Beaumont Financial Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Beaumont Financial Advisors’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 Q3	–	Sell	-44,575	Closed	-$1.15M	–	351
2023 Q2	$1.15M	Sell	44,575 -8,110	-15%	-$212K	0.11%	121
2023 Q1	$1.41M	Sell	52,685 -1,920	-4%	-$50.3K	0.14%	99
2022 Q4	$1.41M	Buy	+54,605	New	+$1.41M	0.14%	102
2022 Q2	–	Sell	-8,907	Closed	-$270K	–	359
2022 Q1	$270K	Sell	8,907 -306	-3%	-$9.36K	0.02%	300
2021 Q4	$290K	Sell	9,213 -11,650	-56%	-$366K	0.02%	280
2021 Q3	$649K	Buy	+20,863	New	+$655K	0.05%	183
2020 Q1	–	Sell	-17,863	Closed	-$510K	–	280
2019 Q4	$510K	Sell	17,863 -9,975	-36%	-$284K	0.05%	175
2019 Q3	$793K	Sell	27,838 -36,724	-57%	-$1.05M	0.08%	141
2019 Q2	$1.83M	Buy	64,562 +37,208	+136%	+$1.04M	0.19%	86
2019 Q1	$762K	Sell	27,354 -21,732	-44%	-$594K	0.08%	131
2018 Q4	$1.32M	Buy	+49,086	New	+$1.32M	0.22%	73

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

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

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

SMM

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Beaumont Financial Advisors's SPIP Position: Q3 2023 in Review

Beaumont Financial Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2023, closing a stake of 44,575 shares — an estimated $1.15M sold.

Beaumont Financial Advisors first reported a position in SPIP in Q4 2018 and held it in 11 quarters. The position peaked at $1.83M in Q2 2019. 246 funds tracked by Wall St. Rank hold SPIP as of Q3 2023.

Beaumont Financial Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 44,575 State Street SPDR Portfolio TIPS ETF shares in Q3 2023, an estimated $1.15M.
Beaumont Financial Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 11 quarters.
Beaumont Financial Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $1.83M in Q2 2019.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2023.

Based on Beaumont Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.