F.L. Putnam Investment Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

F.L. Putnam Investment Management’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 Q1	–	Sell	-9,522	Closed	-$245K	–	437
2022 Q4	$245K	Buy	+9,522	New	+$246K	0.01%	372
2022 Q1	–	Sell	-8,775	Closed	-$276K	–	422
2021 Q4	$276K	Buy	8,775 +30	+0.3%	+$942	0.01%	348
2021 Q3	$272K	Hold	8,745	–	–	0.01%	344
2021 Q2	$272K	Buy	+8,745	New	+$270K	0.01%	352

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

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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 $374B AUM 17.66% 1-Year Est. Return

F.L. Putnam Investment Management's SPIP Position: Q1 2023 in Review

F.L. Putnam Investment Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2023, closing a stake of 9,522 shares — an estimated $245K sold.

F.L. Putnam Investment Management first reported a position in SPIP in Q2 2021 and held it in 4 quarters. The position peaked at $276K in Q4 2021. 246 funds tracked by Wall St. Rank hold SPIP as of Q1 2023.

F.L. Putnam Investment Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2023 after selling out during the quarter.
F.L. Putnam Investment Management sold 9,522 State Street SPDR Portfolio TIPS ETF shares in Q1 2023, an estimated $245K.
F.L. Putnam Investment Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and held it in 4 quarters.
F.L. Putnam Investment Management's State Street SPDR Portfolio TIPS ETF position peaked at $276K in Q4 2021.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2023.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2023, filed 27 Apr 2023.