BA
SPIP icon

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

Bridge Advisory’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
Q2 		– Sell
-35,778
Closed -$917K – 107
2024
Q1 		$917K Sell
35,778
-11,945
-25% -$306K 0.45% 59
2023
Q4 		$1.22M Sell
47,723
-175,533
-79% -$4.39M 0.61% 43
2023
Q3 		$5.55M Sell
223,256
-4,494
-2% -$114K 1.95% 14
2023
Q2 		$5.89M Sell
227,750
-6,289
-3% -$164K 2.16% 12
2023
Q1 		$6.24M Sell
234,039
-135,641
-37% -$3.55M 2.41% 12
2022
Q4 		$9.52M Buy
369,680
+19,925
+6% +$514K 3.98% 5
2022
Q3 		$8.87M Sell
349,755
-96,099
-22% -$2.63M 4.33% 4
2022
Q2 		$12.3M Buy
445,854
+144,681
+48% +$4.16M 5.9% 3
2022
Q1 		$9.11M Sell
301,173
-99,976
-25% -$3.06M 3.98% 5
2021
Q4 		$12.6M Sell
401,149
-7,618
-2% -$239K 5.71% 4
2021
Q3 		$12.7M Buy
408,767
+4,023
+1% +$126K 6.26% 4
2021
Q2 		$12.6M Sell
404,744
-15,383
-4% -$475K 6.43% 4
2021
Q1 		$12.8M Sell
420,127
-27,007
-6% -$832K 7.97% 4
2020
Q4 		$13.9M Buy
+447,134
New +$13.7M 6.57% 5

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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridge Advisory's SPIP Position: Q2 2024 in Review

Bridge Advisory sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2024, closing a stake of 35,778 shares — an estimated $917K sold.

Bridge Advisory first reported a position in SPIP in Q4 2020 and held it in 14 quarters. The position peaked at $13.9M in Q4 2020. 225 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

  • Bridge Advisory reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Bridge Advisory sold 35,778 State Street SPDR Portfolio TIPS ETF shares in Q2 2024, an estimated $917K.
  • Bridge Advisory first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 14 quarters.
  • Bridge Advisory's State Street SPDR Portfolio TIPS ETF position peaked at $13.9M in Q4 2020.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on Bridge Advisory's 13F filing for Q2 2024, filed 23 Jul 2024.