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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

236 hedge funds and large institutions have $889M invested in SPDR Portfolio TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
19
Increased
61
Reduced
106
Closed
24
Calls
$33K
Puts
$556K
Net Calls
-$523K
Net Calls Change
+$4K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$11.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.7M
3
GVAG
3
Great Valley Advisor Group
Delaware
$30.5M
4
LNC
4
Lincoln National Corp
Pennsylvania
$214M
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
Bank of America
2
Bank of America
North Carolina
$21M
3
Cerity Partners
3
Cerity Partners
New York
$23.1M
4
LJAC
4
L.J. Altfest & Co
New York
$487K
5
LPL Financial
5
LPL Financial
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
176
Princeton Global Asset Management
New Jersey
$138K -$60.1K -2,346 -30%
SAM
177
S.A. Mason
Michigan
$134K – – –
PWA
178
Provenance Wealth Advisors
Florida
$102K – – –
FW
179
Fairway Wealth
Ohio
$94.2K +$51 +2 +0.1%
SWM
180
Spire Wealth Management
Virginia
$89K -$101K -3,934 -53%
Citigroup
181
Citigroup
New York
$86.9K +$28.4K +1,107 +48%
HGERS
182
Householder Group Estate & Retirement Specialist
Arizona
$83.2K -$50.7K -1,979 -38%
PTC
183
Private Trust Company
Ohio
$79K +$2.05K +80 +3%
PS
184
Principal Securities
Iowa
$73.1K – – –
RIA
185
Realta Investment Advisors
Delaware
$69.9K +$69.9K +2,727 New
NFSG
186
Newbridge Financial Services Group
Florida
$69.4K -$67.4K -2,631 -49%
TCG
187
Transcendent Capital Group
Oklahoma
$61.4K – – –
SOAMC
188
Spirit of America Management Corp
New York
$60.3K +$60.3K +2,388 New
FFA
189
Farther Finance Advisors
California
$60K – – –
SFFS
190
Stonehage Fleming Financial Services
Jersey
$59.4K – – –
SAM
191
Smartleaf Asset Management
Massachusetts
$51.1K – – –
WAS
192
Winch Advisory Services
Wisconsin
$47.4K -$281K -10,990 -86%
William Blair & Company
193
William Blair & Company
Illinois
$44.9K +$4.36K +170 +11%
AWM
194
Avior Wealth Management
Nebraska
$41.7K +$36.8K +1,438 +765%
VL
195
Vima LLC
Michigan
$41.1K – – –
IA
196
IFP Advisors
Florida
$41K -$65.4K -2,552 -61%
HNB
197
Huntington National Bank
Ohio
$29.7K – – –
ATC
198
Adirondack Trust Company
New York
$29K – – –
BIM
199
Breakwater Investment Management
Washington
$25.6K +$25.6K +1,000 New
HI
200
Harbour Investments
Wisconsin
$24.2K -$2.31K -90 -9%
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