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SPDR Portfolio TIPS ETF
SPIP

Overview Fund Activity

223 hedge funds and large institutions have $623M invested in SPDR Portfolio TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
223
Holders Change
-13
Holders Change %
-5.51%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
21
Increased
70
Reduced
94
Closed
31
Calls
$114K
Puts
$102K
Net Calls
+$12K
Net Calls Change
+$535K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$95.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$9.63M
3
AIA
3
Alera Investment Advisors
Illinois
$4.96M
4
GVAG
4
Great Valley Advisor Group
Delaware
$34.1M
5
NA
5
NewEdge Advisors
Louisiana
$5.27M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
CSIA
2
Charles Schwab Investment Advisory
California
$0
3
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$865K
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
MWM
5
Mosley Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$95.8M 3,768,958 +3,400,650 +923%
State Street
2
State Street
Massachusetts
$50.1M 1,972,198 -15,709 -0.8%
LPL Financial
3
LPL Financial
California
$41.3M 1,623,561 -710 -0%
GVAG
4
Great Valley Advisor Group
Delaware
$34.1M 1,343,133 +152,806 +13%
PFA
5
Pure Financial Advisors
California
$30M 1,179,145 -10,615 -0.9%
Cerity Partners
6
Cerity Partners
New York
$23.3M 915,633 +15,933 +2%
Bank of America
7
Bank of America
North Carolina
$18.6M 731,026 -87,029 -11%
CFS
8
Cannon Financial Strategists
Georgia
$18.3M 718,719 +48,870 +7%
SMM
9
Stadion Money Management
Georgia
$17.9M 706,428 -179,841 -20%
Morgan Stanley
10
Morgan Stanley
New York
$15.3M 603,266 +12,260 +2%
WCWM
11
Willow Creek Wealth Management
California
$14.5M 569,233 +5,170 +0.9%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$11.7M 456,947 +18,600 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.7M 421,111 -27,246 -6%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$9.63M 378,655 +218,947 +137%
GP
15
Greenline Partners
New York
$8.31M 329,895 +3,025 +0.9%
PWM
16
Prentice Wealth Management
New York
$8.05M 316,661 +39,408 +14%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$8.05M 316,543 -7,234 -2%
Wells Fargo
18
Wells Fargo
California
$7.74M 304,499 -8,527 -3%
WCWM
19
Wooster Corthell Wealth Management
Connecticut
$7.47M 293,697 +17,841 +6%
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
$6.83M 268,665 -8,186 -3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.69M 263,349 -7,445 -3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$6.38M 251,048 -127,471 -34%
Osaic Holdings
23
Osaic Holdings
Arizona
$6.24M 245,508 -6,181 -2%
RI
24
Rinkey Investments
California
$5.69M 223,924 -475 -0.2%
EFL
25
ERn Financial LLC
Wisconsin
$5.33M 209,564 +21,853 +12%
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