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Aspire Private Capital’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Aspire Private Capital’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
Q4 		– Sell
-1
Closed -$26 – 557
2024
Q3 		$26 Hold
1
– – ﹤0.01% 673
2024
Q2 		$25 Sell
1
-255
-100% -$6.46K ﹤0.01% 686
2024
Q1 		$6.56K Hold
256
– – ﹤0.01% 452
2023
Q4 		$6.54K Hold
256
– – ﹤0.01% 440
2023
Q3 		$6.36K Sell
256
-42
-14% -$1.06K ﹤0.01% 451
2023
Q2 		$7.69K Buy
298
+1
+0.3% +$26 ﹤0.01% 404
2023
Q1 		$7.92K Hold
297
– – ﹤0.01% 397
2022
Q4 		$7.65K Sell
297
-35
-11% -$903 ﹤0.01% 385
2022
Q3 		$8K Sell
332
-402
-55% -$11K ﹤0.01% 373
2022
Q2 		$20K Sell
734
-1,441
-66% -$41.4K 0.01% 280
2022
Q1 		$66K Sell
2,175
-213,309
-99% -$6.52M 0.02% 184
2021
Q4 		$6.79M Buy
215,484
+1,723
+0.8% +$54.1K 2.12% 10
2021
Q3 		$6.65M Sell
213,761
-13,511
-6% -$424K 2.22% 12
2021
Q2 		$7.08M Buy
227,272
+68,942
+44% +$2.13M 2.27% 11
2021
Q1 		$4.84M Buy
158,330
+13,581
+9% +$419K 1.69% 18
2020
Q4 		$4.51M Buy
144,749
+9,212
+7% +$283K 1.72% 16
2020
Q3 		$4.18M Buy
135,537
+5,105
+4% +$157K 1.71% 16
2020
Q2 		$3.93M Buy
130,432
+1,092
+0.8% +$32.5K 1.83% 17
2020
Q1 		$3.76M Buy
129,340
+3,640
+3% +$105K 2.04% 16
2019
Q4 		$3.59M Buy
125,700
+17,066
+16% +$486K 1.55% 17
2019
Q3 		$3.1M Sell
108,634
-11,670
-10% -$332K 1.47% 19
2019
Q2 		$3.4M Buy
120,304
+11,204
+10% +$312K 1.63% 14
2019
Q1 		$3.04M Buy
109,100
+11,718
+12% +$320K 1.53% 16
2018
Q4 		$2.62M Buy
+97,382
New +$2.62M 1.52% 17

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Aspire Private Capital's SPIP Position: Q4 2024 in Review

Aspire Private Capital sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2024, closing a stake of 1 share — an estimated $26 sold.

Aspire Private Capital first reported a position in SPIP in Q4 2018 and held it in 24 quarters. The position peaked at $7.08M in Q2 2021. 222 funds tracked by Wall St. Rank hold SPIP as of Q4 2024.

  • Aspire Private Capital reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 1 State Street SPDR Portfolio TIPS ETF share in Q4 2024, an estimated $26.
  • Aspire Private Capital first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 24 quarters.
  • Aspire Private Capital's State Street SPDR Portfolio TIPS ETF position peaked at $7.08M in Q2 2021.
  • 222 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.