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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $935M invested in SPDR Portfolio TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 103 reducing their positions, and 22 closing their positions.

Holders
245
Holders Change
+9
Holders Change %
+3.81%
% of All Funds
3.91%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
68
Reduced
103
Closed
22
Calls
$241K
Puts
$60K
Net Calls
+$181K
Net Calls Change
+$298K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.7M
2
Charles Schwab
2
Charles Schwab
California
$11.6M
3
Cerity Partners
3
Cerity Partners
New York
$18.6M
4
SMM
4
Stadion Money Management
Georgia
$37.4M
5
GF
5
Gries Financial
Ohio
$2.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$52M
2
Jane Street
2
Jane Street
New York
$4.63M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
State Street
4
State Street
Massachusetts
$51.1M
5
LPL Financial
5
LPL Financial
California
$57.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
1
Lincoln National Corp
Pennsylvania
$195M 7,830,403 -54,580 -0.7%
CSIA
2
Charles Schwab Investment Advisory
California
$94.9M 3,819,034 -91,522 -2%
LPL Financial
3
LPL Financial
California
$57.7M 2,323,436 -202,513 -8%
Bank of America
4
Bank of America
North Carolina
$52M 2,093,987 -633,643 -23%
State Street
5
State Street
Massachusetts
$51.1M 2,058,531 -230,191 -10%
SMM
6
Stadion Money Management
Georgia
$37.4M 1,505,220 +219,453 +17%
Morgan Stanley
7
Morgan Stanley
New York
$34.7M 1,398,769 +518,503 +59%
PFA
8
Pure Financial Advisors
California
$31.5M 1,266,334 +3,200 +0.3%
Cerity Partners
9
Cerity Partners
New York
$18.6M 749,645 +259,474 +53%
CFS
10
Cannon Financial Strategists
Georgia
$15.5M 624,513 -21,154 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$13.6M 549,006 -45,879 -8%
WCWM
12
Willow Creek Wealth Management
California
$13M 522,255 +34,328 +7%
PFS
13
Prospera Financial Services
Texas
$12.2M 492,711 +18,826 +4%
Charles Schwab
14
Charles Schwab
California
$11.6M 465,956 +465,956 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$9.82M 388,151 +6,564 +2%
FIA
16
Foundations Investment Advisors
Arizona
$9.24M 372,123 -20,378 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.71M 350,606 -171,989 -33%
DJSG
18
D.J. St. Germain
Massachusetts
$8.66M 348,584 -81,083 -19%
Citadel Advisors
19
Citadel Advisors
Florida
$8.52M 342,865 -7,109 -2%
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
$8.35M 336,071 +336,071 New
Osaic Holdings
21
Osaic Holdings
Arizona
$8.3M 334,233 -18,075 -5%
RI
22
Rinkey Investments
California
$8.09M 325,611 +34,313 +12%
Wells Fargo
23
Wells Fargo
California
$7.74M 311,397 -39,201 -11%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$6.81M 274,026 -12,487 -4%
TCFP
25
Treasure Coast Financial Planning
Florida
$6.77M 272,697 -16 -0%
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