Cascade Investment Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Cascade Investment Group’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 Q2	–	Sell	-8,178	Closed	-$218K	–	127
2023 Q1	$218K	Sell	8,178 -120	-1%	-$3.14K	0.22%	110
2022 Q4	$214K	Buy	+8,298	New	+$214K	0.22%	111

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cascade Investment Group's SPIP Position: Q2 2023 in Review

Cascade Investment Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 8,178 shares — an estimated $218K sold.

Cascade Investment Group first reported a position in SPIP in Q4 2022 and held it in 2 quarters. The position peaked at $218K in Q1 2023. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

Cascade Investment Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Group sold 8,178 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $218K.
Cascade Investment Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 2 quarters.
Cascade Investment Group's State Street SPDR Portfolio TIPS ETF position peaked at $218K in Q1 2023.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on Cascade Investment Group's 13F filing for Q2 2023, filed 19 Jul 2023.