KLC
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Knowledge Leaders Capital’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Knowledge Leaders 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
2016
Q2 		– Sell
-446,624
Closed -$12.8M – 37
2016
Q1 		$12.8M Buy
+446,624
New +$12.4M 3.49% 13

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Knowledge Leaders Capital's SPIP Position: Q2 2016 in Review

Knowledge Leaders Capital sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2016, closing a stake of 446,624 shares — an estimated $12.8M sold.

Knowledge Leaders Capital first reported a position in SPIP in Q1 2016 and held it in 1 quarter. The position peaked at $12.8M in Q1 2016. 62 funds tracked by Wall St. Rank hold SPIP as of Q2 2016.

  • Knowledge Leaders Capital reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2016 after selling out during the quarter.
  • Knowledge Leaders Capital sold 446,624 State Street SPDR Portfolio TIPS ETF shares in Q2 2016, an estimated $12.8M.
  • Knowledge Leaders Capital first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2016 and held it in 1 quarter.
  • Knowledge Leaders Capital's State Street SPDR Portfolio TIPS ETF position peaked at $12.8M in Q1 2016.
  • 62 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2016.

Based on Knowledge Leaders Capital's 13F filing for Q2 2016, filed 21 Jul 2016.