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State Street SPDR Portfolio TIPS ETF
SPIP

242 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

83% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 58

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

12% more funds holding

Funds holding: 216 → 242 (+26)

4% more capital invested

Capital invested by funds: $1.61B → $1.67B (+$61.2M)

1.39% less ownership

Funds ownership: 66.35% → 64.95% (-1.4%)

Holders
242
Holders Change
+26
Holders Change %
+12.04%
% of All Funds
4.21%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
42
Increased
106
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$79.7M
2
LPL Financial
LPL Financial
California
+$24.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.4M
4
RCS
Retirement Capital Strategies
California
+$12.4M
5
DWP
Destiny Wealth Partners
Florida
+$9.76M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$146M
2
Jane Street
Jane Street
New York
-$28.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
4
DRS
Deane Retirement Strategies
Louisiana
-$5.83M
5
V
Veritable
Delaware
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$52K +$3.55K +115 +7%
IRC
202
Investors Research Corp
Georgia
$50K +$8.31K +269 +20%
GRP
203
Global Retirement Partners
California
$49K – – –
Citigroup
204
Citigroup
New York
$49K +$4.39K +142 +10%
HI
205
Harbour Investments
Wisconsin
$48K -$4.01K -130 -8%
GI
206
Gradient Investments
Minnesota
$47K +$9.17K +297 +24%
CHA
207
Carmichael Hill & Associates
Maryland
$47K +$16.7K +542 +56%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$44K -$61.9K -2,004 -59%
AWM
209
Accel Wealth Management
Iowa
$40K – – –
Simplex Trading
210
Simplex Trading
Illinois
$39K +$39.5K +1,279 New
ST
211
Smithfield Trust
Pennsylvania
$37K – – –
SL
212
Savior LLC
Massachusetts
$36K – – –
ATC
213
Adirondack Trust Company
New York
$35K – – –
JWBC
214
John W. Brooker & Co
California
$33K +$32.8K +1,062 New
SFSIG
215
San Francisco Sentry Investment Group
California
$29K – – –
RPCA
216
Running Point Capital Advisors
California
$28K +$27.8K +900 New
CTC
217
Central Trust Company
Missouri
$26K – – –
RG
218
Retirement Group
California
$21K – – –
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$18K +$18.1K +586 New
PFA
220
Professional Financial Advisors
Nebraska
$17K +$216 +7 +1%
JFGIW
221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K – – –
FCA
222
FinTrust Capital Advisors
South Carolina
$12K -$6.18K -200 -33%
WT
223
Washington Trust
Rhode Island
$12K +$11.8K +381 New
HWM
224
Holloway Wealth Management
Florida
$11K – – –
FFA
225
Founders Financial Alliance
North Carolina
$10K +$9.98K +323 New
7 8
9
10 11

SPIP Hedge Fund Activity: Q2 2021 in Review

242 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2021, worth a combined $1.67B — up 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPIP positions and 12 closed out — a net gain of 30 holders — while 106 added to existing stakes and 58 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $79.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $146M.

  • 242 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2021, up from 216 in Q1 2021.
  • Funds reported $1.67B of State Street SPDR Portfolio TIPS ETF stock for Q2 2021, up 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2021 and 12 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $79.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $146M sold.

Based on aggregated 13F filings for Q2 2021.