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Hobbs Group Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Hobbs Group Advisors’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
Q4 		– Sell
-270
Closed -$7.1K – 551
2024
Q3 		$7.1K Hold
270
– – ﹤0.01% 454
2024
Q2 		$6.86K Buy
+270
New +$6.84K ﹤0.01% 421
2023
Q4 		$6.9K Buy
+270
New +$6.76K ﹤0.01% 388

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Hobbs Group Advisors's SPIP Position: Q4 2024 in Review

Hobbs Group Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2024, closing a stake of 270 shares — an estimated $7.1K sold.

Hobbs Group Advisors first reported a position in SPIP in Q4 2023 and held it in 3 quarters. The position peaked at $7.1K in Q3 2024. 221 funds tracked by Wall St. Rank hold SPIP as of Q4 2024.

  • Hobbs Group Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 270 State Street SPDR Portfolio TIPS ETF shares in Q4 2024, an estimated $7.1K.
  • Hobbs Group Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $7.1K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.