Brighton Jones LLC’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Brighton Jones LLC’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 Q2	–	Sell	-16,085	Closed	-$487K	–	529
2022 Q1	$487K	Buy	16,085 +631	+4%	+$19.3K	0.02%	283
2021 Q4	$487K	Buy	15,454 +942	+6%	+$29.6K	0.02%	287
2021 Q3	$451K	Buy	14,512 +903	+7%	+$28.4K	0.02%	286
2021 Q2	$424K	Buy	+13,609	New	+$420K	0.02%	283

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

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

3AM

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

SMM

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

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

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

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

Brighton Jones LLC's SPIP Position: Q2 2022 in Review

Brighton Jones LLC sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2022, closing a stake of 16,085 shares — an estimated $487K sold.

Brighton Jones LLC first reported a position in SPIP in Q2 2021 and held it in 4 quarters. The position peaked at $487K in Q1 2022. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

Brighton Jones LLC reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2022 after selling out during the quarter.
Brighton Jones LLC sold 16,085 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $487K.
Brighton Jones LLC first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and held it in 4 quarters.
Brighton Jones LLC's State Street SPDR Portfolio TIPS ETF position peaked at $487K in Q1 2022.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on Brighton Jones LLC's 13F filing for Q2 2022, filed 4 Aug 2022.