JCA
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January Capital Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

January Capital 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
2022
Q2 		$407K Hold
14,783
– – 0.36% 28
2022
Q1 		$407K Sell
14,783
-311,797
-95% -$9.53M 0.36% 28
2021
Q4 		$10.3M Buy
+326,580
New +$10.3M 8.17% 3

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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
Morgan Stanley
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

January Capital Advisors's SPIP Position: Q2 2022 in Review

January Capital Advisors held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2022 at 14,783 shares worth $407K. The position accounts for 0.36% of the portfolio, ranked #28.

January Capital Advisors first reported a position in SPIP in Q4 2021 and has held it in 3 quarters since. The position peaked at $10.3M in Q4 2021. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

  • January Capital Advisors held 14,783 shares of State Street SPDR Portfolio TIPS ETF worth $407K as of Q2 2022.
  • January Capital Advisors left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2022.
  • State Street SPDR Portfolio TIPS ETF made up 0.36% of January Capital Advisors's portfolio in Q2 2022, its #28 holding.
  • January Capital Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and has held it in 3 quarters since.
  • January Capital Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $10.3M in Q4 2021.
  • 286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on January Capital Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.