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

Baldrige 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
2023 Q1	$101K	Buy	3,787 +400	+12%	+$10.5K	0.04%	144
2022 Q4	$87K	Hold	3,387	–	–	0.04%	148
2022 Q3	$86K	Sell	3,387 -66	-2%	-$1.81K	0.04%	141
2022 Q2	$95K	Buy	3,453 +47	+1%	+$1.35K	0.04%	139
2022 Q1	$103K	Hold	3,406	–	–	0.04%	140
2021 Q4	$107K	Hold	3,406	–	–	0.04%	134
2021 Q3	$106K	Buy	3,406 +66	+2%	+$2.07K	0.04%	126
2021 Q2	$104K	Buy	+3,340	New	+$103K	0.05%	128

Other funds holding SPIP

LNC

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

CSIA

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

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

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

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

SMM

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

PFA

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baldrige Asset Management's SPIP Position: Q1 2023 in Review

Baldrige Asset Management increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 12% in Q1 2023, buying an estimated $10.5K and bringing the position to 3,787 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #144.

Baldrige Asset Management first reported a position in SPIP in Q2 2021 and has held it in 8 quarters since. The position peaked at $107K in Q4 2021. 246 funds tracked by Wall St. Rank hold SPIP as of Q1 2023.

Baldrige Asset Management held 3,787 shares of State Street SPDR Portfolio TIPS ETF worth $101K as of Q1 2023.
Baldrige Asset Management bought 400 State Street SPDR Portfolio TIPS ETF shares in Q1 2023, an estimated $10.5K.
State Street SPDR Portfolio TIPS ETF made up 0.04% of Baldrige Asset Management's portfolio in Q1 2023, its #144 holding.
Baldrige Asset Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's State Street SPDR Portfolio TIPS ETF position peaked at $107K in Q4 2021.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.