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SPDR Portfolio TIPS ETF

236 hedge funds and large institutions have $1.01B invested in SPDR Portfolio TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 111 reducing their positions, and 31 closing their positions.

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
24
Increased
62
Reduced
111
Closed
31
Calls
$320K
Puts
$437K
Net Calls
-$117K
Net Calls Change
-$1.39M
Name Market Value Shares Shares
Change
Shares
Change %
LNC
1
Lincoln National Corp
Pennsylvania
$204M 7,884,983 +171,353 +2%
CSIA
2
Charles Schwab Investment Advisory
California
$101M 3,910,556 -162,246 -4%
Bank of America
3
Bank of America
North Carolina
$70.5M 2,727,630 +229,994 +9%
LPL Financial
4
LPL Financial
California
$65.3M 2,525,949 +53,945 +2%
State Street
5
State Street
Massachusetts
$59.1M 2,288,722 -1,094,136 -32%
SMM
6
Stadion Money Management
Georgia
$33.2M 1,285,767 -515,734 -29%
PFA
7
Pure Financial Advisors
California
$32.6M 1,263,134 -15,491 -1%
Morgan Stanley
8
Morgan Stanley
New York
$22.7M 880,266 -127,398 -13%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$21.5M 833,488 -107,248 -11%
CFS
10
Cannon Financial Strategists
Georgia
$16.7M 645,667 +59,221 +10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.4M 594,885 -217,065 -27%
Jane Street
12
Jane Street
New York
$14.4M 558,647 +450,091 +415%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$13.5M 522,595 +43,460 +9%
Cerity Partners
14
Cerity Partners
New York
$12.7M 490,171 -159,319 -25%
WCWM
15
Willow Creek Wealth Management
California
$12.6M 487,927 +2,331 +0.5%
PFS
16
Prospera Financial Services
Texas
$12.2M 473,885 +9,625 +2%
DJSG
17
D.J. St. Germain
Massachusetts
$11.1M 429,667 +429,667 New
FIA
18
Foundations Investment Advisors
Arizona
$10.1M 392,501 +392,501 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$9.96M 381,587 +25,540 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$9.1M 352,308 -75,114 -18%
TF
21
TIAA FSB
Florida
$9.1M 352,109 -2,800 -0.8%
Wells Fargo
22
Wells Fargo
California
$9.06M 350,598 -6,874 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$9.04M 349,974 +202,837 +138%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$8.59M 332,349 -111,929 -25%
RI
25
Rinkey Investments
California
$7.53M 291,298 +47,652 +20%