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State Street SPDR Portfolio TIPS ETF
SPIP

221 hedge funds and large institutions have $548M invested in State Street SPDR Portfolio TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

48% more call options, than puts

Call options by funds: $299K | Put options by funds: $202K

6% more funds holding

Funds holding: 209 → 221 (+12)

5.53% more ownership

Funds ownership: 58.68% → 64.21% (+5.5%)

3% more capital invested

Capital invested by funds: $534M → $548M (+$14.4M)

27% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 77

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
56
Reduced
77
Closed
22
Calls
$299K
Puts
$202K
Net Calls
+$97K
Net Calls Change
-$371K

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$20.1M
2
Bank of America
Bank of America
North Carolina
+$12.3M
3
LPL Financial
LPL Financial
California
+$3.47M
4
FBB
Fulton Breakefield Broenniman
Maryland
+$1.41M
5
CFS
Cannon Financial Strategists
Georgia
+$1.4M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$5.69M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.39M
3
Charles Schwab
Charles Schwab
California
-$3.06M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.87M
5
Jane Street
Jane Street
New York
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$88.2M -$3.06M -118,874 -3%
State Street
2
State Street
Massachusetts
$46.9M -$335K -13,010 -0.7%
LPL Financial
3
LPL Financial
California
$39.2M +$3.47M +134,776 +10%
Bank of America
4
Bank of America
North Carolina
$29.9M +$12.3M +478,559 +68%
PFA
5
Pure Financial Advisors
California
$29M -$433K -16,838 -1%
Cerity Partners
6
Cerity Partners
New York
$22.7M +$184K +7,150 +0.8%
3AM
7
3EDGE Asset Management
Florida
$19.8M +$20.1M +782,945 New
CFS
8
Cannon Financial Strategists
Georgia
$19.5M +$1.4M +54,512 +8%
SMM
9
Stadion Money Management
Georgia
$19.2M +$66.9K +2,600 +0.3%
WCWM
10
Willow Creek Wealth Management
California
$15.2M +$591K +22,981 +4%
HFS
11
Hughes Financial Services
Virginia
$14.4M +$14.7M +569,946 New
Morgan Stanley
12
Morgan Stanley
New York
$10.8M -$418K -16,256 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.25M -$427K -16,596 -4%
PWM
14
Prentice Wealth Management
New York
$8.71M +$428K +16,616 +5%
GVAG
15
Great Valley Advisor Group
Delaware
$8.44M -$1.54M -59,654 -15%
GP
16
Greenline Partners
New York
$8.26M -$165K -6,426 -2%
WCWM
17
Wooster Corthell Wealth Management
Connecticut
$7.67M +$35.3K +1,370 +0.5%
Wells Fargo
18
Wells Fargo
California
$7.25M -$236K -9,156 -3%
EFL
19
ERn Financial LLC
Wisconsin
$5.84M +$308K +11,951 +5%
AWA
20
Aquire Wealth Advisors
Utah
$5.45M +$311K +12,096 +6%
Raymond James Financial
21
Raymond James Financial
Florida
$5.16M +$5.25M +204,026 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.05M -$3.39M -131,635 -45%
TIAA Trust, National Association
23
TIAA Trust, National Association
North Carolina
$3.89M +$193K +7,500 +5%
IA
24
IFG Advisory
Georgia
$3.81M +$310K +12,034 +9%
Truist Financial
25
Truist Financial
North Carolina
$3.48M +$52.1K +2,023 +1%
1
2 3 4 5

SPIP Hedge Fund Activity: Q4 2024 in Review

221 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2024, worth a combined $548M — up 2.7% from $534M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPIP positions and 22 closed out — a net gain of 16 holders — while 56 added to existing stakes and 77 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.69M.

  • 221 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2024, up from 209 in Q3 2024.
  • Funds reported $548M of State Street SPDR Portfolio TIPS ETF stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2024 and 22 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2024 was 3EDGE Asset Management, an estimated $20.1M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2024 was Flow Traders U.S., an estimated $5.69M sold.

Based on aggregated 13F filings for Q4 2024.