GI
SPIP icon

Gradient Investments’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Gradient Investments’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
Q1 		– Sell
-188
Closed -$4.81K – 1755
2023
Q4 		$4.81K Sell
188
-32
-15% -$801 ﹤0.01% 1002
2023
Q3 		$5.46K Sell
220
-128
-37% -$3.25K ﹤0.01% 941
2023
Q2 		$8.99K Sell
348
-892
-72% -$23.3K ﹤0.01% 823
2023
Q1 		$33.1K Sell
1,240
-20
-2% -$524 ﹤0.01% 572
2022
Q4 		$32.5K Buy
1,260
+53
+4% +$1.37K ﹤0.01% 589
2022
Q3 		$31K Sell
1,207
-12
-1% -$329 ﹤0.01% 575
2022
Q2 		$34K Sell
1,219
-229
-16% -$6.58K ﹤0.01% 541
2022
Q1 		$44K Hold
1,448
– – ﹤0.01% 501
2021
Q4 		$46K Hold
1,448
– – ﹤0.01% 491
2021
Q3 		$45K Sell
1,448
-68
-4% -$2.13K ﹤0.01% 491
2021
Q2 		$47K Buy
1,516
+297
+24% +$9.17K ﹤0.01% 477
2021
Q1 		$37K Sell
1,219
-328
-21% -$10.1K ﹤0.01% 508
2020
Q4 		$48K Hold
1,547
– – ﹤0.01% 410
2020
Q3 		$48K Buy
1,547
+527
+52% +$16.2K ﹤0.01% 413
2020
Q2 		$31K Hold
1,020
– – ﹤0.01% 452
2020
Q1 		$30K Hold
1,020
– – ﹤0.01% 437
2019
Q4 		$29K Hold
1,020
– – ﹤0.01% 504
2019
Q3 		$29K Hold
1,020
– – ﹤0.01% 468
2019
Q2 		$29K Hold
1,020
– – ﹤0.01% 458
2019
Q1 		$28K Hold
1,020
– – ﹤0.01% 405
2018
Q4 		$27K Hold
1,020
– – ﹤0.01% 422
2018
Q3 		$28K Hold
1,020
– – ﹤0.01% 440
2018
Q2 		$28K Hold
1,020
– – ﹤0.01% 429
2018
Q1 		$28K Sell
1,020
-334
-25% -$9.27K ﹤0.01% 427
2017
Q4 		$38K Buy
+1,354
New +$38.2K ﹤0.01% 385
2017
Q3 		– Sell
-2,690
Closed -$76K – 638
2017
Q2 		$76K Sell
2,690
-76
-3% -$2.15K 0.01% 277
2017
Q1 		$79K Buy
2,766
+146
+6% +$4.13K 0.01% 280
2016
Q4 		$74K Sell
2,620
-6
-0.2% -$171 0.01% 234
2016
Q3 		$76K Buy
2,626
+172
+7% +$4.98K 0.01% 227
2016
Q2 		$71K Sell
2,454
-486
-17% -$13.9K 0.01% 231
2016
Q1 		$84K Sell
2,940
-460
-14% -$12.8K 0.01% 221
2015
Q4 		$93K Sell
3,400
-2,464
-42% -$67.9K 0.01% 211
2015
Q3 		$162K Sell
5,864
-364
-6% -$10.1K 0.02% 174
2015
Q2 		$174K Sell
6,228
-214
-3% -$6.02K 0.02% 174
2015
Q1 		$183K Sell
6,442
-316
-5% -$8.95K 0.03% 170
2014
Q4 		$189K Sell
6,758
-736
-10% -$20.7K 0.03% 162
2014
Q3 		$209K Sell
7,494
-1,034
-12% -$29.4K 0.04% 153
2014
Q2 		$245K Sell
8,528
-1,868
-18% -$52.8K 0.05% 152
2014
Q1 		$289K Sell
10,396
-2,910
-22% -$80.7K 0.07% 146
2013
Q4 		$362K Sell
13,306
-7,052
-35% -$195K 0.1% 112
2013
Q3 		$568K Sell
20,358
-12,566
-38% -$348K 0.18% 93
2013
Q2 		$914K Buy
+32,924
New +$971K 0.34% 87

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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Gradient Investments's SPIP Position: Q1 2024 in Review

Gradient Investments sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2024, closing a stake of 188 shares — an estimated $4.81K sold.

Gradient Investments first reported a position in SPIP in Q2 2013 and held it in 42 quarters. The position peaked at $914K in Q2 2013. 238 funds tracked by Wall St. Rank hold SPIP as of Q1 2024.

  • Gradient Investments reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 188 State Street SPDR Portfolio TIPS ETF shares in Q1 2024, an estimated $4.81K.
  • Gradient Investments first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and held it in 42 quarters.
  • Gradient Investments's State Street SPDR Portfolio TIPS ETF position peaked at $914K in Q2 2013.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.