Coombe, Bender & Co’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Coombe, Bender & Co’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 Q2	$346K	Buy	13,630 +615	+5%	+$15.6K	0.2%	62
2024 Q1	$333K	Buy	13,015 +19	+0.1%	+$486	0.2%	61
2023 Q4	$332K	Buy	12,996 +287	+2%	+$7.18K	0.21%	64
2023 Q3	$316K	Buy	12,709 +42	+0.3%	+$1.06K	0.24%	60
2023 Q2	$327K	Buy	12,667 +352	+3%	+$9.2K	0.24%	58
2023 Q1	$328K	Buy	12,315 +95	+0.8%	+$2.49K	0.26%	60
2022 Q4	$315K	Buy	12,220 +54	+0.4%	+$1.39K	0.29%	59
2022 Q3	$309K	Buy	12,166 +131	+1%	+$3.59K	0.27%	62
2022 Q2	$331K	Buy	+12,035	New	+$346K	0.28%	62

Other funds holding SPIP

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coombe, Bender & Co's SPIP Position: Q2 2024 in Review

Coombe, Bender & Co increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 4.7% in Q2 2024, buying an estimated $15.6K and bringing the position to 13,630 shares worth $346K. The position accounts for 0.2% of the portfolio, ranked #62.

Coombe, Bender & Co first reported a position in SPIP in Q2 2022 and has held it in 9 quarters since. 226 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

Coombe, Bender & Co held 13,630 shares of State Street SPDR Portfolio TIPS ETF worth $346K as of Q2 2024.
Coombe, Bender & Co bought 615 State Street SPDR Portfolio TIPS ETF shares in Q2 2024, an estimated $15.6K.
State Street SPDR Portfolio TIPS ETF made up 0.2% of Coombe, Bender & Co's portfolio in Q2 2024, its #62 holding.
Coombe, Bender & Co first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and has held it in 9 quarters since.
226 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.