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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

167 hedge funds and large institutions have $1.18B invested in SPDR Portfolio TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 19 closing their positions.

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
3.43%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.21%
New
25
Increased
57
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LNC
1
Lincoln National Corp
Pennsylvania
$197M
2
LPL Financial
2
LPL Financial
California
$23.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18M
4
GI
4
Glovista Investments
New Jersey
$7.03M
5
PAG
5
Private Advisor Group
New Jersey
$8.04M

Top Sellers

1
State Street
1
State Street
Massachusetts
$130M
2
NC
2
NewSquare Capital
Pennsylvania
$94K
3
CSIA
3
Charles Schwab Investment Advisory
California
$376M
4
FEG
4
Financial Enhancement Group
Indiana
$18.5M
5
Bank of America
5
Bank of America
North Carolina
$22.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$376M 12,476,623 -768,679 -6%
LNC
2
Lincoln National Corp
Pennsylvania
$197M 6,541,570 +536,891 +9%
State Street
3
State Street
Massachusetts
$130M 4,304,686 -914,930 -18%
PFA
4
Pure Financial Advisors
California
$43.6M 1,446,956 -34,732 -2%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$36.8M 1,220,366 +110,425 +10%
LPL Financial
6
LPL Financial
California
$23.8M 789,455 +421,396 +114%
Morgan Stanley
7
Morgan Stanley
New York
$23.1M 767,783 +128,033 +20%
Bank of America
8
Bank of America
North Carolina
$22.4M 742,374 -237,826 -24%
FEG
9
Financial Enhancement Group
Indiana
$18.5M 613,213 -256,952 -30%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$18M 598,562 +240,759 +67%
AssetMark Inc
11
AssetMark Inc
California
$17.5M 579,135 -107,013 -16%
CAL
12
Capital Analysts LLC
Pennsylvania
$16.8M 556,074 -8,182 -1%
TF
13
TIAA FSB
Florida
$14.5M 479,544 +111,026 +30%
WCWM
14
Willow Creek Wealth Management
California
$13.8M 457,066 +9,230 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$11.3M 373,498 +39,759 +12%
UIA
16
UBP Investment Advisors
Switzerland
$10.8M 356,912 +6,168 +2%
SMM
17
Stadion Money Management
Georgia
$9.56M 317,306 +3,806 +1%
GFPC
18
Global Financial Private Capital
Florida
$8.91M 295,623 -13,881 -4%
CFS
19
Cannon Financial Strategists
Georgia
$8.83M 292,817 -4,511 -2%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$8.58M 282,856 +2,500 +0.9%
UBS Group
21
UBS Group
Switzerland
$8.14M 269,969 +50,899 +23%
PAG
22
Private Advisor Group
New Jersey
$8.04M 266,679 +226,968 +572%
GI
23
Glovista Investments
New Jersey
$7.03M 233,685 +233,685 New
TPCW
24
TD Private Client Wealth
New York
$6.04M 200,543 +200,543 New
BIP
25
Blueprint Investment Partners
North Carolina
$5.76M 191,061 +5,188 +3%
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