Muhlenkamp & Co’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Muhlenkamp & Co’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	-7,797	Closed	-$236K	–	33
2022 Q1	$236K	Buy	+7,797	New	+$238K	0.08%	36

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

Muhlenkamp & Co's SPIP Position: Q2 2022 in Review

Muhlenkamp & Co sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2022, closing a stake of 7,797 shares — an estimated $236K sold.

Muhlenkamp & Co first reported a position in SPIP in Q1 2022 and held it in 1 quarter. The position peaked at $236K in Q1 2022. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

Muhlenkamp & Co reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2022 after selling out during the quarter.
Muhlenkamp & Co sold 7,797 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $236K.
Muhlenkamp & Co first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and held it in 1 quarter.
Muhlenkamp & Co's State Street SPDR Portfolio TIPS ETF position peaked at $236K in Q1 2022.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on Muhlenkamp & Co's 13F filing for Q2 2022, filed 18 Jul 2022.