CBC
SPIP icon

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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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 $70.5B AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return