Jim Simons
SPIP icon

Jim Simons’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Jim Simons’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
Q1 		– Sell
-96,100
Closed -$2.46M – 4051
2023
Q4 		$2.46M Buy
+96,100
New +$2.4M ﹤0.01% 1825
2023
Q2 		– Sell
-25,000
Closed -$667K – 4246
2023
Q1 		$667K Buy
25,000
+10,700
+75% +$280K ﹤0.01% 2716
2022
Q4 		$368K Sell
14,300
-45,800
-76% -$1.18M ﹤0.01% 3124
2022
Q3 		$1.52M Buy
60,100
+34,800
+138% +$953K ﹤0.01% 2224
2022
Q2 		$696K Buy
+25,300
New +$727K ﹤0.01% 2948
2022
Q1 		– Sell
-175,100
Closed -$5.52M – 4440
2021
Q4 		$5.52M Sell
175,100
-56,700
-24% -$1.78M 0.01% 1471
2021
Q3 		$7.21M Sell
231,800
-48,900
-17% -$1.54M 0.01% 1238
2021
Q2 		$8.74M Buy
280,700
+134,500
+92% +$4.15M 0.01% 1276
2021
Q1 		$4.47M Sell
146,200
-9,300
-6% -$287K 0.01% 1716
2020
Q4 		$4.85M Buy
155,500
+106,453
+217% +$3.27M 0.01% 1606
2020
Q3 		$1.51M Buy
49,047
+33,647
+218% +$1.03M ﹤0.01% 2284
2020
Q2 		$464K Buy
+15,400
New +$458K ﹤0.01% 2909

Other funds holding SPIP

LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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
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
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Jim Simons's SPIP Position: Q1 2024 in Review

Jim Simons sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2024, closing a stake of 96,100 shares — an estimated $2.46M sold.

Jim Simons first reported a position in SPIP in Q2 2020 and held it in 12 quarters. The position peaked at $8.74M in Q2 2021. 239 funds tracked by Wall St. Rank hold SPIP as of Q1 2024.

  • Jim Simons reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Jim Simons sold 96,100 State Street SPDR Portfolio TIPS ETF shares in Q1 2024, an estimated $2.46M.
  • Jim Simons first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2020 and held it in 12 quarters.
  • Jim Simons's State Street SPDR Portfolio TIPS ETF position peaked at $8.74M in Q2 2021.
  • 239 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.