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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

185 hedge funds and large institutions have $1.26B invested in SPDR Portfolio TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 14 closing their positions.

Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
35
Increased
83
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$45.5M
2
TF
2
TIAA FSB
Florida
$26.1M
3
V
3
Veritable
Delaware
$11.1M
4
LNC
4
Lincoln National Corp
Pennsylvania
$212M
5
FHC
5
First Heartland Consultants
Missouri
$8.53M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$360M
2
FEG
2
Financial Enhancement Group
Indiana
$409K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
State Street
4
State Street
Massachusetts
$125M
5
AssetMark Inc
5
AssetMark Inc
California
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$360M 11,671,965 -804,658 -6%
LNC
2
Lincoln National Corp
Pennsylvania
$212M 6,855,588 +314,018 +5%
State Street
3
State Street
Massachusetts
$125M 4,061,189 -243,497 -6%
LPL Financial
4
LPL Financial
California
$45.5M 1,474,512 +685,057 +87%
PFA
5
Pure Financial Advisors
California
$43.7M 1,415,264 -31,692 -2%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$39.4M 1,277,353 +56,987 +5%
Bank of America
7
Bank of America
North Carolina
$29.1M 942,534 +200,160 +27%
Morgan Stanley
8
Morgan Stanley
New York
$26.5M 858,934 +91,151 +12%
TF
9
TIAA FSB
Florida
$26.1M 846,249 +366,705 +76%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$19.9M 644,290 +45,728 +8%
CAL
11
Capital Analysts LLC
Pennsylvania
$18.1M 585,018 +28,944 +5%
AssetMark Inc
12
AssetMark Inc
California
$14.4M 466,128 -113,007 -20%
WCWM
13
Willow Creek Wealth Management
California
$13.9M 449,205 -7,861 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$13.1M 425,352 +51,854 +14%
UBS Group
15
UBS Group
Switzerland
$11.9M 384,966 +114,997 +43%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.6M 376,060 +200,088 +114%
V
17
Veritable
Delaware
$11.1M 358,665 +342,665 +2,142%
UIA
18
UBP Investment Advisors
Switzerland
$10.6M 344,438 -12,474 -3%
CFS
19
Cannon Financial Strategists
Georgia
$10.4M 335,319 +42,502 +15%
SMM
20
Stadion Money Management
Georgia
$10.2M 330,319 +13,013 +4%
PAG
21
Private Advisor Group
New Jersey
$10.2M 329,536 +62,857 +24%
FHC
22
First Heartland Consultants
Missouri
$8.53M 276,250 +276,250 New
GI
23
Glovista Investments
New Jersey
$8.41M 272,245 +38,560 +17%
Jane Street
24
Jane Street
New York
$6.78M 219,715 +95,811 +77%
TPCW
25
TD Private Client Wealth
New York
$6.51M 210,896 +10,353 +5%
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