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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

165 hedge funds and large institutions have $1.24B invested in SPDR Portfolio TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
165
Holders Change
+30
Holders Change %
+22.22%
% of All Funds
3.26%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
40
Increased
64
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$69.6M
2
FEG
2
Financial Enhancement Group
Indiana
$25.4M
3
Bank of America
3
Bank of America
North Carolina
$39.3M
4
LNC
4
Lincoln National Corp
Pennsylvania
$210M
5
BIP
5
Blueprint Investment Partners
North Carolina
$7.87M

Top Sellers

1
State Street
1
State Street
Massachusetts
$265M
2
UBS AM
2
UBS AM
Illinois
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$298M
4
Citadel Advisors
4
Citadel Advisors
Florida
$601K
5
BIAS
5
Beacon Investment Advisory Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$298M 10,449,675 -380,851 -4%
State Street
2
State Street
Massachusetts
$265M 9,279,239 -695,440 -7%
LNC
3
Lincoln National Corp
Pennsylvania
$210M 7,386,285 +297,751 +4%
AssetMark Inc
4
AssetMark Inc
California
$69.6M 2,437,756 +1,771,442 +266%
PFA
5
Pure Financial Advisors
California
$49.1M 1,719,810 +14,834 +0.9%
Bank of America
6
Bank of America
North Carolina
$39.3M 1,378,201 +626,987 +83%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$26.6M 930,872 +89,454 +11%
FEG
8
Financial Enhancement Group
Indiana
$25.4M 889,315 +889,167 +600,789%
Morgan Stanley
9
Morgan Stanley
New York
$16.7M 583,552 +52,842 +10%
CAL
10
Capital Analysts LLC
Pennsylvania
$16.6M 579,998 +7,264 +1%
WCWM
11
Willow Creek Wealth Management
California
$13.4M 468,683 +17,929 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.9M 381,187 +56,955 +18%
UIA
13
UBP Investment Advisors
Switzerland
$10.4M 364,590 -153 -0%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$10.1M 353,918 +170,068 +93%
SMM
15
Stadion Money Management
Georgia
$9.81M 343,533 +6,501 +2%
GFPC
16
Global Financial Private Capital
Florida
$9.59M 335,864 +1,941 +0.6%
TF
17
TIAA FSB
Florida
$8M 280,057 +8,502 +3%
CFS
18
Cannon Financial Strategists
Georgia
$7.93M 277,842 +38,773 +16%
BIP
19
Blueprint Investment Partners
North Carolina
$7.87M 275,732 +275,732 New
MWM
20
Merriman Wealth Management
Washington
$7.71M 270,102 -4,172 -2%
OIWM
21
OptiFour Integrated Wealth Management
Virginia
$5.36M 187,668 +62 +0%
LFG
22
Larson Financial Group
Missouri
$5.23M 183,203 +27,530 +18%
UBS Group
23
UBS Group
Switzerland
$5.1M 178,640 +27,235 +18%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.92M 172,405 +37,002 +27%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.13M 144,669 +20,803 +17%
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