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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $1.08B invested in 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.

Holders
245
Holders Change
-26
Holders Change %
-9.59%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
21
Increased
69
Reduced
116
Closed
40
Calls
$2.76M
Puts
$1.49M
Net Calls
+$1.27M
Net Calls Change
-$2.13M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$17.3M
2
MWM
2
Merriman Wealth Management
Washington
$6.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.9M
4
BCM
4
BlueCrest Capital Management
Jersey
$3.38M
5
PFS
5
Prospera Financial Services
Texas
$12.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$109M
2
SMM
2
Stadion Money Management
Georgia
$48M
3
Bank of America
3
Bank of America
North Carolina
$66.6M
4
LPL Financial
4
LPL Financial
California
$65.9M
5
PAG
5
Private Advisor Group
New Jersey
$8.85M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
1
Lincoln National Corp
Pennsylvania
$206M 7,713,630 +42,507 +0.6%
CSIA
2
Charles Schwab Investment Advisory
California
$109M 4,072,802 -9,257,350 -69%
State Street
3
State Street
Massachusetts
$90.2M 3,382,858 -83,920 -2%
Bank of America
4
Bank of America
North Carolina
$66.6M 2,497,636 -891,368 -26%
LPL Financial
5
LPL Financial
California
$65.9M 2,472,004 -483,074 -16%
SMM
6
Stadion Money Management
Georgia
$48M 1,801,501 -1,443,961 -44%
PFA
7
Pure Financial Advisors
California
$34.1M 1,278,625 -11,314 -0.9%
Morgan Stanley
8
Morgan Stanley
New York
$26.9M 1,007,664 -146,758 -13%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$25.1M 940,736 -139,148 -13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$21.7M 811,950 -60,513 -7%
Cerity Partners
11
Cerity Partners
New York
$17.3M 649,490 +386,546 +147%
CFS
12
Cannon Financial Strategists
Georgia
$15.6M 586,446 +49,483 +9%
WCWM
13
Willow Creek Wealth Management
California
$13M 485,596 +6,960 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$12.8M 479,135 -13,999 -3%
PFS
15
Prospera Financial Services
Texas
$12.4M 464,260 +107,013 +30%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.9M 444,278 +173,160 +64%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.4M 427,422 -137,748 -24%
Truist Financial
18
Truist Financial
North Carolina
$10.1M 379,967 +5,460 +1%
Wells Fargo
19
Wells Fargo
California
$9.53M 357,472 -60,506 -14%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$9.51M 356,047 -99,600 -22%
TF
21
TIAA FSB
Florida
$9.47M 354,909 -191,524 -35%
PAG
22
Private Advisor Group
New Jersey
$8.85M 331,945 -436,670 -57%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$7.65M 286,836 -7,609 -3%
PWM
24
Prentice Wealth Management
New York
$7.29M 273,487 -11,579 -4%
TCFP
25
Treasure Coast Financial Planning
Florida
$7.07M 265,104 +35,006 +15%
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