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State Street SPDR Portfolio TIPS ETF
SPIP

225 hedge funds and large institutions have $623M invested in State Street 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

12% more call options, than puts

Call options by funds: $114K | Put options by funds: $102K

5% less funds holding

Funds holding: 238 → 225 (-13)

7.11% less ownership

Funds ownership: 67.97% → 60.86% (-7.1%)

26% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 94

30% less capital invested

Capital invested by funds: $890M → $623M (-$266M)

32% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 31

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

Holders
225
Holders Change
-13
Holders Change %
-5.46%
% of All Funds
3.25%
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

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$86.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.54M
3
AIA
Alera Investment Advisors
Illinois
+$4.94M
4
GVAG
Great Valley Advisor Group
Delaware
+$3.87M
5
NA
NewEdge Advisors
Louisiana
+$2.85M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$214M
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$14.3M
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 		Change in
Stake
CA
201
Clearstead Advisors
Ohio
$5.08K – – –
SWM
202
Spire Wealth Management
Virginia
$4.55K -$83.4K -3,294 -95%
WT
203
Washington Trust
Rhode Island
$4.32K – – –
AWM
204
Avior Wealth Management
Nebraska
$4.04K -$37.1K -1,467 -90%
CAS
205
Coppell Advisory Solutions
Texas
$3.41K +$3.39K +134 New
CP
206
Castleview Partners
Texas
$2.9K +$810 +32 +39%
SOS
207
Silver Oak Securities
Tennessee
$2.88K +$2.86K +113 New
WTA
208
Washington Trust Advisors
Massachusetts
$2.72K – – –
TRCT
209
Tower Research Capital (TRC)
New York
$2.54K – – –
SS
210
Sunbelt Securities
Texas
$2.24K – – –
IRC
211
Investors Research Corp
Georgia
$2.13K -$12.3K -485 -85%
1832 Asset Management
212
1832 Asset Management
Ontario, Canada
$2.13K – – –
NP
213
NorthRock Partners
Minnesota
$2.13K – – –
RF
214
Robinswood Financial
Washington
$1.67K – – –
IA
215
IFP Advisors
Florida
$1.52K -$39K -1,540 -96%
DWM
216
Dogwood Wealth Management
Kansas
$1.22K +$1.22K +48 New
TFA
217
Transamerica Financial Advisors
Florida
$1K – – –
CT
218
Clearstead Trust
Maine
$839 – – –
AssetMark Inc
219
AssetMark Inc
California
$254 – – –
NC
220
NewSquare Capital
Pennsylvania
$127 – – –
FGAM
221
Financial Gravity Asset Management
Texas
$76 – – –
BNP Paribas Financial Markets
222
BNP Paribas Financial Markets
France
$51 +$51 +2 New
BIA
223
Bell Investment Advisors
California
$26 +$25 +1 New
APC
224
Aspire Private Capital
North Carolina
$25 -$6.46K -255 -100%
AWM
225
Abound Wealth Management
Tennessee
$15 +$25 +1 New
7 8
9
10 11

SPIP Hedge Fund Activity: Q2 2024 in Review

225 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2024, worth a combined $623M — down 30% from $890M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SPIP and 21 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 70 added.

The largest buyer was Charles Schwab, adding an estimated $86.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $214M sold.

  • 225 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2024, down from 238 in Q1 2024.
  • Funds reported $623M of State Street SPDR Portfolio TIPS ETF stock for Q2 2024, down 30% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2024 and 31 closed out, a net change of -10 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2024 was Charles Schwab, an estimated $86.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2024 was Lincoln National Corp, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2024.