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State Street SPDR Portfolio TIPS ETF

324 hedge funds and large institutions have $2.37B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 132 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 20

113% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 62

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

24% more capital invested

Capital invested by funds: $1.91B → $2.37B (+$463M)

23% more funds holding

Funds holding: 263324 (+61)

2.02% more ownership

Funds ownership: 62.26%64.29% (+2%)

Holders
324
Holders Change
+61
Holders Change %
+23.19%
% of All Funds
4.99%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.32%
New
85
Increased
132
Reduced
62
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TB
201
Treynor Bancshares
Iowa
$398K +$397K +12,632 New
FAIM
202
Financial Advocates Investment Management
Washington
$391K +$20.4K +651 +6%
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$386K -$3.99K -127 -1%
MWM
204
Midwest Wealth Management
Indiana
$384K -$5.34K -170 -1%
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$384K +$383K +12,183 New
BWM
206
Benchmark Wealth Management
Connecticut
$383K +$159K +5,057 +71%
Comerica Bank
207
Comerica Bank
Texas
$378K
FW
208
FirstPurpose Wealth
Utah
$377K +$376K +11,969 New
CA
209
CoreCap Advisors
Michigan
$360K +$359K +11,414 New
IFG
210
Independent Financial Group
California
$359K +$358K +11,396 New
NL
211
NWAM LLC
Washington
$355K +$32K +1,020 +10%
DA
212
Detalus Advisors
Missouri
$348K
VAG
213
VisionPoint Advisory Group
Texas
$346K -$22.7K -722 -6%
OPS
214
Orion Portfolio Solutions
Nebraska
$343K +$65.4K +2,082 +24%
AF
215
Allworth Financial
California
$337K -$66K -2,100 -16%
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$333K -$46.1K -1,469 -12%
SWM
217
Spire Wealth Management
Virginia
$330K +$274K +8,737 +503%
CSB
218
City State Bank
Iowa
$330K +$329K +10,465 New
NL
219
Navalign LLC
California
$329K -$283 -9 -0.1%
BSW
220
Buckingham Strategic Wealth
Missouri
$326K -$31 -1 -0%
FANJ
221
Financial Architects (New Jersey)
New Jersey
$309K +$308K +9,800 New
BFA
222
Beaumont Financial Advisors
Massachusetts
$290K -$366K -11,650 -56%
SIA
223
Strategic Investment Advisors
Michigan
$290K -$45.6K -1,451 -14%
JWCA
224
J.W. Cole Advisors
Florida
$290K +$290K +9,221 New
BAMG
225
Brand Asset Management Group
Missouri
$285K +$284K +9,044 New

SPIP Hedge Fund Activity: Q4 2021 in Review

324 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2021, worth a combined $2.37B — up 24% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SPIP positions and 20 closed out — a net gain of 65 holders — while 132 added to existing stakes and 62 trimmed.

The largest buyer was 3EDGE Asset Management, adding an estimated $98.7M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $21M.

  • 324 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2021, up from 263 in Q3 2021.
  • Funds reported $2.37B of State Street SPDR Portfolio TIPS ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 85 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2021 and 20 closed out, a net change of +65 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2021 was 3EDGE Asset Management, an estimated $98.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $21M sold.

Based on aggregated 13F filings for Q4 2021.