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Concourse Financial Group Securities’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Concourse Financial Group 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
2025
Q1 		– Sell
-327
Closed -$8.32K – 1769
2024
Q4 		$8.32K Hold
327
– – ﹤0.01% 1760
2024
Q3 		$8.59K Hold
327
– – ﹤0.01% 1730
2024
Q2 		$8.31K Hold
327
– – ﹤0.01% 1737
2024
Q1 		$8.38K Sell
327
-200
-38% -$5.12K ﹤0.01% 1761
2023
Q4 		$13.5K Hold
527
– – ﹤0.01% 1605
2023
Q3 		$13.1K Hold
527
– – ﹤0.01% 1564
2023
Q2 		$13.6K Hold
527
– – ﹤0.01% 1570
2023
Q1 		$14.1K Sell
527
-243
-32% -$6.36K ﹤0.01% 1569
2022
Q4 		$19.8K Sell
770
-531
-41% -$13.7K ﹤0.01% 1464
2022
Q3 		$33K Hold
1,301
– – ﹤0.01% 1121
2022
Q2 		$36K Hold
1,301
– – ﹤0.01% 1224
2022
Q1 		$39K Hold
1,301
– – ﹤0.01% 1232
2021
Q4 		$41K Buy
1,301
+372
+40% +$11.7K ﹤0.01% 1369
2021
Q3 		$29K Sell
929
-6,555
-88% -$206K ﹤0.01% 1537
2021
Q2 		$233K Buy
7,484
+702
+10% +$21.7K 0.01% 665
2021
Q1 		$207K Buy
6,782
+5,699
+526% +$176K 0.01% 673
2020
Q4 		$34K Buy
1,083
+90
+9% +$2.77K ﹤0.01% 1275
2020
Q3 		$31K Buy
993
+527
+113% +$16.2K ﹤0.01% 1226
2020
Q2 		$14K Hold
466
– – ﹤0.01% 1410
2020
Q1 		$14K Sell
466
-42
-8% -$1.21K ﹤0.01% 1360
2019
Q4 		$15K Buy
+508
New +$14.5K ﹤0.01% 1348
2019
Q3 		– Sell
-466
Closed -$13.3K – 2112
2019
Q2 		$13K Hold
466
– – ﹤0.01% 1414
2019
Q1 		$12K Hold
466
– – ﹤0.01% 1464
2018
Q4 		$12K Buy
+466
New +$12.5K ﹤0.01% 1367

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
Cerity Partners
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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concourse Financial Group Securities's SPIP Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2025, closing a stake of 327 shares — an estimated $8.32K sold.

Concourse Financial Group Securities first reported a position in SPIP in Q4 2018 and held it in 24 quarters. The position peaked at $233K in Q2 2021. 218 funds tracked by Wall St. Rank hold SPIP as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 327 State Street SPDR Portfolio TIPS ETF shares in Q1 2025, an estimated $8.32K.
  • Concourse Financial Group Securities first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's State Street SPDR Portfolio TIPS ETF position peaked at $233K in Q2 2021.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.