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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

163 hedge funds and large institutions have $1.16B invested in SPDR Portfolio TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 23 closing their positions.

Holders
163
Holders Change
-2
Holders Change %
-1.21%
% of All Funds
3.6%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
24
Increased
47
Reduced
65
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$385M
2
NC
2
NewSquare Capital
Pennsylvania
$25.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.26M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.28M
5
LPL Financial
5
LPL Financial
California
$10.7M

Top Sellers

1
State Street
1
State Street
Massachusetts
$152M
2
AssetMark Inc
2
AssetMark Inc
California
$19.9M
3
LNC
3
Lincoln National Corp
Pennsylvania
$174M
4
Bank of America
4
Bank of America
North Carolina
$28.5M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$385M 13,245,302 +2,795,627 +27%
LNC
2
Lincoln National Corp
Pennsylvania
$174M 6,004,679 -1,381,606 -19%
State Street
3
State Street
Massachusetts
$152M 5,219,616 -4,059,623 -44%
PFA
4
Pure Financial Advisors
California
$43M 1,481,688 -238,122 -14%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$32.2M 1,109,941 +179,069 +19%
Bank of America
6
Bank of America
North Carolina
$28.5M 980,200 -398,001 -29%
NC
7
NewSquare Capital
Pennsylvania
$25.4M 874,575 +874,575 New
FEG
8
Financial Enhancement Group
Indiana
$25.3M 870,165 -19,150 -2%
AssetMark Inc
9
AssetMark Inc
California
$19.9M 686,148 -1,751,608 -72%
Morgan Stanley
10
Morgan Stanley
New York
$18.6M 639,750 +56,198 +10%
CAL
11
Capital Analysts LLC
Pennsylvania
$16.4M 564,256 -15,742 -3%
WCWM
12
Willow Creek Wealth Management
California
$13M 447,836 -20,847 -4%
TF
13
TIAA FSB
Florida
$10.7M 368,518 +88,461 +32%
LPL Financial
14
LPL Financial
California
$10.7M 368,059 +233,497 +174%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.4M 357,803 -23,384 -6%
UIA
16
UBP Investment Advisors
Switzerland
$10.2M 350,744 -13,846 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$9.26M 333,739 +333,739 New
SMM
18
Stadion Money Management
Georgia
$9.1M 313,500 -30,033 -9%
GFPC
19
Global Financial Private Capital
Florida
$8.99M 309,504 -26,360 -8%
CFS
20
Cannon Financial Strategists
Georgia
$8.63M 297,328 +19,486 +7%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$8.28M 280,356 +280,116 +116,715%
UBS Group
22
UBS Group
Switzerland
$6.36M 219,070 +40,430 +23%
CST
23
Charles Schwab Trust
Nevada
$5.54M 190,651 +106,386 +126%
CIM
24
Cambria Investment Management
California
$5.51M 189,762 +189,762 New
BIP
25
Blueprint Investment Partners
North Carolina
$5.4M 185,873 -89,859 -33%
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