3D/L Capital Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

3D/L Capital 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
2022 Q2	–	Sell	-6,750	Closed	-$204K	–	126
2022 Q1	$204K	Buy	6,750 +38	+0.6%	+$1.16K	0.05%	123
2021 Q4	$211K	Buy	6,712 +81	+1%	+$2.54K	0.05%	124
2021 Q3	$206K	Buy	6,631 +130	+2%	+$4.08K	0.05%	125
2021 Q2	$202K	Buy	+6,501	New	+$201K	0.05%	125

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

SMM

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

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

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

PFA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

3D/L Capital Management's SPIP Position: Q2 2022 in Review

3D/L Capital Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2022, closing a stake of 6,750 shares — an estimated $204K sold.

3D/L Capital Management first reported a position in SPIP in Q2 2021 and held it in 4 quarters. The position peaked at $211K in Q4 2021. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

3D/L Capital Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2022 after selling out during the quarter.
3D/L Capital Management sold 6,750 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $204K.
3D/L Capital Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and held it in 4 quarters.
3D/L Capital Management's State Street SPDR Portfolio TIPS ETF position peaked at $211K in Q4 2021.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on 3D/L Capital Management's 13F filing for Q2 2022, filed 2 Aug 2022.