MCG
SPIP icon

McCollum Christoferson Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

McCollum Christoferson Group’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 		– Sell
-38,605
Closed -$959K – 67
2023
Q3 		$959K Sell
38,605
-3,730
-9% -$94.6K 0.29% 44
2023
Q2 		$1.09M Sell
42,335
-1,000
-2% -$26.1K 0.31% 44
2023
Q1 		$1.16M Sell
43,335
-2,485
-5% -$65.1K 0.36% 43
2022
Q4 		$1.18M Sell
45,820
-7,235
-14% -$187K 0.37% 44
2022
Q3 		$1.34M Sell
53,055
-3,600
-6% -$98.6K 0.45% 43
2022
Q2 		$1.56M Sell
56,655
-2,275
-4% -$65.4K 0.48% 44
2022
Q1 		$1.78M Buy
58,930
+2,920
+5% +$89.3K 0.44% 45
2021
Q4 		$1.76M Buy
56,010
+1,200
+2% +$37.7K 0.4% 45
2021
Q3 		$1.71M Buy
54,810
+1,620
+3% +$50.9K 0.41% 48
2021
Q2 		$1.66M Buy
53,190
+1,200
+2% +$37.1K 0.39% 48
2021
Q1 		$1.59M Buy
51,990
+2,655
+5% +$81.8K 0.4% 47
2020
Q4 		$1.54M Buy
49,335
+4,010
+9% +$123K 0.39% 47
2020
Q3 		$1.4M Buy
45,325
+1,585
+4% +$48.7K 0.4% 47
2020
Q2 		$1.32M Sell
43,740
-4,575
-9% -$136K 0.43% 48
2020
Q1 		$1.4M Buy
48,315
+11,125
+30% +$321K 0.56% 48
2019
Q4 		$1.06M Buy
37,190
+800
+2% +$22.8K 0.36% 49
2019
Q3 		$1.04M Buy
36,390
+210
+0.6% +$5.98K 0.37% 48
2019
Q2 		$1.02M Sell
36,180
-60
-0.2% -$1.67K 0.36% 48
2019
Q1 		$1.01M Sell
36,240
-150
-0.4% -$4.1K 0.37% 50
2018
Q4 		$981K Sell
36,390
-400
-1% -$10.8K 0.41% 49
2018
Q3 		$1M Sell
36,790
-510
-1% -$14K 0.37% 52
2018
Q2 		$1.04M Sell
37,300
-4,060
-10% -$112K 0.42% 52
2018
Q1 		$1.15M Buy
41,360
+2,830
+7% +$78.6K 0.48% 52
2017
Q4 		$1.08M Buy
+38,530
New +$1.09M 0.45% 52

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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
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

McCollum Christoferson Group's SPIP Position: Q4 2023 in Review

McCollum Christoferson Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 38,605 shares — an estimated $959K sold.

McCollum Christoferson Group first reported a position in SPIP in Q4 2017 and held it in 24 quarters. The position peaked at $1.78M in Q1 2022. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

  • McCollum Christoferson Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • McCollum Christoferson Group sold 38,605 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $959K.
  • McCollum Christoferson Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and held it in 24 quarters.
  • McCollum Christoferson Group's State Street SPDR Portfolio TIPS ETF position peaked at $1.78M in Q1 2022.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on McCollum Christoferson Group's 13F filing for Q4 2023, filed 19 Jan 2024.