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SPDR Bloomberg 1-10 Year TIPS ETF
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Overview Fund Activity

49 hedge funds and large institutions have $589M invested in SPDR Bloomberg 1-10 Year TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
8
Increased
25
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$489M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.64M
3
CPFP
3
Clear Perspectives Financial Planning
Ohio
$7.16M
4
CA
4
Continuum Advisory
Idaho
$14.9M
5
SFM
5
Signet Financial Management
New Jersey
$14.9M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
KPWS
3
Kestra Private Wealth Services
Texas
$0
4
HAS
4
HBW Advisory Services
California
$0
5
JCM
5
Jacobi Capital Management
Pennsylvania
$243K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$340K +$22.8K +1,091 +7%
CA
27
Cetera Advisors
Colorado
$311K +$311K +14,911 New
RFN
28
RDA Financial Network
Iowa
$265K – – –
MIAN
29
Mariner Independent Advisor Network
Kansas
$250K +$42 +2 +0%
QCIG
30
Quad-Cities Investment Group
Iowa
$250K +$250K +12,001 New
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$244K +$244K +11,675 New
JCM
32
Jacobi Capital Management
Pennsylvania
$243K -$288K -13,825 -54%
AWM
33
Avior Wealth Management
Nebraska
$212K -$22.2K -1,069 -9%
GWM
34
Geneos Wealth Management
Colorado
$128K – – –
UBS Group
35
UBS Group
Switzerland
$77K +$77K +3,702 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$52.2K +2,500 +263%
CI
37
CX Institutional
Indiana
$56K -$166K -7,869 -75%
Wells Fargo
38
Wells Fargo
California
$36K – – –
TIM
39
Tortoise Investment Management
New York
$33K – – –
APA
40
American Portfolios Advisors
New York
$25.7K -$28.6K -1,371 -53%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
AF
42
Advisornet Financial
Minnesota
$21K – – –
SWM
43
Spire Wealth Management
Virginia
$20K +$20K +959 New
GEA
44
Glen Eagle Advisors
New Jersey
$16.4K – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$16K +$444 +21 +3%
MA
46
MCF Advisors
Kentucky
$12K +$1.27K +60 +12%
William Blair & Company
47
William Blair & Company
Illinois
$8K +$8K +400 New
BlackRock
48
BlackRock
New York
$1K – – –
CW
49
CreativeOne Wealth
Kansas
– -$2.3M -110,092 Closed
Stifel Financial
50
Stifel Financial
Missouri
– -$1.27M -60,819 Closed
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