CPP
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Capasso Planning Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Capasso Planning 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
Q3 		– Sell
-12,934
Closed -$334K – 101
2023
Q2 		$334K Sell
12,934
-6,490
-33% -$170K 0.18% 71
2023
Q1 		$518K Hold
19,424
– – 0.3% 54
2022
Q4 		$500K Buy
19,424
+6,490
+50% +$167K 0.32% 54
2022
Q3 		$328K Buy
+12,934
New +$354K 0.23% 67

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Capasso Planning Partners's SPIP Position: Q3 2023 in Review

Capasso Planning Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2023, closing a stake of 12,934 shares — an estimated $334K sold.

Capasso Planning Partners first reported a position in SPIP in Q3 2022 and held it in 4 quarters. The position peaked at $518K in Q1 2023. 246 funds tracked by Wall St. Rank hold SPIP as of Q3 2023.

  • Capasso Planning Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Capasso Planning Partners sold 12,934 State Street SPDR Portfolio TIPS ETF shares in Q3 2023, an estimated $334K.
  • Capasso Planning Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and held it in 4 quarters.
  • Capasso Planning Partners's State Street SPDR Portfolio TIPS ETF position peaked at $518K in Q1 2023.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2023.

Based on Capasso Planning Partners's 13F filing for Q3 2023, filed 26 Oct 2023.