We are live on ! Find out more
SPIP icon

State Street SPDR Portfolio TIPS ETF
SPIP

209 hedge funds and large institutions have $534M invested in State Street SPDR Portfolio TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 105 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $678K | Put options by funds: $210K

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.18% less ownership

Funds ownership: 60.86% → 58.68% (-2.2%)

7% less funds holding

Funds holding: 225 → 209 (-16)

14% less capital invested

Capital invested by funds: $623M → $534M (-$90M)

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

60% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 105

Holders
209
Holders Change
-16
Holders Change %
-7.11%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
42
Reduced
105
Closed
31
Calls
$678K
Puts
$210K
Net Calls
+$468K
Net Calls Change
+$456K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$9.24M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.78M
3
SMM
Stadion Money Management
Georgia
+$1.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$569K
5
EIA
Eldridge Investment Advisors
New Hampshire
+$569K

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
-$24.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$11.7M
3
JP Morgan Chase
JP Morgan Chase
New York
-$9.07M
4
LPL Financial
LPL Financial
California
-$5.41M
5
NA
NewEdge Advisors
Louisiana
-$4.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
201
Golden State Equity Partners
California
$998 +$982 +38 New
CT
202
Clearstead Trust
Maine
$867 – – –
AssetMark Inc
203
AssetMark Inc
California
$263 – – –
NC
204
NewSquare Capital
Pennsylvania
$131 – – –
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$53 – – –
APC
206
Aspire Private Capital
North Carolina
$26 – – –
HNB
207
Huntington National Bank
Ohio
$26 – – –
GM
208
GeoWealth Management
Illinois
$26 +$26 +1 New
AP
209
Aspect Partners
Virginia
$15 -$1.01M -39,027 -100%
OP
210
ORG Partners
Indiana
$7 -$24K -928 Closed
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
– -$11.7M -456,947 Closed
SFS
212
Security Financial Services
Indiana
– -$1.97M -77,390 Closed
AG
213
Ascent Group
Virginia
– -$1.92M -75,505 Closed
PCA
214
Prosperity Capital Advisors
Ohio
– -$1.4M -55,220 Closed
CIAS
215
CFS Investment Advisory Services
New Jersey
– -$1.3M -51,034 Closed
DA
216
Detalus Advisors
Missouri
– -$1.22M -47,900 Closed
WWG
217
West Wealth Group
California
– -$1.13M -44,449 Closed
EFG
218
Ehrlich Financial Group
California
– -$1.11M -43,826 Closed
EH
219
Equitable Holdings
New York
– -$696K -27,371 Closed
PA
220
PFG Advisors
Arizona
– -$676K -26,608 Closed
HPC
221
Hobart Private Capital
North Carolina
– -$648K -25,500 Closed
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
– -$471K -18,546 Closed
HGWM
223
Horst & Graben Wealth Management
Oregon
– -$304K -11,943 Closed
OFS
224
OneAscent Financial Services
Alabama
– -$240K -9,434 Closed
HighTower Advisors
225
HighTower Advisors
Illinois
– -$217K -8,515 Closed
6 7 8
9
10

SPIP Hedge Fund Activity: Q3 2024 in Review

209 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2024, worth a combined $534M — down 14% from $623M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SPIP and 16 opened new positions — a net loss of 15 holders — while 105 trimmed existing stakes and 42 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $9.24M. The largest seller was Great Valley Advisor Group, cutting an estimated $24.6M.

  • 209 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2024, down from 225 in Q2 2024.
  • Funds reported $534M of State Street SPDR Portfolio TIPS ETF stock for Q3 2024, down 14% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2024 and 31 closed out, a net change of -15 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2024 was Flow Traders U.S., an estimated $9.24M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2024 was Great Valley Advisor Group, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2024.