MIFH
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Migdal Insurance & Financial Holdings’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Migdal Insurance & Financial Holdings’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
2024
Q4 		– Sell
-263
Closed -$7K – 471
2024
Q3 		$7K Sell
263
-386
-59% -$9.97K ﹤0.01% 348
2024
Q2 		$17K Hold
649
– – ﹤0.01% 381
2024
Q1 		$17K Hold
649
– – ﹤0.01% 308
2023
Q4 		$17K Hold
649
– – ﹤0.01% 390
2023
Q3 		$16K Hold
649
– – ﹤0.01% 385
2023
Q2 		$17K Hold
649
– – ﹤0.01% 380
2023
Q1 		$17K Hold
649
– – ﹤0.01% 429
2022
Q4 		$17K Buy
+649
New +$16.7K ﹤0.01% 422

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SPIP Position: Q4 2024 in Review

Migdal Insurance & Financial Holdings sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2024, closing a stake of 263 shares — an estimated $7K sold.

Migdal Insurance & Financial Holdings first reported a position in SPIP in Q4 2022 and held it in 8 quarters. The position peaked at $17K in Q2 2024. 221 funds tracked by Wall St. Rank hold SPIP as of Q4 2024.

  • Migdal Insurance & Financial Holdings reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 263 State Street SPDR Portfolio TIPS ETF shares in Q4 2024, an estimated $7K.
  • Migdal Insurance & Financial Holdings first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 8 quarters.
  • Migdal Insurance & Financial Holdings's State Street SPDR Portfolio TIPS ETF position peaked at $17K in Q2 2024.
  • 221 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.