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State Street SPDR Portfolio TIPS ETF
SPIP

263 hedge funds and large institutions have $1.91B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 19

120% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 55

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

14% more capital invested

Capital invested by funds: $1.67B → $1.91B (+$238M)

9% more funds holding

Funds holding: 242 → 263 (+21)

2.69% less ownership

Funds ownership: 64.95% → 62.26% (-2.7%)

Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
4.6%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
45
Increased
121
Reduced
55
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$77.8M
2
AssetMark Inc
AssetMark Inc
California
+$70.3M
3
LPL Financial
LPL Financial
California
+$45.8M
4
Ameriprise
Ameriprise
Minnesota
+$35.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$21.4M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$80.6M
2
RJA
Raymond James & Associates
Florida
-$19.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.9M
4
Jane Street
Jane Street
New York
-$8.59M
5
State Street
State Street
Massachusetts
-$7.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
201
Kelly Financial Services
Massachusetts
$187K -$2.94M -93,680 -94%
LCM
202
Logan Capital Management
Pennsylvania
$178K +$179K +5,714 New
SAM
203
S.A. Mason
Michigan
$163K – – –
WOSD
204
WFA of San Diego
California
$145K +$146K +4,658 New
William Blair & Company
205
William Blair & Company
Illinois
$125K -$31 -1 -0%
BAM
206
Baldrige Asset Management
Pennsylvania
$106K +$2.07K +66 +2%
GRP
207
Global Retirement Partners
California
$95K +$47.1K +1,500 +96%
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$90.8K +$91.7K +2,921 New
BHWM
209
Bay Harbor Wealth Management
Maryland
$90K -$74.1K -2,360 -45%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$77K +$13K +414 +20%
BCMIO
211
Beacon Capital Management Inc (Ohio)
Ohio
$68K +$68.5K +2,181 New
BMD
212
Better Money Decisions
New Mexico
$58K – – –
LWP
213
Lumature Wealth Partners
Georgia
$56K – – –
GWS
214
Glassman Wealth Services
Virginia
$54K – – –
SWM
215
Spire Wealth Management
Virginia
$54K – – –
US Bancorp
216
US Bancorp
Minnesota
$52K +$471 +15 +0.9%
IRC
217
Investors Research Corp
Georgia
$50K -$314 -10 -0.6%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$48K +$4.27K +136 +10%
HI
219
Harbour Investments
Wisconsin
$45K -$2.51K -80 -5%
GI
220
Gradient Investments
Minnesota
$45K -$2.13K -68 -4%
AWM
221
Accel Wealth Management
Iowa
$40K – – –
Simplex Trading
222
Simplex Trading
Illinois
$39K – – –
ST
223
Smithfield Trust
Pennsylvania
$37K – – –
RPCA
224
Running Point Capital Advisors
California
$36K +$8.48K +270 +30%
CTC
225
Central Trust Company
Missouri
$36K +$10.1K +321 +39%
7 8
9
10 11

SPIP Hedge Fund Activity: Q3 2021 in Review

263 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2021, worth a combined $1.91B — up 14% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIP positions and 19 closed out — a net gain of 26 holders — while 121 added to existing stakes and 55 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $77.8M. The largest seller was JP Morgan Chase, cutting an estimated $80.6M.

  • 263 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2021, up from 242 in Q2 2021.
  • Funds reported $1.91B of State Street SPDR Portfolio TIPS ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2021 and 19 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2021 was 3EDGE Asset Management, an estimated $77.8M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2021 was JP Morgan Chase, an estimated $80.6M sold.

Based on aggregated 13F filings for Q3 2021.