SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

135 hedge funds and large institutions have $1.15B invested in SPDR Portfolio TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 8 reducing their positions, and 18 closing their positions.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
24
Increased
101
Reduced
8
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$284M
2
CSIA
2
Charles Schwab Investment Advisory
California
$309M
3
LNC
3
Lincoln National Corp
Pennsylvania
$202M
4
PFA
4
Pure Financial Advisors
California
$48.6M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$16.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CIM
2
Cambria Investment Management
California
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.01M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$894K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$309M 10,830,526 +5,109,989 +89%
State Street
2
State Street
Massachusetts
$284M 9,974,679 +5,159,683 +107%
LNC
3
Lincoln National Corp
Pennsylvania
$202M 7,088,534 +3,481,476 +97%
PFA
4
Pure Financial Advisors
California
$48.6M 1,704,976 +840,812 +97%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$24M 841,418 +502,741 +148%
Bank of America
6
Bank of America
North Carolina
$21.4M 751,214 +345,921 +85%
AssetMark Inc
7
AssetMark Inc
California
$19M 666,314 +233,749 +54%
CAL
8
Capital Analysts LLC
Pennsylvania
$16.3M 572,734 +571,920 +70,260%
UBS AM
9
UBS AM
Illinois
$15.5M 541,742 +290,106 +115%
Morgan Stanley
10
Morgan Stanley
New York
$15.1M 530,710 +257,351 +94%
WCWM
11
Willow Creek Wealth Management
California
$12.9M 450,754 +240,483 +114%
UIA
12
UBP Investment Advisors
Switzerland
$10.4M 364,743 +206,473 +130%
SMM
13
Stadion Money Management
Georgia
$9.61M 337,032 +175,296 +108%
GFPC
14
Global Financial Private Capital
Florida
$9.52M 333,923 +136,138 +69%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.25M 324,232 +110,786 +52%
MWM
16
Merriman Wealth Management
Washington
$7.82M 274,274 +135,850 +98%
TF
17
TIAA FSB
Florida
$7.74M 271,555 +139,804 +106%
CFS
18
Cannon Financial Strategists
Georgia
$6.82M 239,069 +167,903 +236%
OIWM
19
OptiFour Integrated Wealth Management
Virginia
$5.35M 187,606 +94,580 +102%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$5.24M 183,850 +104,522 +132%
LFG
21
Larson Financial Group
Missouri
$4.44M 155,673 +82,088 +112%
UBS Group
22
UBS Group
Switzerland
$4.32M 151,405 +75,548 +100%
GC
23
Guggenheim Capital
Illinois
$4.31M 151,237 +86,507 +134%
Citadel Advisors
24
Citadel Advisors
Florida
$4.01M 140,610 -39,387 -22%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.86M 135,403 +71,105 +111%
1
2 3 4 5