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Bensler’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Bensler’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
Q1 		– Sell
-190,629
Closed -$4.91M – 160
2022
Q4 		$4.91M Buy
190,629
+432
+0.2% +$11.1K 1.09% 26
2022
Q3 		$4.82M Buy
190,197
+9,356
+5% +$256K 1.15% 24
2022
Q2 		$4.98M Buy
180,841
+10,259
+6% +$295K 1.19% 24
2022
Q1 		$5.16M Buy
170,582
+10,212
+6% +$312K 1.09% 24
2021
Q4 		$5.05M Buy
+160,370
New +$5.04M 1.41% 22

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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bensler's SPIP Position: Q1 2023 in Review

Bensler sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2023, closing a stake of 190,629 shares — an estimated $4.91M sold.

Bensler first reported a position in SPIP in Q4 2021 and held it in 5 quarters. The position peaked at $5.16M in Q1 2022. 246 funds tracked by Wall St. Rank hold SPIP as of Q1 2023.

  • Bensler reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Bensler sold 190,629 State Street SPDR Portfolio TIPS ETF shares in Q1 2023, an estimated $4.91M.
  • Bensler first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and held it in 5 quarters.
  • Bensler's State Street SPDR Portfolio TIPS ETF position peaked at $5.16M in Q1 2022.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2023.

Based on Bensler's 13F filing for Q1 2023, filed 27 Apr 2023.