Key Bridge Compliance’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Key Bridge Compliance’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 Q3	$1.03M	Buy	+41,335	New	+$1.05M	0.32%	61

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Key Bridge Compliance's SPIP Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2023: 41,335 shares worth $1.03M. The stake represents 0.32% of the portfolio and ranks #61 among its holdings.

245 funds tracked by Wall St. Rank hold SPIP as of Q3 2023.

Key Bridge Compliance held 41,335 shares of State Street SPDR Portfolio TIPS ETF worth $1.03M as of Q3 2023.
State Street SPDR Portfolio TIPS ETF was a new Key Bridge Compliance position in Q3 2023.
State Street SPDR Portfolio TIPS ETF made up 0.32% of Key Bridge Compliance's portfolio in Q3 2023, its #61 holding.
245 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.