Comerica Securities’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Comerica Securities’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
2023 Q3	$260K	Sell	10,470 -38	-0.4%	-$964	0.02%	390
2023 Q2	$272K	Buy	10,508 +126	+1%	+$3.29K	0.02%	394
2023 Q1	$277K	Buy	10,382 +2,474	+31%	+$64.8K	0.02%	398
2022 Q4	$204K	Sell	7,908 -2,670	-25%	-$68.9K	0.01%	469
2022 Q3	$268K	Sell	10,578 -6,516	-38%	-$178K	0.02%	359
2022 Q2	$470K	Sell	17,094 -7,875	-32%	-$226K	0.04%	304
2022 Q1	$756K	Sell	24,969 -3,469	-12%	-$106K	0.05%	276
2021 Q4	$896K	Buy	28,438 +2,475	+10%	+$77.7K	0.06%	255
2021 Q3	$807K	Sell	25,963 -72	-0.3%	-$2.26K	0.06%	265
2021 Q2	$811K	Buy	26,035 +5,601	+27%	+$173K	0.06%	252
2021 Q1	$624K	Buy	20,434 +3	+0%	+$92	0.05%	280
2020 Q4	$637K	Buy	20,431 +3,090	+18%	+$95K	0.05%	260
2020 Q3	$535K	Buy	17,341 +114	+0.7%	+$3.5K	0.05%	264
2020 Q2	$519K	Buy	+17,227	New	+$513K	0.05%	261
2015 Q1	–	Sell	-9,662	Closed	-$270K	–	321
2014 Q4	$270K	Sell	9,662 -196	-2%	-$5.51K	0.17%	109
2014 Q3	$275K	Buy	+9,858	New	+$280K	0.19%	120

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

SMM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CFS

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

Comerica Securities's SPIP Position: Q3 2023 in Review

Comerica Securities reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.36% in Q3 2023, selling an estimated $964 and leaving 10,470 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #390.

Comerica Securities first reported a position in SPIP in Q3 2014 and has held it in 16 quarters since. The position peaked at $896K in Q4 2021. 246 funds tracked by Wall St. Rank hold SPIP as of Q3 2023.

Comerica Securities held 10,470 shares of State Street SPDR Portfolio TIPS ETF worth $260K as of Q3 2023.
Comerica Securities sold 38 State Street SPDR Portfolio TIPS ETF shares in Q3 2023, an estimated $964.
State Street SPDR Portfolio TIPS ETF made up 0.02% of Comerica Securities's portfolio in Q3 2023, its #390 holding.
Comerica Securities first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2014 and has held it in 16 quarters since.
Comerica Securities's State Street SPDR Portfolio TIPS ETF position peaked at $896K in Q4 2021.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.