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Aspiriant LLC’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Aspiriant LLC’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
2021
Q3 		– Sell
-9,495
Closed -$296K – 243
2021
Q2 		$296K Buy
+9,495
New +$293K 0.02% 200

Other funds holding SPIP

CSIA
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LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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

Aspiriant LLC's SPIP Position: Q3 2021 in Review

Aspiriant LLC sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2021, closing a stake of 9,495 shares — an estimated $296K sold.

Aspiriant LLC first reported a position in SPIP in Q2 2021 and held it in 1 quarter. The position peaked at $296K in Q2 2021. 263 funds tracked by Wall St. Rank hold SPIP as of Q3 2021.

  • Aspiriant LLC reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2021 after selling out during the quarter.
  • Aspiriant LLC sold 9,495 State Street SPDR Portfolio TIPS ETF shares in Q3 2021, an estimated $296K.
  • Aspiriant LLC first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and held it in 1 quarter.
  • Aspiriant LLC's State Street SPDR Portfolio TIPS ETF position peaked at $296K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2021.

Based on Aspiriant LLC's 13F filing for Q3 2021, filed 27 Oct 2021.