SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

112 hedge funds and large institutions have $767M invested in SPDR Portfolio TIPS ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
18
Increased
48
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$8.66M
2
MWM
2
Merriman Wealth Management
Washington
$8M
3
UBS AM
3
UBS AM
Illinois
$10.3M
4
UBS Group
4
UBS Group
Switzerland
$8.65M
5
FEG
5
Financial Enhancement Group
Indiana
$26.1M

Top Sellers

1
TF
1
TIAA FSB
Florida
$10.6M
2
State Street
2
State Street
Massachusetts
$260M
3
Jane Street
3
Jane Street
New York
$11.1M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$966K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.28M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$260M 4,684,917 -375,204 -7%
LNC
2
Lincoln National Corp
Pennsylvania
$211M 3,808,577 +13,730 +0.4%
AssetMark Inc
3
AssetMark Inc
California
$28.2M 507,742 +16,430 +3%
FEG
4
Financial Enhancement Group
Indiana
$26.1M 470,151 +28,070 +6%
Bank of America
5
Bank of America
North Carolina
$17.2M 309,269 -15,182 -5%
GFPC
6
Global Financial Private Capital
Florida
$17M 306,920 +25,786 +9%
Morgan Stanley
7
Morgan Stanley
New York
$14.6M 262,113 -9,170 -3%
AA
8
Advisory Alpha
Michigan
$11.1M 202,684 +8,218 +4%
Jane Street
9
Jane Street
New York
$11.1M 199,006 -59,794 -23%
TF
10
TIAA FSB
Florida
$10.6M 190,486 -542,638 -74%
UBS AM
11
UBS AM
Illinois
$10.3M 185,196 +101,315 +121%
UIA
12
UBP Investment Advisors
Switzerland
$9.46M 171,568 +2,781 +2%
BIAS
13
Beacon Investment Advisory Services
New Jersey
$9.24M 166,340 +13,718 +9%
Wells Fargo
14
Wells Fargo
California
$8.79M 158,257 +10,656 +7%
CSIA
15
Charles Schwab Investment Advisory
California
$8.66M 155,921 +155,921 New
UBS Group
16
UBS Group
Switzerland
$8.65M 155,824 +36,688 +31%
FWM
17
Focused Wealth Management
New York
$8.61M 155,050 +8,507 +6%
SMM
18
Stadion Money Management
Georgia
$8.32M 149,754 +2,508 +2%
MWM
19
Merriman Wealth Management
Washington
$8M 144,122 +144,122 New
QA
20
Quantitative Advantage
Minnesota
$7.09M 127,684 -2,469 -2%
WCWM
21
Willow Creek Wealth Management
California
$7M 126,070 +5,694 +5%
BCI
22
Brinker Capital Investments
Pennsylvania
$6.06M 109,201 +7,606 +7%
Wolverine Trading
23
Wolverine Trading
Illinois
$4.65M 83,428 – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.04M 54,780 -2,524 -4%
LFG
25
Larson Financial Group
Missouri
$2.76M 49,706 +9,328 +23%
1
2 3 4 5