Eldridge Investment Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Eldridge Investment Advisors’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 Q4	–	Sell	-22,000	Closed	-$577K	–	153
2024 Q3	$577K	Buy	+22,000	New	+$569K	0.14%	98
2024 Q2	–	Sell	-46,768	Closed	-$1.2M	–	147
2024 Q1	$1.2M	Hold	46,768	–	–	0.31%	70
2023 Q4	$1.2M	Buy	+46,768	New	+$1.17M	0.31%	69

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Eldridge Investment Advisors's SPIP Position: Q4 2024 in Review

Eldridge Investment Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2024, closing a stake of 22,000 shares — an estimated $577K sold.

Eldridge Investment Advisors first reported a position in SPIP in Q4 2023 and held it in 3 quarters. The position peaked at $1.2M in Q1 2024. 221 funds tracked by Wall St. Rank hold SPIP as of Q4 2024.

Eldridge Investment Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2024 after selling out during the quarter.
Eldridge Investment Advisors sold 22,000 State Street SPDR Portfolio TIPS ETF shares in Q4 2024, an estimated $577K.
Eldridge Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and held it in 3 quarters.
Eldridge Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $1.2M in Q1 2024.
221 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2024.

Based on Eldridge Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.