AIA
SPIP icon

Alera Investment Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Alera Investment Advisors’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 		$265K Sell
10,074
-184,935
-95% -$4.78M 0.03% 223
2024
Q2 		$4.96M Buy
+195,009
New +$4.94M 0.6% 32

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Cerity Partners
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 $879M AUM 22.04% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alera Investment Advisors's SPIP Position: Q3 2024 in Review

Alera Investment Advisors reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 95% in Q3 2024, selling an estimated $4.78M and leaving 10,074 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #223.

Alera Investment Advisors first reported a position in SPIP in Q2 2024 and has held it in 2 quarters since. The position peaked at $4.96M in Q2 2024. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

  • Alera Investment Advisors held 10,074 shares of State Street SPDR Portfolio TIPS ETF worth $265K as of Q3 2024.
  • Alera Investment Advisors sold 184,935 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $4.78M.
  • State Street SPDR Portfolio TIPS ETF made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #223 holding.
  • Alera Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2024 and has held it in 2 quarters since.
  • Alera Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $4.96M in Q2 2024.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.