State Street SPDR Portfolio TIPS ETF
SPIP
246 hedge funds and large institutions have $1.08B invested in State Street SPDR Portfolio TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 116 reducing their positions, and 40 closing their positions.
86% more call options, than puts
Call options by funds: $2.76M | Put options by funds: $1.49M
10% less funds holding
Funds holding: 272 → 246 (-26)
13.29% less ownership
Funds ownership: 65.41% → 52.12% (-13%)
24% less capital invested
Capital invested by funds: $1.43B → $1.08B (-$347M)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
41% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 116
48% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$10.1M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$6.66M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.53M |
| 4 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$3.31M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$2.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$242M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$37.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$23.3M |
| 4 |
LPL Financial
San Diego,
California
|
-$12.6M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$11.4M |
SPIP Hedge Fund Activity: Q1 2023 in Review
246 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2023, worth a combined $1.08B — down 24% from $1.43B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of SPIP and 21 opened new positions — a net loss of 19 holders — while 116 trimmed existing stakes and 69 added.
The largest buyer was Cerity Partners, adding an estimated $10.1M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $242M.
- 246 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2023, down from 272 in Q4 2022.
- Funds reported $1.08B of State Street SPDR Portfolio TIPS ETF stock for Q1 2023, down 24% quarter-over-quarter.
- 21 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2023 and 40 closed out, a net change of -19 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2023 was Cerity Partners, an estimated $10.1M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2023 was Charles Schwab Investment Advisory, an estimated $242M sold.
Based on aggregated 13F filings for Q1 2023.