SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $935M invested in SPDR Portfolio TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
–
Holders Change %
0%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
41
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$23.5M
2
GP
2
Greenline Partners
New York
$11.1M
3
Cerity Partners
3
Cerity Partners
New York
$28.3M
4
LNC
4
Lincoln National Corp
Pennsylvania
$207M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.46M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$22.3M
2
Bank of America
2
Bank of America
North Carolina
$39.9M
3
LPL Financial
3
LPL Financial
California
$46.3M
4
PFS
4
Prospera Financial Services
Texas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
Spire Wealth Management
Virginia
$190K -$2.18K -85 -1%
US Bancorp
177
US Bancorp
Minnesota
$178K -$4.27K -167 -2%
AF
178
Allworth Financial
California
$155K -$34.3K -1,341 -18%
NFSG
179
Newbridge Financial Services Group
Florida
$137K -$62.2K -2,433 -31%
SAM
180
S.A. Mason
Michigan
$134K – – –
HGERS
181
Householder Group Estate & Retirement Specialist
Arizona
$133K +$11K +432 +9%
T
182
Tidemark
California
$112K +$112K +4,385 New
IA
183
IFP Advisors
Florida
$106K – – –
PWA
184
Provenance Wealth Advisors
Florida
$102K +$102K +4,000 New
Comerica Bank
185
Comerica Bank
Texas
$95.3K -$7.26K -284 -7%
FW
186
Fairway Wealth
Ohio
$93.9K +$93.9K +3,673 New
PTC
187
Private Trust Company
Ohio
$76.8K +$690 +27 +0.9%
PS
188
Principal Securities
Iowa
$73K +$73K +2,855 New
TCG
189
Transcendent Capital Group
Oklahoma
$61.3K +$61.3K +2,398 New
FFA
190
Farther Finance Advisors
California
$60.4K +$58.1K +2,270 +2,522%
Citigroup
191
Citigroup
New York
$58.4K +$1.38K +54 +2%
SFFS
192
Stonehage Fleming Financial Services
Jersey
$57.3K – – –
BCMIO
193
Beacon Capital Management Inc (Ohio)
Ohio
$53.7K -$77 -3 -0.1%
SAM
194
Smartleaf Asset Management
Massachusetts
$51.2K +$51.2K +1,988 New
OP
195
ORG Partners
Indiana
$43.9K +$23.7K +928 +117%
William Blair & Company
196
William Blair & Company
Illinois
$40.5K -$3.58K -140 -8%
VL
197
Vima LLC
Michigan
$39.4K +$39.4K +1,540 New
CT
198
Colonial Trust
South Carolina
$33.5K -$28.3K -1,099 -46%
CAS
199
Coppell Advisory Solutions
Texas
$32.7K -$3.22K -126 -9%
ATC
200
Adirondack Trust Company
New York
$28.9K – – –
6 7
8
9 10