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

Brand Asset Management Group’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
2022 Q1	–	Sell	-9,044	Closed	-$285K	–	83
2021 Q4	$285K	Buy	+9,044	New	+$284K	0.13%	65
2021 Q2	–	Sell	-2,938	Closed	-$90K	–	227
2021 Q1	$90K	Buy	2,938 +481	+20%	+$14.8K	0.05%	105
2020 Q4	$77K	Buy	2,457 +22	+0.9%	+$676	0.04%	96
2020 Q3	$75K	Buy	+2,435	New	+$74.9K	0.05%	99

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brand Asset Management Group's SPIP Position: Q1 2022 in Review

Brand Asset Management Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2022, closing a stake of 9,044 shares — an estimated $285K sold.

Brand Asset Management Group first reported a position in SPIP in Q3 2020 and held it in 4 quarters. The position peaked at $285K in Q4 2021. 294 funds tracked by Wall St. Rank hold SPIP as of Q1 2022.

Brand Asset Management Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2022 after selling out during the quarter.
Brand Asset Management Group sold 9,044 State Street SPDR Portfolio TIPS ETF shares in Q1 2022, an estimated $285K.
Brand Asset Management Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and held it in 4 quarters.
Brand Asset Management Group's State Street SPDR Portfolio TIPS ETF position peaked at $285K in Q4 2021.
294 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2022.

Based on Brand Asset Management Group's 13F filing for Q1 2022, filed 28 Apr 2022.