Gladstone Institutional Advisory’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Gladstone Institutional Advisory’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 Q2	–	Sell	-29,287	Closed	-$781K	–	705
2023 Q1	$781K	Sell	29,287 -30,050	-51%	-$787K	0.05%	332
2022 Q4	$1.53M	Sell	59,337 -15,990	-21%	-$412K	0.11%	220
2022 Q3	$1.91M	Buy	75,327 +14,413	+24%	+$395K	0.15%	173
2022 Q2	$1.68M	Buy	60,914 +43,620	+252%	+$1.25M	0.13%	177
2022 Q1	$523K	Buy	+17,294	New	+$529K	0.04%	423

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Gladstone Institutional Advisory's SPIP Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 29,287 shares — an estimated $781K sold.

Gladstone Institutional Advisory first reported a position in SPIP in Q1 2022 and held it in 5 quarters. The position peaked at $1.91M in Q3 2022. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

Gladstone Institutional Advisory reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 29,287 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $781K.
Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and held it in 5 quarters.
Gladstone Institutional Advisory's State Street SPDR Portfolio TIPS ETF position peaked at $1.91M in Q3 2022.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.