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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

135 hedge funds and large institutions have $1.13B invested in SPDR Portfolio TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
2.93%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
16
Increased
35
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$261M
2
MWM
2
Merriman Wealth Management
Washington
$7.8M
3
LNC
3
Lincoln National Corp
Pennsylvania
$209M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$14.9M
5
CFS
5
Cannon Financial Strategists
Georgia
$3.38M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$347M
2
RWM
2
Ritholtz Wealth Management
New York
$3.71M
3
Bank of America
3
Bank of America
North Carolina
$20.4M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$2.32M
5
FEG
5
Financial Enhancement Group
Indiana
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$347M 6,236,287 -385,662 -6%
State Street
2
State Street
Massachusetts
$261M 4,689,161 +482,695 +11%
LNC
3
Lincoln National Corp
Pennsylvania
$209M 3,753,166 +127,943 +4%
PFA
4
Pure Financial Advisors
California
$47.2M 847,015 -4,497 -0.5%
AssetMark Inc
5
AssetMark Inc
California
$21M 377,842 -33,677 -8%
Bank of America
6
Bank of America
North Carolina
$20.4M 366,335 -161,265 -31%
FEG
7
Financial Enhancement Group
Indiana
$19.9M 358,045 -124,782 -26%
Morgan Stanley
8
Morgan Stanley
New York
$15.3M 274,293 +2,373 +0.9%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$14.9M 267,456 +64,374 +32%
GFPC
10
Global Financial Private Capital
Florida
$11.8M 212,150 -7,150 -3%
WCWM
11
Willow Creek Wealth Management
California
$10.3M 184,546 +12,268 +7%
UIA
12
UBP Investment Advisors
Switzerland
$9.4M 168,836 -7,144 -4%
SMM
13
Stadion Money Management
Georgia
$8.57M 153,896 +8,110 +6%
MWM
14
Merriman Wealth Management
Washington
$7.8M 140,011 +140,011 New
UBS AM
15
UBS AM
Illinois
$7.69M 138,158 +10,596 +8%
TF
16
TIAA FSB
Florida
$7.68M 137,879 -90,823 -40%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.14M 128,176 -36,619 -22%
OIWM
18
OptiFour Integrated Wealth Management
Virginia
$5.2M 93,448 +4,815 +5%
UBS Group
19
UBS Group
Switzerland
$5.11M 91,710 +5,058 +6%
RWM
20
Ritholtz Wealth Management
New York
$3.71M 66,601 -186,778 -74%
LFG
21
Larson Financial Group
Missouri
$3.55M 63,733 +6,332 +11%
EFL
22
ERn Financial LLC
Wisconsin
$3.54M 64,201 -666 -1%
CFS
23
Cannon Financial Strategists
Georgia
$3.38M 60,715 +60,715 New
GC
24
Guggenheim Capital
Illinois
$3.22M 57,903 +13,546 +31%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$3.18M 57,085 +1,278 +2%
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