Bartlett & Co’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Bartlett & Co’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 Q4	$6K	Hold	243	–	–	﹤0.01%	1063
2023 Q3	$6K	Hold	243	–	–	﹤0.01%	978
2023 Q2	$6K	Hold	243	–	–	﹤0.01%	972
2023 Q1	$6K	Hold	243	–	–	﹤0.01%	875
2022 Q4	$6K	Buy	243 +8	+3%	+$206	﹤0.01%	901
2022 Q3	$6K	Buy	+235	New	+$6.43K	﹤0.01%	898

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SMM

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

Bartlett & Co's SPIP Position: Q4 2023 in Review

Bartlett & Co held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q4 2023 at 243 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Bartlett & Co first reported a position in SPIP in Q3 2022 and has held it in 6 quarters since. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

Bartlett & Co held 243 shares of State Street SPDR Portfolio TIPS ETF worth $6K as of Q4 2023.
Bartlett & Co left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q4 2023.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1063 holding.
Bartlett & Co first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and has held it in 6 quarters since.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.