CA
SPIP icon

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

CGN 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
2021
Q4 		– Sell
-7,550
Closed -$235K – 224
2021
Q3 		$235K Buy
7,550
+548
+8% +$17.2K 0.08% 183
2021
Q2 		$218K Buy
7,002
+309
+5% +$9.54K 0.07% 205
2021
Q1 		$204K Buy
+6,693
New +$206K 0.07% 195

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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CGN Advisors's SPIP Position: Q4 2021 in Review

CGN Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2021, closing a stake of 7,550 shares — an estimated $235K sold.

CGN Advisors first reported a position in SPIP in Q1 2021 and held it in 3 quarters. The position peaked at $235K in Q3 2021. 323 funds tracked by Wall St. Rank hold SPIP as of Q4 2021.

  • CGN Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2021 after selling out during the quarter.
  • CGN Advisors sold 7,550 State Street SPDR Portfolio TIPS ETF shares in Q4 2021, an estimated $235K.
  • CGN Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and held it in 3 quarters.
  • CGN Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $235K in Q3 2021.
  • 323 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2021.

Based on CGN Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.