State Street SPDR Portfolio TIPS ETF
SPIP
238 hedge funds and large institutions have $890M invested in State Street SPDR Portfolio TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 106 reducing their positions, and 25 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2.98% more ownership
Funds ownership: 64.99% → 67.97% (+3%)
5% less capital invested
Capital invested by funds: $935M → $890M (-$45.2M)
4% less funds holding
Funds holding: 247 → 238 (-9)
20% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 25
42% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 106
94% less call options, than puts
Call options by funds: $33K | Put options by funds: $556K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$11.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.59M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$6.93M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$6.62M |
| 5 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$5.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$23.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$19M |
| 3 |
Cerity Partners
New York
|
-$5.29M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
-$4.89M |
| 5 |
LPL Financial
San Diego,
California
|
-$4.8M |
SPIP Hedge Fund Activity: Q1 2024 in Review
238 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2024, worth a combined $890M — down 4.8% from $935M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of SPIP and 20 opened new positions — a net loss of 5 holders — while 106 trimmed existing stakes and 61 added.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $11.2M. The largest seller was Morgan Stanley, cutting an estimated $23.2M.
- 238 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2024, down from 247 in Q4 2023.
- Funds reported $890M of State Street SPDR Portfolio TIPS ETF stock for Q1 2024, down 4.8% quarter-over-quarter.
- 20 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2024 and 25 closed out, a net change of -5 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2024 was Bank of Montreal, an estimated $11.2M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2024 was Morgan Stanley, an estimated $23.2M sold.
Based on aggregated 13F filings for Q1 2024.