Gratus Capital’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Gratus Capital’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 Q3	–	Sell	-480,347	Closed	-$13.2M	–	211
2022 Q2	$13.2M	Buy	+480,347	New	+$13.8M	1.48%	25

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 $3.45B AUM 12.55% 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

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

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

PFA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Gratus Capital's SPIP Position: Q3 2022 in Review

Gratus Capital sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2022, closing a stake of 480,347 shares — an estimated $13.2M sold.

Gratus Capital first reported a position in SPIP in Q2 2022 and held it in 1 quarter. The position peaked at $13.2M in Q2 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

Gratus Capital reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2022 after selling out during the quarter.
Gratus Capital sold 480,347 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $13.2M.
Gratus Capital first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and held it in 1 quarter.
Gratus Capital's State Street SPDR Portfolio TIPS ETF position peaked at $13.2M in Q2 2022.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on Gratus Capital's 13F filing for Q3 2022, filed 4 Nov 2022.