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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

132 hedge funds and large institutions have $1.12B invested in SPDR Portfolio TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 17 closing their positions.

Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
33
Increased
46
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$357M
2
Bank of America
2
Bank of America
North Carolina
$28.4M
3
RWM
3
Ritholtz Wealth Management
New York
$13.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.88M
5
FTUS
5
Flow Traders U.S.
New York
$6.99M

Top Sellers

1
State Street
1
State Street
Massachusetts
$227M
2
Jane Street
2
Jane Street
New York
$0
3
AA
3
Advisory Alpha
Michigan
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$195M
5
FWM
5
Focused Wealth Management
New York
$134K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$357M 6,621,949 +5,349,182 +420%
State Street
2
State Street
Massachusetts
$227M 4,206,466 -347,736 -8%
LNC
3
Lincoln National Corp
Pennsylvania
$195M 3,625,223 -158,539 -4%
PFA
4
Pure Financial Advisors
California
$45.9M 851,512 +32,558 +4%
Bank of America
5
Bank of America
North Carolina
$28.4M 527,600 +263,019 +99%
FEG
6
Financial Enhancement Group
Indiana
$26.3M 482,827 +440 +0.1%
AssetMark Inc
7
AssetMark Inc
California
$22.2M 411,519 -58,261 -12%
Morgan Stanley
8
Morgan Stanley
New York
$14.7M 271,920 +21,282 +8%
RWM
9
Ritholtz Wealth Management
New York
$13.7M 253,379 +253,379 New
TF
10
TIAA FSB
Florida
$12.3M 228,702 +39,777 +21%
GFPC
11
Global Financial Private Capital
Florida
$11.8M 219,300 -61,865 -22%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$10.9M 203,082 +107,267 +112%
UIA
13
UBP Investment Advisors
Switzerland
$9.48M 175,980 +18,156 +12%
WCWM
14
Willow Creek Wealth Management
California
$9.28M 172,278 +43,671 +34%
BIAS
15
Beacon Investment Advisory Services
New Jersey
$9.04M 167,734 -2,000 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.88M 164,795 +156,665 +1,927%
SMM
17
Stadion Money Management
Georgia
$7.86M 145,786 -16,538 -10%
Wells Fargo
18
Wells Fargo
California
$7.41M 137,467 -18,164 -12%
FTUS
19
Flow Traders U.S.
New York
$6.99M 129,645 +122,005 +1,597%
UBS AM
20
UBS AM
Illinois
$6.87M 127,562 -65,135 -34%
BCI
21
Brinker Capital Investments
Pennsylvania
$5.51M 102,206 -7,909 -7%
OIWM
22
OptiFour Integrated Wealth Management
Virginia
$4.78M 88,633 +88,633 New
UBS Group
23
UBS Group
Switzerland
$4.67M 86,652 -35,880 -29%
EFL
24
ERn Financial LLC
Wisconsin
$3.5M 64,867 +64,867 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.16M 58,697 +6,466 +12%
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