SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

223 hedge funds and large institutions have $623M invested in SPDR Portfolio TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-13
Holders Change %
-5.51%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
21
Increased
70
Reduced
94
Closed
31
Calls
$114K
Puts
$102K
Net Calls
+$12K
Net Calls Change
+$535K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$95.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.63M
3
AIA
Alera Investment Advisors
Illinois
$4.96M
4
GVAG
Great Valley Advisor Group
Delaware
$34.1M
5
NA
NewEdge Advisors
Louisiana
$5.27M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
$865K
3
FIA
Foundations Investment Advisors
Arizona
$0
4
MWM
Mosley Wealth Management
California
$0
5
SMM
Stadion Money Management
Georgia
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
176
ORG Partners
Indiana
$23.4K +$23.4K +928 New
VAG
177
VisionPoint Advisory Group
Texas
$18.4K – – –
Fidelity Investments
178
Fidelity Investments
Massachusetts
$18.1K -$131K -5,156 -88%
BIM
179
Breakwater Investment Management
Washington
$17.9K -$7.52K -296 -30%
CPA
180
Cardiff Park Advisors
California
$17.8K – – –
MIFH
181
Migdal Insurance & Financial Holdings
Israel
$17K – – –
PA
182
Pineridge Advisors
Missouri
$16.3K – – –
RWM
183
Ruedi Wealth Management
Illinois
$15.3K – – –
C
184
Covestor
United Kingdom
$15K +$1.57K +60 +12%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$11.4K +$11.3K +445 +44,500%
ACA
186
Aptus Capital Advisors
Alabama
$10.1K +$2.21K +87 +28%
KWAG
187
Kiely Wealth Advisory Group
North Carolina
$10.1K – – –
FFA
188
Frazier Financial Advisors
Ohio
$8.9K – – –
CFGS
189
Concourse Financial Group Securities
Alabama
$8.31K – – –
ATS
190
Ashton Thomas Securities
New York
$8.24K +$8.24K +324 New
GFPC
191
Global Financial Private Client
Florida
$7.75K -$15.3K -600 -66%
HWA
192
HHM Wealth Advisors
Tennessee
$7.63K +$7.63K +300 New
MG
193
Mather Group
Illinois
$7.35K +$7.35K +287 New
HGA
194
Hobbs Group Advisors
South Carolina
$6.86K +$6.86K +270 New
CIA
195
Cape Investment Advisory
Georgia
$6.2K +$1.37K +54 +28%
BCWM
196
Bartlett & Co Wealth Management
Ohio
$5.97K -$203 -8 -3%
SIS
197
Sound Income Strategies
Florida
$5.95K – – –
Qube Research & Technologies (QRT)
198
Qube Research & Technologies (QRT)
United Kingdom
$5.92K -$482K -18,959 -99%
TAM
199
Tucker Asset Management
Colorado
$5.4K +$5.4K +212 New
CA
200
Clearstead Advisors
Ohio
$5.08K – – –
6 7
8
9 10