Cary Street Partners Investment Advisory’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Cary Street Partners Investment 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 Q4	–	Sell	-41,725	Closed	-$1.1M	–	724
2024 Q3	$1.1M	Sell	41,725 -279	-0.7%	-$7.21K	0.04%	356
2024 Q2	$1.07M	Sell	42,004 -5,521	-12%	-$140K	0.04%	336
2024 Q1	$1.22M	Sell	47,525 -435	-0.9%	-$11.1K	0.05%	317
2023 Q4	$1.23M	Sell	47,960 -1,063	-2%	-$26.6K	0.06%	288
2023 Q3	$1.22M	Sell	49,023 -875	-2%	-$22.2K	0.07%	280
2023 Q2	$1.29M	Sell	49,898 -54,996	-52%	-$1.44M	0.08%	236
2023 Q1	$2.8M	Buy	104,894 +464	+0.4%	+$12.1K	0.2%	134
2022 Q4	$2.69M	Sell	104,430 -3,943	-4%	-$102K	0.2%	131
2022 Q3	$2.75M	Buy	108,373 +11,758	+12%	+$322K	0.23%	115
2022 Q2	$2.6M	Buy	+96,615	New	+$2.78M	0.22%	116
2020 Q4	–	Sell	-84	Closed	-$3K	–	794
2020 Q3	$3K	Buy	+84	New	+$2.58K	﹤0.01%	891

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Cary Street Partners Investment Advisory's SPIP Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2024, closing a stake of 41,725 shares — an estimated $1.1M sold.

Cary Street Partners Investment Advisory first reported a position in SPIP in Q3 2020 and held it in 11 quarters. The position peaked at $2.8M in Q1 2023. 221 funds tracked by Wall St. Rank hold SPIP as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 41,725 State Street SPDR Portfolio TIPS ETF shares in Q4 2024, an estimated $1.1M.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and held it in 11 quarters.
Cary Street Partners Investment Advisory's State Street SPDR Portfolio TIPS ETF position peaked at $2.8M in Q1 2023.
221 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.