State Street SPDR Portfolio TIPS ETF
SPIP
247 hedge funds and large institutions have $915M invested in State Street SPDR Portfolio TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 104 reducing their positions, and 37 closing their positions.
16% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 37
2% more ownership
Funds ownership: 61.67% → 63.67% (+2%)
1% more funds holding
Funds holding: 245 → 247 (+2)
2% less capital invested
Capital invested by funds: $935M → $915M (-$19.3M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
41% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 104
98% less call options, than puts
Call options by funds: $13K | Put options by funds: $540K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$22.3M |
| 2 |
GP
Greenline Partners
New York
|
+$10.8M |
| 3 |
Cerity Partners
New York
|
+$8.93M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$6.53M |
| 5 |
Goldman Sachs
New York
|
+$5.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16.3M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$15.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$13.3M |
| 4 |
LPL Financial
San Diego,
California
|
-$12.8M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$12.2M |
SPIP Hedge Fund Activity: Q4 2023 in Review
247 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2023, worth a combined $915M — down 2.1% from $935M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SPIP positions and 37 closed out — a net gain of 6 holders — while 61 added to existing stakes and 104 trimmed.
The largest buyer was Great Valley Advisor Group, adding an estimated $22.3M. The largest seller was Morgan Stanley, cutting an estimated $16.3M.
- 247 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2023, up from 245 in Q3 2023.
- Funds reported $915M of State Street SPDR Portfolio TIPS ETF stock for Q4 2023, down 2.1% quarter-over-quarter.
- 43 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2023 and 37 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2023 was Great Valley Advisor Group, an estimated $22.3M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2023 was Morgan Stanley, an estimated $16.3M sold.
Based on aggregated 13F filings for Q4 2023.