CPO
SPIP icon

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

Cerity Partners OCIO’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 		$3.8M Buy
147,553
+137,633
+1,387% +$3.55M 0.12% 107
2022
Q3 		$252K Sell
9,920
-23,783
-71% -$651K 0.01% 381
2022
Q2 		$928K Buy
+33,703
New +$968K 0.03% 229

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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cerity Partners OCIO's SPIP Position: Q4 2022 in Review

Cerity Partners OCIO increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 1,387% in Q4 2022, buying an estimated $3.55M and bringing the position to 147,553 shares worth $3.8M. The position accounts for 0.12% of the portfolio, ranked #107.

Cerity Partners OCIO first reported a position in SPIP in Q2 2022 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

  • Cerity Partners OCIO held 147,553 shares of State Street SPDR Portfolio TIPS ETF worth $3.8M as of Q4 2022.
  • Cerity Partners OCIO bought 137,633 State Street SPDR Portfolio TIPS ETF shares in Q4 2022, an estimated $3.55M.
  • State Street SPDR Portfolio TIPS ETF made up 0.12% of Cerity Partners OCIO's portfolio in Q4 2022, its #107 holding.
  • Cerity Partners OCIO first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.