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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

223 hedge funds and large institutions have $623M invested in SPDR Portfolio TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-13
Holders Change %
-5.51%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
21
Increased
70
Reduced
94
Closed
31
Calls
$114K
Puts
$102K
Net Calls
+$12K
Net Calls Change
+$535K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$86.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.57M
3
AIA
Alera Investment Advisors
Illinois
+$4.96M
4
GVAG
Great Valley Advisor Group
Delaware
+$3.88M
5
NA
NewEdge Advisors
Louisiana
+$2.86M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$214M
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$14.4M
3
FIA
Foundations Investment Advisors
Arizona
-$8.19M
4
MWM
Mosley Wealth Management
California
-$8.13M
5
SMM
Stadion Money Management
Georgia
-$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$4.55K -$83.7K -3,294 -95%
WT
202
Washington Trust
Rhode Island
$4.32K – – –
AWM
203
Avior Wealth Management
Nebraska
$4.04K -$37.3K -1,467 -90%
CAS
204
Coppell Advisory Solutions
Texas
$3.41K +$3.41K +134 New
CP
205
Castleview Partners
Texas
$2.9K +$813 +32 +39%
SOS
206
Silver Oak Securities
Tennessee
$2.88K +$2.88K +113 New
WTA
207
Washington Trust Advisors
Massachusetts
$2.72K – – –
TRCT
208
Tower Research Capital (TRC)
New York
$2.54K – – –
SS
209
Sunbelt Securities
Texas
$2.24K – – –
IRC
210
Investors Research Corp
Georgia
$2.14K -$12.3K -485 -85%
NP
211
NorthRock Partners
Minnesota
$2.14K – – –
1832 Asset Management
212
1832 Asset Management
Ontario, Canada
$2.14K – – –
IA
213
IFP Advisors
Florida
$1.53K -$39.1K -1,540 -96%
DWM
214
Dogwood Wealth Management
Kansas
$1.22K +$1.22K +48 New
TFA
215
Transamerica Financial Advisors
Florida
$1K – – –
CT
216
Clearstead Trust
Maine
$839 – – –
AssetMark Inc
217
AssetMark Inc
California
$254 – – –
NC
218
NewSquare Capital
Pennsylvania
$127 – – –
FGAM
219
Financial Gravity Asset Management
Texas
$76 – – –
BNP Paribas Financial Markets
220
BNP Paribas Financial Markets
France
$51 +$51 +2 New
BIA
221
Bell Investment Advisors
California
$26 +$26 +1 New
APC
222
Aspire Private Capital
North Carolina
$25 -$6.38K -255 -100%
AWM
223
Abound Wealth Management
Tennessee
$15 +$15 +1 New
LNC
224
Lincoln National Corp
Pennsylvania
– -$214M -8,350,188 Closed
CSIA
225
Charles Schwab Investment Advisory
California
– -$90.6M -3,536,643 Closed
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