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SPDR Portfolio TIPS ETF

263 hedge funds and large institutions have $1.91B invested in SPDR Portfolio TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 55 reducing their positions, and 19 closing their positions.

Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
4.62%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
45
Increased
121
Reduced
55
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$249M 7,996,470 -250,346 -3%
LNC
2
Lincoln National Corp
Pennsylvania
$239M 7,685,521 -15,074 -0.2%
LPL Financial
3
LPL Financial
California
$140M 4,498,163 +1,457,280 +48%
State Street
4
State Street
Massachusetts
$126M 4,037,203 -250,479 -6%
AssetMark Inc
5
AssetMark Inc
California
$85M 2,731,721 +2,239,207 +455%
3AM
6
3EDGE Asset Management
Florida
$77.1M 2,478,541 +2,478,541 New
Bank of America
7
Bank of America
North Carolina
$57.2M 1,839,993 +231,559 +14%
Ameriprise
8
Ameriprise
Minnesota
$48.8M 1,570,149 +1,120,577 +249%
Morgan Stanley
9
Morgan Stanley
New York
$42.2M 1,356,540 +325,534 +32%
PFA
10
Pure Financial Advisors
California
$41.5M 1,335,994 -11,988 -0.9%
PAG
11
Private Advisor Group
New Jersey
$41.2M 1,325,213 +25,350 +2%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$39.4M 1,277,353 -9,358 -0.7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$30.1M 967,308 -379,288 -28%
CAL
14
Capital Analysts LLC
Pennsylvania
$29M 932,726 +39,913 +4%
SMM
15
Stadion Money Management
Georgia
$27.4M 881,516 +548,071 +164%
GKWIM
16
Gerber Kawasaki Wealth & Investment Management
California
$27.2M 874,608 +183,340 +27%
UBS Group
17
UBS Group
Switzerland
$26.3M 846,867 +547 +0.1%
Osaic Holdings
18
Osaic Holdings
Arizona
$25.7M 824,882 +332,568 +68%
TF
19
TIAA FSB
Florida
$25.6M 823,450 -125,136 -13%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$21.2M 683,245 +681,353 +36,012%
UIA
21
UBP Investment Advisors
Switzerland
$16.7M 536,386 +18,088 +3%
CFS
22
Cannon Financial Strategists
Georgia
$16.5M 529,087 +50,137 +10%
WCWM
23
Willow Creek Wealth Management
California
$16.2M 521,935 +15,601 +3%
PWM
24
Prentice Wealth Management
New York
$14.2M 456,502 +116,641 +34%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$13.5M 435,985 -30,956 -7%