Hilltop Holdings’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Hilltop Holdings’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	-9,395	Closed	-$251K	–	602
2023 Q1	$251K	Sell	9,395 -20,647	-69%	-$541K	0.03%	440
2022 Q4	$774K	Sell	30,042 -9,723	-24%	-$251K	0.1%	196
2022 Q3	$1.01M	Sell	39,765 -1,406	-3%	-$38.5K	0.14%	153
2022 Q2	$1.13M	Sell	41,171 -274	-0.7%	-$7.87K	0.15%	144
2022 Q1	$1.25M	Buy	41,445 +2	+0%	+$61	0.14%	141
2021 Q4	$1.3M	Buy	41,443 +3,002	+8%	+$94.3K	0.14%	148
2021 Q3	$1.2M	Buy	38,441 +12,767	+50%	+$401K	0.13%	157
2021 Q2	$799K	Buy	25,674 +3,686	+17%	+$114K	0.09%	218
2021 Q1	$672K	Buy	+21,988	New	+$678K	0.09%	224

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

Hilltop Holdings's SPIP Position: Q2 2023 in Review

Hilltop Holdings sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 9,395 shares — an estimated $251K sold.

Hilltop Holdings first reported a position in SPIP in Q1 2021 and held it in 9 quarters. The position peaked at $1.3M in Q4 2021. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

Hilltop Holdings reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
Hilltop Holdings sold 9,395 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $251K.
Hilltop Holdings first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and held it in 9 quarters.
Hilltop Holdings's State Street SPDR Portfolio TIPS ETF position peaked at $1.3M in Q4 2021.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on Hilltop Holdings's 13F filing for Q2 2023, filed 14 Aug 2023.