Dixon Hubard Feinour & Brown’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Dixon Hubard Feinour & Brown’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
2022 Q2	$3.1M	Buy	112,609 +825	+0.7%	+$23.7K	0.37%	78
2022 Q1	$3.38M	Buy	111,784 +6,179	+6%	+$189K	0.34%	83
2021 Q4	$3.33M	Buy	105,605 +12,081	+13%	+$380K	0.32%	81
2021 Q3	$2.91M	Buy	93,524 +5,729	+7%	+$180K	0.62%	41
2021 Q2	$2.73M	Buy	+87,795	New	+$2.71M	0.57%	45

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Dixon Hubard Feinour & Brown's SPIP Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.74% in Q2 2022, buying an estimated $23.7K and bringing the position to 112,609 shares worth $3.1M. The position accounts for 0.37% of the portfolio, ranked #78.

Dixon Hubard Feinour & Brown first reported a position in SPIP in Q2 2021 and has held it in 5 quarters since. The position peaked at $3.38M in Q1 2022. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

Dixon Hubard Feinour & Brown held 112,609 shares of State Street SPDR Portfolio TIPS ETF worth $3.1M as of Q2 2022.
Dixon Hubard Feinour & Brown bought 825 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $23.7K.
State Street SPDR Portfolio TIPS ETF made up 0.37% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #78 holding.
Dixon Hubard Feinour & Brown first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and has held it in 5 quarters since.
Dixon Hubard Feinour & Brown's State Street SPDR Portfolio TIPS ETF position peaked at $3.38M in Q1 2022.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.