CPRC
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Consolidated Portfolio Review Corp’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Consolidated Portfolio Review Corp’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 		– Sell
-9,847
Closed -$254K – 331
2023
Q2 		$254K Buy
+9,847
New +$257K 0.06% 263

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
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
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
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

Consolidated Portfolio Review Corp's SPIP Position: Q3 2023 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2023, closing a stake of 9,847 shares — an estimated $254K sold.

Consolidated Portfolio Review Corp first reported a position in SPIP in Q2 2023 and held it in 1 quarter. The position peaked at $254K in Q2 2023. 246 funds tracked by Wall St. Rank hold SPIP as of Q3 2023.

  • Consolidated Portfolio Review Corp reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 9,847 State Street SPDR Portfolio TIPS ETF shares in Q3 2023, an estimated $254K.
  • Consolidated Portfolio Review Corp first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2023 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's State Street SPDR Portfolio TIPS ETF position peaked at $254K in Q2 2023.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2023.

Based on Consolidated Portfolio Review Corp's 13F filing for Q3 2023, filed 13 Nov 2023.