SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $935M invested in SPDR Portfolio TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
–
Holders Change %
0%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
41
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$23.5M
2
GP
2
Greenline Partners
New York
$11.1M
3
Cerity Partners
3
Cerity Partners
New York
$28.3M
4
LNC
4
Lincoln National Corp
Pennsylvania
$207M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.46M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$22.3M
2
Bank of America
2
Bank of America
North Carolina
$39.9M
3
LPL Financial
3
LPL Financial
California
$46.3M
4
PFS
4
Prospera Financial Services
Texas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
Harbour Investments
Wisconsin
$26.5K +$1.82K +71 +7%
GFPC
202
Global Financial Private Client
Florida
$23.1K -$3.2K -125 -12%
NS
203
NBC Securities
Alabama
$23K +$9.4K +368 +69%
Barclays
204
Barclays
United Kingdom
$21K +$21K +814 New
OFG
205
Oxford Financial Group
Indiana
$19.2K +$19.2K +750 New
VAG
206
VisionPoint Advisory Group
Texas
$18.5K – – –
CPA
207
Cardiff Park Advisors
California
$17.9K +$17.9K +700 New
MIFH
208
Migdal Insurance & Financial Holdings
Israel
$17K – – –
PA
209
Pineridge Advisors
Missouri
$16.8K +$16.8K +658 New
RWM
210
Ruedi Wealth Management
Illinois
$15.4K – – –
IRC
211
Investors Research Corp
Georgia
$14.5K -$5.27K -206 -27%
C
212
Covestor
United Kingdom
$14K -$2.85K -111 -17%
CFGS
213
Concourse Financial Group Securities
Alabama
$13.5K – – –
KWAG
214
Kiely Wealth Advisory Group
North Carolina
$10K +$10K +393 New
FFA
215
Frazier Financial Advisors
Ohio
$8.95K +$8.95K +350 New
RCM
216
Raleigh Capital Management
North Carolina
$8.93K -$1.18K -46 -12%
ACA
217
Aptus Capital Advisors
Alabama
$7.93K -$1.23K -48 -13%
CFD
218
Creative Financial Designs
Indiana
$7.76K – – –
SPWM
219
Spartan Planning & Wealth Management
North Carolina
$7.57K -$940K -36,766 -99%
HGA
220
Hobbs Group Advisors
South Carolina
$6.9K +$6.9K +270 New
APC
221
Aspire Private Capital
North Carolina
$6.55K – – –
BCWM
222
Bartlett & Co Wealth Management
Ohio
$6.26K – – –
CP
223
Castleview Partners
Texas
$6.21K -$20.2K -791 -76%
BC
224
Bartlett & Co
Ohio
$6K – – –
SIS
225
Sound Income Strategies
Florida
$5.98K – – –
7 8
9
10 11