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State Street SPDR Portfolio TIPS ETF

246 hedge funds and large institutions have $935M invested in State Street 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

302% more call options, than puts

Call options by funds: $241K | Put options by funds: $60K

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

4% more funds holding

Funds holding: 237246 (+9)

1.95% more ownership

Funds ownership: 59.73%61.68% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8% less capital invested

Capital invested by funds: $1.02B → $935M (-$79.7M)

34% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 103

Holders
246
Holders Change
+9
Holders Change %
+3.8%
% of All Funds
3.9%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Harbour Investments
Wisconsin
$23.9K +$25 +1 +0.1%
OP
202
ORG Partners
Indiana
$19.6K -$105K -4,138 -84%
IRC
203
Investors Research Corp
Georgia
$19.3K
VAG
204
VisionPoint Advisory Group
Texas
$18K
MIFH
205
Migdal Insurance & Financial Holdings
Israel
$16K
C
206
Covestor
United Kingdom
$16K +$8.98K +354 +117%
RWM
207
Ruedi Wealth Management
Illinois
$15K
PO
208
Private Ocean
California
$14.7K -$1.32K -52 -8%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$14.4K +$14.7K +578 New
CFGS
210
Concourse Financial Group Securities
Alabama
$13.1K
NS
211
NBC Securities
Alabama
$13K +$13.5K +532 New
RCM
212
Raleigh Capital Management
North Carolina
$9.81K
ACA
213
Aptus Capital Advisors
Alabama
$8.89K +$1.22K +48 +15%
WWM
214
Wolff Wiese Magana
California
$7.95K
CFD
215
Creative Financial Designs
Indiana
$7.52K +$25 +1 +0.3%
APC
216
Aspire Private Capital
North Carolina
$6.36K -$1.06K -42 -14%
BCWM
217
Bartlett & Co Wealth Management
Ohio
$6.04K
BC
218
Bartlett & Co
Ohio
$6K
SIS
219
Sound Income Strategies
Florida
$5.81K
CIA
220
Cape Investment Advisory
Georgia
$5.56K +$482 +19 +9%
GI
221
Gradient Investments
Minnesota
$5.46K -$3.25K -128 -37%
AWM
222
Avior Wealth Management
Nebraska
$4.67K
Fidelity Investments
223
Fidelity Investments
Massachusetts
$4.42K -$913 -36 -17%
WT
224
Washington Trust
Rhode Island
$4.22K
FCG
225
Financial Connections Group
California
$4K +$51 +2 +1%

SPIP Hedge Fund Activity: Q3 2023 in Review

246 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2023, worth a combined $935M — down 7.9% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SPIP positions and 22 closed out — a net gain of 11 holders — while 68 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.1M. The largest seller was Bank of America, cutting an estimated $16.1M.

  • 246 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2023, up from 237 in Q2 2023.
  • Funds reported $935M of State Street SPDR Portfolio TIPS ETF stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2023 and 22 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2023 was Morgan Stanley, an estimated $13.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2023 was Bank of America, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2023.