Castleview Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Castleview 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
2024 Q3	–	Sell	-114	Closed	-$2.9K	–	870
2024 Q2	$2.9K	Buy	114 +32	+39%	+$810	﹤0.01%	695
2024 Q1	$2.1K	Sell	82 -161	-66%	-$4.12K	﹤0.01%	733
2023 Q4	$6.21K	Sell	243 -791	-76%	-$19.8K	﹤0.01%	557
2023 Q3	$25.7K	Buy	1,034 +20	+2%	+$507	0.02%	336
2023 Q2	$26.2K	Sell	1,014 -4	-0.4%	-$105	0.02%	332
2023 Q1	$27.1K	Sell	1,018 -560	-35%	-$14.7K	0.02%	315
2022 Q4	$40.6K	Sell	1,578 -1	-0.1%	-$26	0.04%	248
2022 Q3	$40K	Sell	1,579 -5,711	-78%	-$156K	0.04%	279
2022 Q2	$241K	Buy	7,290 +5,680	+353%	+$163K	0.19%	116
2022 Q1	$48K	Sell	1,610 -235,805	-99%	-$7.21M	0.03%	355
2021 Q4	$7.54K	Buy	+237,415	New	+$7.46M	0.06%	119
2021 Q2	$176K	Buy	+5,650	New	+$175K	0.08%	223

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

CFS

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

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

WCWM

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

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

Castleview Partners's SPIP Position: Q3 2024 in Review

Castleview Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 114 shares — an estimated $2.9K sold.

Castleview Partners first reported a position in SPIP in Q2 2021 and held it in 12 quarters. The position peaked at $241K in Q2 2022. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

Castleview Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 114 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $2.9K.
Castleview Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and held it in 12 quarters.
Castleview Partners's State Street SPDR Portfolio TIPS ETF position peaked at $241K in Q2 2022.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.