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

Carmichael Hill & 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 Q3	–	Sell	-492	Closed	-$14K	–	863
2022 Q2	$14K	Sell	492 -542	-52%	-$15.6K	0.01%	514
2022 Q1	$31K	Hold	1,034	–	–	0.01%	438
2021 Q4	$33K	Hold	1,034	–	–	0.01%	440
2021 Q3	$32K	Sell	1,034 -478	-32%	-$15K	0.02%	444
2021 Q2	$47K	Buy	1,512 +542	+56%	+$16.7K	0.02%	364
2021 Q1	$30K	Buy	970 +439	+83%	+$13.5K	0.02%	437
2020 Q4	$17K	Hold	531	–	–	0.01%	496
2020 Q3	$16K	Hold	531	–	–	0.01%	461
2020 Q2	$16K	Buy	531 +99	+23%	+$2.95K	0.01%	435
2020 Q1	$13K	Hold	432	–	–	0.01%	433
2019 Q4	$12K	Buy	+432	New	+$12.3K	0.01%	465

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Carmichael Hill & Associates's SPIP Position: Q3 2022 in Review

Carmichael Hill & Associates sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2022, closing a stake of 492 shares — an estimated $14K sold.

Carmichael Hill & Associates first reported a position in SPIP in Q4 2019 and held it in 11 quarters. The position peaked at $47K in Q2 2021. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

Carmichael Hill & Associates reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 492 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $14K.
Carmichael Hill & Associates first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 11 quarters.
Carmichael Hill & Associates's State Street SPDR Portfolio TIPS ETF position peaked at $47K in Q2 2021.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on Carmichael Hill & Associates's 13F filing for Q3 2022, filed 10 Nov 2022.