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Moors & Cabot’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Moors & Cabot’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
Q2 		– Sell
-8,297
Closed -$221K – 909
2023
Q1 		$221K Buy
+8,297
New +$217K 0.02% 720
2022
Q4 		– Sell
-8,278
Closed -$210K – 888
2022
Q3 		$210K Sell
8,278
-46
-0.6% -$1.26K 0.02% 690
2022
Q2 		$229K Buy
8,324
+408
+5% +$11.7K 0.02% 659
2022
Q1 		$240K Buy
+7,916
New +$242K 0.01% 719

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Moors & Cabot's SPIP Position: Q2 2023 in Review

Moors & Cabot sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 8,297 shares — an estimated $221K sold.

Moors & Cabot first reported a position in SPIP in Q1 2022 and held it in 4 quarters. The position peaked at $240K in Q1 2022. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

  • Moors & Cabot reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Moors & Cabot sold 8,297 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $221K.
  • Moors & Cabot first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and held it in 4 quarters.
  • Moors & Cabot's State Street SPDR Portfolio TIPS ETF position peaked at $240K in Q1 2022.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on Moors & Cabot's 13F filing for Q2 2023, filed 10 Aug 2023.