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Cedar Capital’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Cedar Capital’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
2021
Q3 		$550K Buy
17,698
+2,185
+14% +$68.6K 1% 29
2021
Q2 		$483K Buy
15,513
+1,204
+8% +$37.2K 0.83% 38
2021
Q1 		$437K Buy
+14,309
New +$441K 0.77% 38

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 $3.91B AUM 14.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Cedar Capital's SPIP Position: Q3 2021 in Review

Cedar Capital increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 14% in Q3 2021, buying an estimated $68.6K and bringing the position to 17,698 shares worth $550K. The position accounts for 1% of the portfolio, ranked #29.

Cedar Capital first reported a position in SPIP in Q1 2021 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold SPIP as of Q3 2021.

  • Cedar Capital held 17,698 shares of State Street SPDR Portfolio TIPS ETF worth $550K as of Q3 2021.
  • Cedar Capital bought 2,185 State Street SPDR Portfolio TIPS ETF shares in Q3 2021, an estimated $68.6K.
  • State Street SPDR Portfolio TIPS ETF made up 1% of Cedar Capital's portfolio in Q3 2021, its #29 holding.
  • Cedar Capital first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.