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Curi RMB Capital’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Curi RMB Capital’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
Q4 		– Sell
-8,570
Closed -$213K – 529
2023
Q3 		$213K Sell
8,570
-1,329
-13% -$33.7K 0.01% 476
2023
Q2 		$256K Sell
9,899
-423
-4% -$11.1K 0.01% 459
2023
Q1 		$275K Buy
10,322
+18
+0.2% +$471 0.01% 433
2022
Q4 		$265K Buy
+10,304
New +$266K 0.01% 432

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Curi RMB Capital's SPIP Position: Q4 2023 in Review

Curi RMB Capital sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 8,570 shares — an estimated $213K sold.

Curi RMB Capital first reported a position in SPIP in Q4 2022 and held it in 4 quarters. The position peaked at $275K in Q1 2023. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

  • Curi RMB Capital reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Curi RMB Capital sold 8,570 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $213K.
  • Curi RMB Capital first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 4 quarters.
  • Curi RMB Capital's State Street SPDR Portfolio TIPS ETF position peaked at $275K in Q1 2023.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Curi RMB Capital's 13F filing for Q4 2023, filed 14 Feb 2024.