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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

242 hedge funds and large institutions have $1.67B invested in SPDR Portfolio TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 12 closing their positions.

Holders
242
Holders Change
+26
Holders Change %
+12.04%
% of All Funds
4.22%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
42
Increased
106
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$80.3M
2
LPL Financial
2
LPL Financial
California
$94.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$14.5M
4
RCS
4
Retirement Capital Strategies
California
$12.5M
5
DWP
5
Destiny Wealth Partners
Florida
$11.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$257M
2
Jane Street
2
Jane Street
New York
$9.25M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
DRS
4
Deane Retirement Strategies
Louisiana
$273K
5
V
5
Veritable
Delaware
$6.44M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$257M 8,246,816 -4,722,693 -36%
LNC
2
Lincoln National Corp
Pennsylvania
$240M 7,700,595 +138,784 +2%
State Street
3
State Street
Massachusetts
$134M 4,287,682 +1,779 +0%
LPL Financial
4
LPL Financial
California
$94.7M 3,040,883 +791,335 +35%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$80.3M 2,579,783 +2,579,783 New
Bank of America
6
Bank of America
North Carolina
$50.1M 1,608,434 +154,829 +11%
PFA
7
Pure Financial Advisors
California
$42M 1,347,982 -14,625 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$41.9M 1,346,596 +140,055 +12%
PAG
9
Private Advisor Group
New Jersey
$40.5M 1,299,863 -25,262 -2%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$40.1M 1,286,711 +5,614 +0.4%
Morgan Stanley
11
Morgan Stanley
New York
$32.1M 1,031,006 +2,849 +0.3%
TF
12
TIAA FSB
Florida
$29.5M 948,586 -33,565 -3%
CAL
13
Capital Analysts LLC
Pennsylvania
$27.8M 892,813 +71,295 +9%
UBS Group
14
UBS Group
Switzerland
$26.4M 846,320 +285,954 +51%
GKWIM
15
Gerber Kawasaki Wealth & Investment Management
California
$21.5M 691,268 +122,313 +21%
RJA
16
Raymond James & Associates
Florida
$21.3M 682,724 +133,755 +24%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$17.9M 574,985 +24,235 +4%
UIA
18
UBP Investment Advisors
Switzerland
$16.1M 518,298 -4,908 -0.9%
WCWM
19
Willow Creek Wealth Management
California
$15.8M 506,334 +15,279 +3%
AssetMark Inc
20
AssetMark Inc
California
$15.3M 492,514 +15,375 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$15.3M 492,314 +52,794 +12%
CFS
22
Cannon Financial Strategists
Georgia
$14.9M 478,950 +45,622 +11%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$14.5M 466,941 +466,941 New
Ameriprise
24
Ameriprise
Minnesota
$14M 449,572 +35,707 +9%
BA
25
Bridge Advisory
California
$12.6M 404,744 -15,383 -4%
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