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

Hobart Private 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
2024 Q3	–	Sell	-25,500	Closed	-$648K	–	86
2024 Q2	$648K	Sell	25,500 -1,195	-4%	-$30.3K	0.18%	47
2024 Q1	$684K	Sell	26,695 -942	-3%	-$24.1K	0.21%	45
2023 Q4	$707K	Sell	27,637 -29,437	-52%	-$737K	0.23%	40
2023 Q3	$1.42M	Buy	+57,074	New	+$1.45M	0.54%	23

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

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

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

CFS

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

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

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

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

Hobart Private Capital's SPIP Position: Q3 2024 in Review

Hobart Private Capital sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 25,500 shares — an estimated $648K sold.

Hobart Private Capital first reported a position in SPIP in Q3 2023 and held it in 4 quarters. The position peaked at $1.42M in Q3 2023. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

Hobart Private Capital reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
Hobart Private Capital sold 25,500 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $648K.
Hobart Private Capital first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2023 and held it in 4 quarters.
Hobart Private Capital's State Street SPDR Portfolio TIPS ETF position peaked at $1.42M in Q3 2023.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on Hobart Private Capital's 13F filing for Q3 2024, filed 7 Nov 2024.