SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

245 hedge funds and large institutions have $935M invested in SPDR Portfolio TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 37 closing their positions.

Holders
245
Holders Change
–
Holders Change %
0%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
41
Increased
62
Reduced
103
Closed
37
Calls
$13K
Puts
$540K
Net Calls
-$527K
Net Calls Change
-$708K

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$23.5M
2
GP
2
Greenline Partners
New York
$11.1M
3
Cerity Partners
3
Cerity Partners
New York
$28.3M
4
MWM
4
Mosley Wealth Management
California
$8.95M
5
LNC
5
Lincoln National Corp
Pennsylvania
$207M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$22.3M
2
Bank of America
2
Bank of America
North Carolina
$39.9M
3
LPL Financial
3
LPL Financial
California
$46.3M
4
PFS
4
Prospera Financial Services
Texas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
1
Lincoln National Corp
Pennsylvania
$207M 8,091,521 +261,118 +3%
CSIA
2
Charles Schwab Investment Advisory
California
$93.8M 3,669,268 -149,766 -4%
State Street
3
State Street
Massachusetts
$49.4M 1,930,952 -127,579 -6%
LPL Financial
4
LPL Financial
California
$46.3M 1,812,092 -511,344 -22%
Bank of America
5
Bank of America
North Carolina
$39.9M 1,561,136 -532,851 -25%
Morgan Stanley
6
Morgan Stanley
New York
$38.3M 1,498,540 +99,771 +7%
PFA
7
Pure Financial Advisors
California
$30.7M 1,199,656 -66,678 -5%
Cerity Partners
8
Cerity Partners
New York
$28.3M 1,106,507 +356,862 +48%
GVAG
9
Great Valley Advisor Group
Delaware
$23.5M 919,461 +891,840 +3,229%
SMM
10
Stadion Money Management
Georgia
$22.3M 873,778 -631,442 -42%
CFS
11
Cannon Financial Strategists
Georgia
$15.5M 607,198 -17,315 -3%
WCWM
12
Willow Creek Wealth Management
California
$14.3M 559,721 +37,466 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$12.4M 483,825 -65,181 -12%
GP
14
Greenline Partners
New York
$11.1M 433,156 +433,156 New
Charles Schwab
15
Charles Schwab
California
$10.1M 394,874 -71,082 -15%
VBFP
16
Valtinson Bruner Financial Planning
Minnesota
$9.46M 369,801 +217,445 +143%
MWM
17
Mosley Wealth Management
California
$8.95M 350,035 +350,035 New
FIA
18
Foundations Investment Advisors
Arizona
$8.7M 336,113 -36,010 -10%
Wells Fargo
19
Wells Fargo
California
$8.34M 326,227 +14,830 +5%
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
$7.69M 300,604 -35,467 -11%
Goldman Sachs
21
Goldman Sachs
New York
$7.46M 291,556 +223,351 +327%
PWM
22
Prentice Wealth Management
New York
$6.82M 266,761 +12,722 +5%
WCWM
23
Wooster Corthell Wealth Management
Connecticut
$6.76M 264,475 +100,886 +62%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$6.72M 262,796 -11,230 -4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$6.52M 255,133 -9,295 -4%
1
2 3 4 5