SPIP icon

SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

236 hedge funds and large institutions have $889M invested in SPDR Portfolio TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 106 reducing their positions, and 24 closing their positions.

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
19
Increased
61
Reduced
106
Closed
24
Calls
$33K
Puts
$556K
Net Calls
-$523K
Net Calls Change
+$4K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$11.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.7M
3
GVAG
3
Great Valley Advisor Group
Delaware
$30.5M
4
LNC
4
Lincoln National Corp
Pennsylvania
$214M
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
Bank of America
2
Bank of America
North Carolina
$21M
3
Cerity Partners
3
Cerity Partners
New York
$23.1M
4
LJAC
4
L.J. Altfest & Co
New York
$487K
5
LPL Financial
5
LPL Financial
California
$41.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
1
Lincoln National Corp
Pennsylvania
$214M 8,350,188 +258,667 +3%
CSIA
2
Charles Schwab Investment Advisory
California
$90.6M 3,536,643 -132,625 -4%
State Street
3
State Street
Massachusetts
$50.9M 1,987,907 +56,955 +3%
LPL Financial
4
LPL Financial
California
$41.6M 1,624,271 -187,821 -10%
GVAG
5
Great Valley Advisor Group
Delaware
$30.5M 1,190,327 +270,866 +29%
PFA
6
Pure Financial Advisors
California
$30.5M 1,189,760 -9,896 -0.8%
Cerity Partners
7
Cerity Partners
New York
$23.1M 899,700 -206,807 -19%
SMM
8
Stadion Money Management
Georgia
$22.6M 886,269 +12,491 +1%
Bank of America
9
Bank of America
North Carolina
$21M 818,055 -743,081 -48%
CFS
10
Cannon Financial Strategists
Georgia
$17.2M 669,849 +62,651 +10%
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
$15.4M 599,926 +230,125 +62%
Morgan Stanley
12
Morgan Stanley
New York
$15.1M 591,006 -907,534 -61%
WCWM
13
Willow Creek Wealth Management
California
$14.5M 564,063 +4,342 +0.8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.5M 448,357 -35,468 -7%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$11.3M 438,347 +438,347 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$9.7M 378,519 +335,917 +789%
Charles Schwab
17
Charles Schwab
California
$9.44M 368,308 -26,566 -7%
GP
18
Greenline Partners
New York
$8.37M 326,870 -106,286 -25%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$8.3M 323,777 +60,981 +23%
FIA
20
Foundations Investment Advisors
Arizona
$8.19M 319,619 -16,494 -5%
MWM
21
Mosley Wealth Management
California
$8.13M 317,309 -32,726 -9%
Wells Fargo
22
Wells Fargo
California
$8.02M 313,026 -13,201 -4%
PWM
23
Prentice Wealth Management
New York
$7.1M 277,253 +10,492 +4%
TIAA Trust, National Association
24
TIAA Trust, National Association
North Carolina
$7.09M 276,851 -23,753 -8%
WCWM
25
Wooster Corthell Wealth Management
Connecticut
$7.07M 275,856 +11,381 +4%
1
2 3 4 5