We are live on ! Find out more
SPIP icon

State Street SPDR Portfolio TIPS ETF

247 hedge funds and large institutions have $935M invested in State Street SPDR Portfolio TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

3.31% more ownership

Funds ownership: 61.68%64.99% (+3.3%)

0% more funds holding

Funds holding: 246247 (+1)

0% less capital invested

Capital invested by funds: $935M → $935M (-$488K)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 103

98% less call options, than puts

Call options by funds: $13K | Put options by funds: $540K

Holders
247
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
42
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
201
Adirondack Trust Company
New York
$28.9K
HI
202
Harbour Investments
Wisconsin
$26.5K +$1.78K +71 +7%
GFPC
203
Global Financial Private Client
Florida
$23.1K -$3.13K -125 -12%
NS
204
NBC Securities
Alabama
$23K +$9.21K +368 +69%
Barclays
205
Barclays
United Kingdom
$20.8K +$20.4K +814 New
OFG
206
Oxford Financial Group
Indiana
$19.2K +$18.8K +750 New
VAG
207
VisionPoint Advisory Group
Texas
$18.5K
CPA
208
Cardiff Park Advisors
California
$17.9K +$17.5K +700 New
MIFH
209
Migdal Insurance & Financial Holdings
Israel
$17K
PA
210
Pineridge Advisors
Missouri
$16.8K +$16.5K +658 New
RWM
211
Ruedi Wealth Management
Illinois
$15.4K
IRC
212
Investors Research Corp
Georgia
$14.5K -$5.16K -206 -27%
C
213
Covestor
United Kingdom
$14K -$2.78K -111 -17%
CFGS
214
Concourse Financial Group Securities
Alabama
$13.5K
KWAG
215
Kiely Wealth Advisory Group
North Carolina
$10K +$9.84K +393 New
FFA
216
Frazier Financial Advisors
Ohio
$8.95K +$8.76K +350 New
RCM
217
Raleigh Capital Management
North Carolina
$8.93K -$1.15K -46 -12%
ACA
218
Aptus Capital Advisors
Alabama
$7.93K -$1.2K -48 -13%
CFD
219
Creative Financial Designs
Indiana
$7.76K
SPWM
220
Spartan Planning & Wealth Management
North Carolina
$7.57K -$920K -36,766 -99%
HGA
221
Hobbs Group Advisors
South Carolina
$6.9K +$6.76K +270 New
APC
222
Aspire Private Capital
North Carolina
$6.54K
BCWM
223
Bartlett & Co Wealth Management
Ohio
$6.26K
CP
224
Castleview Partners
Texas
$6.21K -$19.8K -791 -76%
BC
225
Bartlett & Co
Ohio
$6K

SPIP Hedge Fund Activity: Q4 2023 in Review

247 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2023, worth a combined $935M — down 0.05% from $935M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPIP positions and 37 closed out — a net gain of 5 holders — while 62 added to existing stakes and 103 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $22.3M. The largest seller was Stadion Money Management, cutting an estimated $15.8M.

  • 247 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2023, up from 246 in Q3 2023.
  • Funds reported $935M of State Street SPDR Portfolio TIPS ETF stock for Q4 2023, down 0.05% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2023 and 37 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2023 was Great Valley Advisor Group, an estimated $22.3M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2023 was Stadion Money Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2023.