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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

293 hedge funds and large institutions have $2.4B invested in SPDR Portfolio TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-30
Holders Change %
-9.29%
% of All Funds
4.64%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
33
Increased
109
Reduced
107
Closed
59
Calls
$454K
Puts
–
Net Calls
+$454K
Net Calls Change
+$454K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$202M
2
Jane Street
Jane Street
New York
+$60M
3
SMM
Stadion Money Management
Georgia
+$47.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$21.2M
5
CFD
Creative Financial Designs
Indiana
+$11.7M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$84.4M
2
UIA
UBP Investment Advisors
Switzerland
-$32.8M
3
CFO
Capitol Family Office
Oregon
-$30M
4
CAL
Capital Analysts LLC
Pennsylvania
-$27.6M
5
LPL Financial
LPL Financial
California
-$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
201
Ausdal Financial Partners
Iowa
$352K +$101K +3,331 +40%
RCS
202
Retirement Capital Strategies
California
$337K -$10.8M -366,454 -97%
NL
203
NWAM LLC
Washington
$335K -$6.36K -210 -2%
DA
204
Detalus Advisors
Missouri
$334K – – –
CSB
205
City State Bank
Iowa
$319K +$2.57K +85 +0.8%
VAG
206
VisionPoint Advisory Group
Texas
$317K -$11.8K -414 -4%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$314K +$306K +10,131 +3,671%
BSW
208
Buckingham Strategic Wealth
Missouri
$313K – – –
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$306K +$306K +10,096 New
HWMA
210
Heritage Wealth Management (Arizona)
Arizona
$306K +$306K +10,096 New
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$299K -$21.3K -702 -7%
FSG
212
Financial Strategies Group
Michigan
$299K +$299K +9,883 New
FAIM
213
Financial Advocates Investment Management
Washington
$292K -$82.9K -2,742 -22%
WFA
214
Wipfli Financial Advisors
Wisconsin
$288K +$288K +9,501 New
ACA
215
Aptus Capital Advisors
Alabama
$276K +$26K +859 +10%
LA
216
LexAurum Advisors
Kansas
$275K +$10.7K +352 +4%
BFA
217
Beaumont Financial Advisors
Massachusetts
$270K -$9.28K -306 -3%
BFA
218
Beacon Financial Advisory
Ohio
$259K -$576 -19 -0.2%
SPC
219
Sigma Planning Corp
Michigan
$259K +$259K +8,571 New
JWCA
220
J.W. Cole Advisors
Florida
$250K -$29.2K -965 -10%
OMC
221
Old Mission Capital
Illinois
$250K +$250K +8,272 New
BAM
222
Belpointe Asset Management
Nevada
$249K -$191K -6,320 -43%
William Blair & Company
223
William Blair & Company
Illinois
$246K +$26.3K +868 +12%
MC
224
Moors & Cabot
Massachusetts
$240K +$240K +7,916 New
MC
225
Muhlenkamp & Co
Pennsylvania
$236K +$236K +7,797 New
7 8
9
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