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Bell Investment Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Bell Investment 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
2024
Q3 		– Sell
-1
Closed -$26 – 1937
2024
Q2 		$26 Buy
+1
New +$25 ﹤0.01% 1938

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bell Investment Advisors's SPIP Position: Q3 2024 in Review

Bell Investment Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 1 share — an estimated $26 sold.

Bell Investment Advisors first reported a position in SPIP in Q2 2024 and held it in 1 quarter. The position peaked at $26 in Q2 2024. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

  • Bell Investment Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 1 State Street SPDR Portfolio TIPS ETF share in Q3 2024, an estimated $26.
  • Bell Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2024 and held it in 1 quarter.
  • Bell Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $26 in Q2 2024.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on Bell Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.