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State Street SPDR Portfolio TIPS ETF

324 hedge funds and large institutions have $2.37B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 132 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 20

113% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 62

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

24% more capital invested

Capital invested by funds: $1.91B → $2.37B (+$463M)

23% more funds holding

Funds holding: 263324 (+61)

2.02% more ownership

Funds ownership: 62.26%64.29% (+2%)

Holders
324
Holders Change
+61
Holders Change %
+23.19%
% of All Funds
4.99%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.32%
New
85
Increased
132
Reduced
62
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$260M +$7.81M +248,473 +3%
LNC
2
Lincoln National Corp
Pennsylvania
$243M +$1.39M +44,355 +0.6%
LPL Financial
3
LPL Financial
California
$208M +$66.3M +2,110,337 +47%
3AM
4
3EDGE Asset Management
Florida
$177M +$98.7M +3,142,105 +127%
State Street
5
State Street
Massachusetts
$116M -$11.5M -366,456 -9%
AssetMark Inc
6
AssetMark Inc
California
$85.9M -$158K -5,030 -0.2%
Bank of America
7
Bank of America
North Carolina
$66.8M +$8.82M +280,912 +15%
Morgan Stanley
8
Morgan Stanley
New York
$54.7M +$11.9M +379,301 +28%
Ameriprise
9
Ameriprise
Minnesota
$49.5M +$59.3K +1,889 +0.1%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$42.6M +$2.36M +75,256 +6%
PAG
11
Private Advisor Group
New Jersey
$42M +$261K +8,298 +0.6%
PFA
12
Pure Financial Advisors
California
$41.4M -$662K -21,065 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$33.3M +$2.86M +91,056 +9%
Osaic Holdings
14
Osaic Holdings
Arizona
$32.9M +$6.89M +219,282 +27%
TF
15
TIAA FSB
Florida
$30.8M +$4.85M +154,235 +19%
CAL
16
Capital Analysts LLC
Pennsylvania
$30.3M +$965K +30,710 +3%
GKWIM
17
Gerber Kawasaki Wealth & Investment Management
California
$30.3M +$2.5M +79,707 +9%
CFO
18
Capitol Family Office
Oregon
$30M +$29.9M +951,604 New
UBS Group
19
UBS Group
Switzerland
$25.2M -$1.44M -45,790 -5%
SMM
20
Stadion Money Management
Georgia
$25M -$2.79M -88,850 -10%
TC
21
TownSquare Capital
Utah
$24.5M +$13.1M +416,405 +115%
JP Morgan Chase
22
JP Morgan Chase
New York
$24.3M +$23.8M +756,905 +5,822%
UIA
23
UBP Investment Advisors
Switzerland
$18.7M +$1.8M +57,223 +11%
CFS
24
Cannon Financial Strategists
Georgia
$17.6M +$958K +30,496 +6%
MIAN
25
Mariner Independent Advisor Network
Kansas
$17.5M +$7.08M +225,248 +67%

SPIP Hedge Fund Activity: Q4 2021 in Review

324 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2021, worth a combined $2.37B — up 24% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SPIP positions and 20 closed out — a net gain of 65 holders — while 132 added to existing stakes and 62 trimmed.

The largest buyer was 3EDGE Asset Management, adding an estimated $98.7M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $21M.

  • 324 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2021, up from 263 in Q3 2021.
  • Funds reported $2.37B of State Street SPDR Portfolio TIPS ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 85 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2021 and 20 closed out, a net change of +65 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2021 was 3EDGE Asset Management, an estimated $98.7M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $21M sold.

Based on aggregated 13F filings for Q4 2021.