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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $1.08B invested in SPDR Portfolio TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-26
Holders Change %
-9.59%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
21
Increased
69
Reduced
116
Closed
40
Calls
$2.76M
Puts
$1.49M
Net Calls
+$1.27M
Net Calls Change
-$2.13M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$17.3M
2
MWM
2
Merriman Wealth Management
Washington
$6.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.9M
4
BCM
4
BlueCrest Capital Management
Jersey
$3.38M
5
PFS
5
Prospera Financial Services
Texas
$12.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$109M
2
SMM
2
Stadion Money Management
Georgia
$48M
3
Bank of America
3
Bank of America
North Carolina
$66.6M
4
LPL Financial
4
LPL Financial
California
$65.9M
5
PAG
5
Private Advisor Group
New Jersey
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
201
Global Financial Private Client
Florida
$27.3K -$2.73K -103 -9%
CP
202
Castleview Partners
Texas
$27.2K -$14.9K -560 -35%
CFD
203
Creative Financial Designs
Indiana
$26.7K -$4.62K -173 -15%
S
204
SignatureFD
Georgia
$18.5K +$27 +1 +0.1%
MIFH
205
Migdal Insurance & Financial Holdings
Israel
$17K – – –
RWM
206
Ruedi Wealth Management
Illinois
$16.1K +$16.1K +602 New
PO
207
Private Ocean
California
$15.8K – – –
NA
208
NewEdge Advisors
Louisiana
$14.3K -$192K -7,190 -93%
CFGS
209
Concourse Financial Group Securities
Alabama
$14.1K -$6.48K -243 -32%
SIS
210
Sound Income Strategies
Florida
$11.9K – – –
GWS
211
Glassman Wealth Services
Virginia
$9.55K +$9.55K +358 New
ACA
212
Aptus Capital Advisors
Alabama
$9.07K -$128K -4,799 -93%
C
213
Covestor
United Kingdom
$9K +$6.47K +235 +255%
WWM
214
Wolff Wiese Magana
California
$8.54K +$8.54K +320 New
APC
215
Aspire Private Capital
North Carolina
$7.92K – – –
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$7.52K – – –
BCWM
217
Bartlett & Co Wealth Management
Ohio
$6.48K – – –
AssetMark Inc
218
AssetMark Inc
California
$6.37K – – –
BC
219
Bartlett & Co
Ohio
$6K – – –
PA
220
PSI Advisors
Florida
$5.87K – – –
SPIA
221
Steward Partners Investment Advisory
New York
$5.33K – – –
Commonwealth Equity Services
222
Commonwealth Equity Services
Massachusetts
$5.33K -$2.45K -91,961 -32%
AWM
223
Avior Wealth Management
Nebraska
$5.01K -$105K -3,945 -95%
WT
224
Washington Trust
Rhode Island
$4.53K – – –
FCG
225
Financial Connections Group
California
$4K – – –
7 8
9
10 11