Cetera Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Cetera Advisors’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 Q1	$594K	Buy	+23,186	New	+$593K	﹤0.01%	1493
2023 Q4	–	Sell	-14,772	Closed	-$367K	–	1859
2023 Q3	$367K	Sell	14,772 -17,316	-54%	-$439K	0.01%	1220
2023 Q2	$829K	Sell	32,088 -5,879	-15%	-$154K	0.01%	799
2023 Q1	$1.01M	Sell	37,967 -4,084	-10%	-$107K	0.02%	689
2022 Q4	$1.08M	Sell	42,051 -10,269	-20%	-$265K	0.02%	646
2022 Q3	$1.33M	Sell	52,320 -1,316	-2%	-$36K	0.04%	456
2022 Q2	$1.48M	Sell	53,636 -4,223	-7%	-$121K	0.03%	462
2022 Q1	$1.75M	Buy	57,859 +16,848	+41%	+$515K	0.03%	446
2021 Q4	$1.29M	Buy	41,011 +5,780	+16%	+$182K	0.03%	512
2021 Q3	$1.1M	Buy	35,231 +6,278	+22%	+$197K	0.02%	582
2021 Q2	$902K	Buy	28,953 +8,435	+41%	+$261K	0.02%	582
2021 Q1	$627K	Buy	+20,518	New	+$632K	0.02%	646
2020 Q4	–	Sell	-8,595	Closed	-$265K	–	1068
2020 Q3	$265K	Sell	8,595 -525	-6%	-$16.1K	0.01%	786
2020 Q2	$275K	Buy	+9,120	New	+$271K	0.01%	729
2019 Q2	–	Sell	-5,110	Closed	-$142K	–	1245
2019 Q1	$142K	Buy	+5,110	New	+$140K	0.01%	843

Other funds holding SPIP

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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

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

CFS

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

Cetera Advisors's SPIP Position: Q1 2024 in Review

Cetera Advisors opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2024: 23,186 shares worth $594K. The stake represents ﹤0.01% of the portfolio and ranks #1493 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in SPIP as recently as Q3 2023.

Cetera Advisors first reported a position in SPIP in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.75M in Q1 2022. 238 funds tracked by Wall St. Rank hold SPIP as of Q1 2024.

Cetera Advisors held 23,186 shares of State Street SPDR Portfolio TIPS ETF worth $594K as of Q1 2024.
State Street SPDR Portfolio TIPS ETF was a new Cetera Advisors position in Q1 2024.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1493 holding.
Cetera Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2019 and has held it in 15 quarters since.
Cetera Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $1.75M in Q1 2022.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.