GP
SPIP icon

Greenline Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Greenline Partners’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
2025
Q3 		– Sell
-109,394
Closed -$2.85M – 151
2025
Q2 		$2.85M Sell
109,394
-6,114
-5% -$158K 0.38% 62
2025
Q1 		$3.05M Sell
115,508
-210,717
-65% -$5.44M 0.44% 57
2024
Q4 		$8.26M Sell
326,225
-6,426
-2% -$165K 1.16% 22
2024
Q3 		$8.74M Buy
332,651
+2,756
+0.8% +$71.2K 1.25% 23
2024
Q2 		$8.31M Buy
329,895
+3,025
+0.9% +$76.6K 1.26% 23
2024
Q1 		$8.37M Sell
326,870
-106,286
-25% -$2.72M 1.33% 19
2023
Q4 		$11.1M Buy
+433,156
New +$10.8M 1.87% 13

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 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