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SPDR Portfolio TIPS ETF

130 hedge funds and large institutions have $1.15B invested in SPDR Portfolio TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 20 closing their positions.

Holders
130
Holders Change
-5
Holders Change %
-3.7%
% of All Funds
2.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
18
Increased
54
Reduced
35
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$324M 5,720,537 -515,750 -8%
State Street
2
State Street
Massachusetts
$272M 4,814,996 +125,835 +3%
LNC
3
Lincoln National Corp
Pennsylvania
$204M 3,607,058 -146,108 -4%
PFA
4
Pure Financial Advisors
California
$48.9M 864,164 +17,149 +2%
AssetMark Inc
5
AssetMark Inc
California
$24.5M 432,565 +54,723 +14%
Bank of America
6
Bank of America
North Carolina
$22.9M 405,293 +38,958 +11%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$19.2M 338,677 +71,221 +27%
Morgan Stanley
8
Morgan Stanley
New York
$15.5M 273,359 -934 -0.3%
UBS AM
9
UBS AM
Illinois
$14.2M 251,636 +113,478 +82%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.1M 213,446 +85,270 +67%
WCWM
11
Willow Creek Wealth Management
California
$11.9M 210,271 +25,725 +14%
GFPC
12
Global Financial Private Capital
Florida
$11.2M 197,785 -14,365 -7%
Jane Street
13
Jane Street
New York
$10.2M 180,468 +180,468 New
Citadel Advisors
14
Citadel Advisors
Florida
$10.2M 179,997 +179,997 New
SMM
15
Stadion Money Management
Georgia
$9.15M 161,736 +7,840 +5%
UIA
16
UBP Investment Advisors
Switzerland
$8.96M 158,270 -10,566 -6%
CIM
17
Cambria Investment Management
California
$7.96M 140,689 +139,188 +9,273%
TF
18
TIAA FSB
Florida
$7.46M 131,751 -6,128 -4%
OIWM
19
OptiFour Integrated Wealth Management
Virginia
$5.26M 93,026 -422 -0.5%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4.49M 79,328 +22,243 +39%
UBS Group
21
UBS Group
Switzerland
$4.29M 75,857 -15,853 -17%
LFG
22
Larson Financial Group
Missouri
$4.16M 73,585 +9,852 +15%
CFS
23
Cannon Financial Strategists
Georgia
$4.03M 71,166 +10,451 +17%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.82M 67,481 +44,995 +200%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.7M 65,323 +15,703 +32%