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SPDR Portfolio TIPS ETF

219 hedge funds and large institutions have $548M invested in SPDR Portfolio TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 21 closing their positions.

Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
56
Reduced
77
Closed
21
Calls
$299K
Puts
$202K
Net Calls
+$97K
Net Calls Change
-$371K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$88.2M 3,485,744 -118,874 -3%
State Street
2
State Street
Massachusetts
$46.9M 1,851,273 -13,010 -0.7%
LPL Financial
3
LPL Financial
California
$39.2M 1,549,007 +134,776 +10%
Bank of America
4
Bank of America
North Carolina
$29.9M 1,181,354 +478,559 +68%
PFA
5
Pure Financial Advisors
California
$29M 1,144,983 -16,838 -1%
Cerity Partners
6
Cerity Partners
New York
$22.7M 895,945 +7,150 +0.8%
3AM
7
3EDGE Asset Management
Florida
$19.8M 782,945 +782,945 New
CFS
8
Cannon Financial Strategists
Georgia
$19.5M 772,291 +54,512 +8%
SMM
9
Stadion Money Management
Georgia
$19.2M 759,521 +2,600 +0.3%
WCWM
10
Willow Creek Wealth Management
California
$15.2M 600,290 +22,981 +4%
HFS
11
Hughes Financial Services
Virginia
$14.4M 569,946 +569,946 New
Morgan Stanley
12
Morgan Stanley
New York
$10.8M 427,970 -16,256 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.25M 365,650 -16,596 -4%
PWM
14
Prentice Wealth Management
New York
$8.71M 344,157 +16,616 +5%
GVAG
15
Great Valley Advisor Group
Delaware
$8.44M 333,303 -59,654 -15%
GP
16
Greenline Partners
New York
$8.26M 326,225 -6,426 -2%
WCWM
17
Wooster Corthell Wealth Management
Connecticut
$7.67M 303,110 +1,370 +0.5%
Wells Fargo
18
Wells Fargo
California
$7.25M 286,553 -9,156 -3%
EFL
19
ERn Financial LLC
Wisconsin
$5.84M 230,742 +11,951 +5%
AWA
20
Aquire Wealth Advisors
Utah
$5.45M 215,418 +12,096 +6%
Raymond James Financial
21
Raymond James Financial
Florida
$5.16M 204,026 +204,026 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.05M 160,010 -131,635 -45%
TIAA Trust, National Association
23
TIAA Trust, National Association
North Carolina
$3.89M 153,560 +7,500 +5%
IA
24
IFG Advisory
Georgia
$3.81M 150,516 +12,034 +9%
Truist Financial
25
Truist Financial
North Carolina
$3.48M 137,499 +2,023 +1%