Center For Asset Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Center For Asset Management’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 Q1	–	Sell	-8,057	Closed	-$254K	–	142
2021 Q4	$254K	Sell	8,057 -944	-10%	-$29.7K	0.19%	100
2021 Q3	$280K	Buy	9,001 +61	+0.7%	+$1.92K	0.24%	73
2021 Q2	$278K	Buy	8,940 +148	+2%	+$4.57K	0.24%	74
2021 Q1	$269K	Buy	8,792 +188	+2%	+$5.79K	0.26%	70
2020 Q4	$268K	Buy	+8,604	New	+$265K	0.27%	64

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

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

SMM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Center For Asset Management's SPIP Position: Q1 2022 in Review

Center For Asset Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2022, closing a stake of 8,057 shares — an estimated $254K sold.

Center For Asset Management first reported a position in SPIP in Q4 2020 and held it in 5 quarters. The position peaked at $280K in Q3 2021. 294 funds tracked by Wall St. Rank hold SPIP as of Q1 2022.

Center For Asset Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2022 after selling out during the quarter.
Center For Asset Management sold 8,057 State Street SPDR Portfolio TIPS ETF shares in Q1 2022, an estimated $254K.
Center For Asset Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 5 quarters.
Center For Asset Management's State Street SPDR Portfolio TIPS ETF position peaked at $280K in Q3 2021.
294 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2022.

Based on Center For Asset Management's 13F filing for Q1 2022, filed 26 Apr 2022.