McCarthy Asset Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

McCarthy Asset Management’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	–	Sell	-68	Closed	-$2K	–	251
2022 Q1	$2K	Hold	68	–	–	﹤0.01%	294
2021 Q4	$2K	Hold	68	–	–	﹤0.01%	293
2021 Q3	$2K	Hold	68	–	–	﹤0.01%	296
2021 Q2	$2K	Hold	68	–	–	﹤0.01%	356
2021 Q1	$2K	Hold	68	–	–	﹤0.01%	315
2020 Q4	$2K	Buy	+68	New	+$2.09K	﹤0.01%	288

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

McCarthy Asset Management's SPIP Position: Q2 2022 in Review

McCarthy Asset Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2022, closing a stake of 68 shares — an estimated $2K sold.

McCarthy Asset Management first reported a position in SPIP in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

McCarthy Asset Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 68 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $2K.
McCarthy Asset Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's State Street SPDR Portfolio TIPS ETF position peaked at $2K in Q1 2022.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.