Central Trust Company’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Central Trust Company’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 Q4	–	Sell	-822	Closed	-$21K	–	1327
2022 Q3	$21K	Hold	822	–	–	﹤0.01%	929
2022 Q2	$23K	Hold	822	–	–	﹤0.01%	906
2022 Q1	$25K	Hold	822	–	–	﹤0.01%	923
2021 Q4	$26K	Sell	822 -321	-28%	-$10.1K	﹤0.01%	912
2021 Q3	$36K	Buy	1,143 +321	+39%	+$10.1K	﹤0.01%	813
2021 Q2	$26K	Hold	822	–	–	﹤0.01%	839
2021 Q1	$25K	Buy	+822	New	+$25.3K	﹤0.01%	798

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Central Trust Company's SPIP Position: Q4 2022 in Review

Central Trust Company sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2022, closing a stake of 822 shares — an estimated $21K sold.

Central Trust Company first reported a position in SPIP in Q1 2021 and held it in 7 quarters. The position peaked at $36K in Q3 2021. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

Central Trust Company reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2022 after selling out during the quarter.
Central Trust Company sold 822 State Street SPDR Portfolio TIPS ETF shares in Q4 2022, an estimated $21K.
Central Trust Company first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and held it in 7 quarters.
Central Trust Company's State Street SPDR Portfolio TIPS ETF position peaked at $36K in Q3 2021.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on Central Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.