1832 Asset Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

1832 Asset Management’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-84	Closed	-$2.13K	–	887
2024 Q2	$2.13K	Hold	84	–	–	﹤0.01%	843
2024 Q1	$2.15K	Hold	84	–	–	﹤0.01%	850
2023 Q4	$2.15K	Hold	84	–	–	﹤0.01%	793
2023 Q3	$2.09K	Hold	84	–	–	﹤0.01%	809
2023 Q2	$2.17K	Hold	84	–	–	﹤0.01%	814
2023 Q1	$2.24K	Hold	84	–	–	﹤0.01%	859
2022 Q4	$2.16K	Hold	84	–	–	﹤0.01%	863
2022 Q3	$2K	Hold	84	–	–	﹤0.01%	862
2022 Q2	$2K	Hold	84	–	–	﹤0.01%	854
2022 Q1	$3K	Buy	+84	New	+$2.57K	﹤0.01%	911

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1832 Asset Management's SPIP Position: Q3 2024 in Review

1832 Asset Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 84 shares — an estimated $2.13K sold.

1832 Asset Management first reported a position in SPIP in Q1 2022 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

1832 Asset Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
1832 Asset Management sold 84 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $2.13K.
1832 Asset Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and held it in 10 quarters.
1832 Asset Management's State Street SPDR Portfolio TIPS ETF position peaked at $3K in Q1 2022.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on 1832 Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.