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

Belpointe 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 Q2	–	Sell	-3,305	Closed	-$88.1K	–	2980
2023 Q1	$88.1K	Hold	3,305	–	–	﹤0.01%	1383
2022 Q4	$85.1K	Buy	+3,305	New	+$85.3K	0.01%	1331
2022 Q3	–	Sell	-4,282	Closed	-$118K	–	1228
2022 Q2	$118K	Sell	4,282 -3,939	-48%	-$113K	0.01%	1043
2022 Q1	$249K	Sell	8,221 -6,320	-43%	-$193K	0.02%	810
2021 Q4	$458K	Buy	14,541 +1,993	+16%	+$62.6K	0.03%	545
2021 Q3	$390K	Buy	12,548 +4,754	+61%	+$149K	0.03%	587
2021 Q2	$243K	Buy	7,794 +4,199	+117%	+$130K	0.02%	755
2021 Q1	$110K	Buy	+3,595	New	+$111K	0.01%	968
2018 Q4	–	Sell	-5,900	Closed	-$161K	–	619
2018 Q3	$161K	Buy	+5,900	New	+$162K	0.03%	511

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

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

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

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

CFS

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

Belpointe Asset Management's SPIP Position: Q2 2023 in Review

Belpointe Asset Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 3,305 shares — an estimated $88.1K sold.

Belpointe Asset Management first reported a position in SPIP in Q3 2018 and held it in 9 quarters. The position peaked at $458K in Q4 2021. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

Belpointe Asset Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 3,305 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $88.1K.
Belpointe Asset Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2018 and held it in 9 quarters.
Belpointe Asset Management's State Street SPDR Portfolio TIPS ETF position peaked at $458K in Q4 2021.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.