Beaumont Capital Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Beaumont Capital 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
2022 Q2	–	Sell	-19,908	Closed	-$602K	–	39
2022 Q1	$602K	Sell	19,908 -905	-4%	-$27.7K	0.39%	32
2021 Q4	$655K	Sell	20,813 -19,302	-48%	-$606K	0.38%	34
2021 Q3	$1.25M	Buy	+40,115	New	+$1.26M	1.07%	16

Other funds holding SPIP

CSIA

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

LNC

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

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

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beaumont Capital Management's SPIP Position: Q2 2022 in Review

Beaumont Capital Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2022, closing a stake of 19,908 shares — an estimated $602K sold.

Beaumont Capital Management first reported a position in SPIP in Q3 2021 and held it in 3 quarters. The position peaked at $1.25M in Q3 2021. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

Beaumont Capital Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2022 after selling out during the quarter.
Beaumont Capital Management sold 19,908 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $602K.
Beaumont Capital Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2021 and held it in 3 quarters.
Beaumont Capital Management's State Street SPDR Portfolio TIPS ETF position peaked at $1.25M in Q3 2021.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on Beaumont Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.