BIP
SPIP icon

Blueprint Investment Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Blueprint Investment Partners’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
Q4 		– Sell
-129,754
Closed -$3.22M – 148
2023
Q3 		$3.22M Buy
129,754
+21,015
+19% +$533K 1.04% 23
2023
Q2 		$2.81M Sell
108,739
-80,437
-43% -$2.1M 1.01% 21
2023
Q1 		$5.05M Buy
189,176
+102,112
+117% +$2.67M 1.15% 24
2022
Q4 		$2.24M Buy
87,064
+202
+0.2% +$5.21K 0.47% 47
2022
Q3 		$2.2M Buy
86,862
+42,348
+95% +$1.16M 0.6% 34
2022
Q2 		$1.23M Buy
44,514
+2,506
+6% +$72K 0.33% 53
2022
Q1 		$1.27M Sell
42,008
-127,816
-75% -$3.91M 0.33% 65
2021
Q4 		$5.35M Buy
169,824
+3,158
+2% +$99.2K 1.32% 22
2021
Q3 		$5.18M Sell
166,666
-22,306
-12% -$700K 2.59% 10
2021
Q2 		$5.88M Buy
188,972
+26,397
+16% +$815K 4.71% 7
2021
Q1 		$4.97M Buy
162,575
+162,418
+103,451% +$5.01M 3.87% 9
2020
Q4 		$4.88K Sell
157
-156,527
-100% -$4.81M 3.95% 9
2020
Q3 		$4.88M Sell
156,684
-34,377
-18% -$1.06M 3.86% 9
2020
Q2 		$5.76M Buy
191,061
+5,188
+3% +$154K 3.67% 8
2020
Q1 		$5.4M Sell
185,873
-89,859
-33% -$2.59M 5.49% 5
2019
Q4 		$7.87M Buy
+275,732
New +$7.86M 6.25% 6

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Blueprint Investment Partners's SPIP Position: Q4 2023 in Review

Blueprint Investment Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 129,754 shares — an estimated $3.22M sold.

Blueprint Investment Partners first reported a position in SPIP in Q4 2019 and held it in 16 quarters. The position peaked at $7.87M in Q4 2019. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

  • Blueprint Investment Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 129,754 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $3.22M.
  • Blueprint Investment Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 16 quarters.
  • Blueprint Investment Partners's State Street SPDR Portfolio TIPS ETF position peaked at $7.87M in Q4 2019.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Blueprint Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.