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SPDR Portfolio TIPS ETF

52 hedge funds and large institutions have $412M invested in SPDR Portfolio TIPS ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
3
Increased
12
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LNC
1
Lincoln National Corp
Pennsylvania
$182M 3,178,324 +58,313 +2%
State Street
2
State Street
Massachusetts
$151M 2,629,109 -273,858 -9%
AssetMark Inc
3
AssetMark Inc
California
$13.6M 237,399 -110,461 -32%
TCT
4
TIAA CREF Trust
Missouri
$13.2M 230,025 +2,320 +1%
Bank of America
5
Bank of America
North Carolina
$7.03M 122,625 +4,324 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$5.16M 90,026 +5,822 +7%
BT
7
Beacon Trust
New Jersey
$4.62M 80,558 -1,706 -2%
Morgan Stanley
8
Morgan Stanley
New York
$4.3M 75,035 -4,263 -5%
PFM
9
Phillips Financial Management
Indiana
$4M 69,878 -1,924 -3%
Wells Fargo
10
Wells Fargo
California
$2.88M 50,271 +207 +0.4%
PFA
11
Pure Financial Advisors
California
$2.79M 48,664 +842 +2%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$2.68M 46,670 -758 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.39M 41,664 -26,735 -39%
FPCP
14
Fort Point Capital Partners
California
$2.2M 38,358 -2,241 -6%
Invesco
15
Invesco
Georgia
$1.57M 27,440 -7,028 -20%
RJA
16
Raymond James & Associates
Florida
$1.31M 22,784 +1,319 +6%
EA
17
Efficient Advisors
Ohio
$1.17M 20,391 -470 -2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.06M 18,517 -17,813 -49%
Goldman Sachs
19
Goldman Sachs
New York
$856K 14,922 -24 -0.2%
PA
20
Pinnacle Associates
New York
$835K 14,564 -700 -5%
LPL Financial
21
LPL Financial
California
$824K 14,360 -2,306 -14%
BCMIO
22
Beacon Capital Management Inc (Ohio)
Ohio
$808K 14,094 -439 -3%
U
23
UBS
Switzerland
$760K 13,249 -792 -6%
HighTower Advisors
24
HighTower Advisors
Illinois
$635K 11,076 -226 -2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$566K 9,864 +1,235 +14%