8K +3,453 +94%
SAM
183
S.A. Mason
Michigan
$130K – – –
HGERS
184
Householder Group Estate & Retirement Specialist
Arizona
$119K +$119K +4,794 New
HWP
185
Hibernia Wealth Partners
Louisiana
$107K +$107K +4,326 New
IA
186
IFP Advisors
Florida
$103K -$25 -1 -0%
Comerica Bank
187
Comerica Bank
Texas
$99.7K +$99.7K +4,012 New
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$96.4K – – –
PTC
189
Private Trust Company
Ohio
$73.9K – – –
CT
190
Colonial Trust
South Carolina
$59.6K +$27.3K +1,099 +85%
WOSD
191
WFA of San Diego
California
$56.5K -$869 -35 -2%
SFFS
192
Stonehage Fleming Financial Services
Jersey
$55.8K – – –
Citigroup
193
Citigroup
New York
$55.4K +$2.86K +115 +5%
BCMIO
194
Beacon Capital Management Inc (Ohio)
Ohio
$52.2K -$75 -3 -0.1%
William Blair & Company
195
William Blair & Company
Illinois
$42.8K -$2.53K -102 -6%
CAS
196
Coppell Advisory Solutions
Texas
$36.2K +$10.7K +414 +42%
ATC
197
Adirondack Trust Company
New York
$28.1K – – –
CP
198
Castleview Partners
Texas
$25.7K +$497 +20 +2%
GFPC
199
Global Financial Private Client
Florida
$25.4K – – –
HI
200
Harbour Investments
Wisconsin
$23.9K +$25 +1 +0.1%
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