Calton & Associates’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Calton & Associates’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	-41,609	Closed	-$1.31M	–	405
2021 Q4	$1.31M	Buy	41,609 +12,070	+41%	+$379K	0.35%	71
2021 Q3	$918K	Buy	+29,539	New	+$928K	0.2%	126

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

Calton & Associates's SPIP Position: Q1 2022 in Review

Calton & Associates sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2022, closing a stake of 41,609 shares — an estimated $1.31M sold.

Calton & Associates first reported a position in SPIP in Q3 2021 and held it in 2 quarters. The position peaked at $1.31M in Q4 2021. 294 funds tracked by Wall St. Rank hold SPIP as of Q1 2022.

Calton & Associates reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2022 after selling out during the quarter.
Calton & Associates sold 41,609 State Street SPDR Portfolio TIPS ETF shares in Q1 2022, an estimated $1.31M.
Calton & Associates first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2021 and held it in 2 quarters.
Calton & Associates's State Street SPDR Portfolio TIPS ETF position peaked at $1.31M in Q4 2021.
294 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2022.

Based on Calton & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.