LYNX CAPITAL GROUP LTD /ADV’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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 Q4	$361K	Buy	+14,129	New	+$354K	0.26%	69

Other funds holding SPIP

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

LYNX CAPITAL GROUP LTD /ADV's SPIP Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023: 14,129 shares worth $361K. The stake represents 0.26% of the portfolio and ranks #69 among its holdings.

248 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 14,129 shares of State Street SPDR Portfolio TIPS ETF worth $361K as of Q4 2023.
State Street SPDR Portfolio TIPS ETF was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
State Street SPDR Portfolio TIPS ETF made up 0.26% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #69 holding.
248 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.