Essex Savings Bank’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Essex Savings Bank’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 Q4	–	Sell	-10,493	Closed	-$266K	–	226
2022 Q3	$266K	Sell	10,493 -629	-6%	-$17.2K	0.11%	168
2022 Q2	$306K	Sell	11,122 -1,863	-14%	-$53.5K	0.12%	156
2022 Q1	$393K	Buy	12,985 +370	+3%	+$11.3K	0.13%	142
2021 Q4	$398K	Sell	12,615 -843	-6%	-$26.5K	0.13%	142
2021 Q3	$425K	Hold	13,458	–	–	0.15%	137
2021 Q2	$419K	Buy	13,458 +2,142	+19%	+$66.2K	0.16%	143
2021 Q1	$346K	Buy	11,316 +1,316	+13%	+$40.6K	0.15%	143
2020 Q4	$311K	Buy	+10,000	New	+$307K	0.14%	148

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 $3.91B AUM 14.77% 1-Year Est. Return

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

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

SMM

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

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

PFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Essex Savings Bank's SPIP Position: Q4 2022 in Review

Essex Savings Bank sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2022, closing a stake of 10,493 shares — an estimated $266K sold.

Essex Savings Bank first reported a position in SPIP in Q4 2020 and held it in 8 quarters. The position peaked at $425K in Q3 2021. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

Essex Savings Bank reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2022 after selling out during the quarter.
Essex Savings Bank sold 10,493 State Street SPDR Portfolio TIPS ETF shares in Q4 2022, an estimated $266K.
Essex Savings Bank first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 8 quarters.
Essex Savings Bank's State Street SPDR Portfolio TIPS ETF position peaked at $425K in Q3 2021.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on Essex Savings Bank's 13F filing for Q4 2022, filed 18 Jan 2023.