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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $935M invested in SPDR Portfolio TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+9
Holders Change %
+3.81%
% of All Funds
3.91%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
68
Reduced
103
Closed
22
Calls
$241K
Puts
$60K
Net Calls
+$181K
Net Calls Change
+$298K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.7M
2
Charles Schwab
2
Charles Schwab
California
$11.6M
3
Cerity Partners
3
Cerity Partners
New York
$18.6M
4
SMM
4
Stadion Money Management
Georgia
$37.4M
5
GF
5
Gries Financial
Ohio
$2.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$52M
2
Jane Street
2
Jane Street
New York
$4.63M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
State Street
4
State Street
Massachusetts
$51.1M
5
LPL Financial
5
LPL Financial
California
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
201
ORG Partners
Indiana
$19.6K -$103K -4,138 -84%
IRC
202
Investors Research Corp
Georgia
$19.3K – – –
VAG
203
VisionPoint Advisory Group
Texas
$18K – – –
MIFH
204
Migdal Insurance & Financial Holdings
Israel
$16K – – –
C
205
Covestor
United Kingdom
$16K +$8.62K +354 +117%
RWM
206
Ruedi Wealth Management
Illinois
$15K – – –
PO
207
Private Ocean
California
$14.7K -$1.29K -52 -8%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$14.4K +$14.4K +578 New
CFGS
209
Concourse Financial Group Securities
Alabama
$13.1K – – –
NS
210
NBC Securities
Alabama
$13K +$13K +532 New
RCM
211
Raleigh Capital Management
North Carolina
$9.81K – – –
ACA
212
Aptus Capital Advisors
Alabama
$8.89K +$1.19K +48 +15%
WWM
213
Wolff Wiese Magana
California
$7.95K – – –
CFD
214
Creative Financial Designs
Indiana
$7.52K +$25 +1 +0.3%
APC
215
Aspire Private Capital
North Carolina
$6.36K -$1.04K -42 -14%
BCWM
216
Bartlett & Co Wealth Management
Ohio
$6.04K – – –
BC
217
Bartlett & Co
Ohio
$6K – – –
SIS
218
Sound Income Strategies
Florida
$5.81K – – –
CIA
219
Cape Investment Advisory
Georgia
$5.56K +$472 +19 +9%
GI
220
Gradient Investments
Minnesota
$5.47K -$3.18K -128 -37%
AWM
221
Avior Wealth Management
Nebraska
$4.67K – – –
Fidelity Investments
222
Fidelity Investments
Massachusetts
$4.42K -$894 -36 -17%
WT
223
Washington Trust
Rhode Island
$4.22K – – –
FCG
224
Financial Connections Group
California
$4K +$47 +2 +1%
SIS
225
Strategic Investment Solutions
Illinois
$3.71K +$3.63K +150 +5,000%
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