Mutual Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Mutual Advisors’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 Q3	–	Sell	-16,662	Closed	-$431K	–	1041
2023 Q2	$431K	Sell	16,662 -2,850	-15%	-$74.5K	0.02%	687
2023 Q1	$520K	Sell	19,512 -1,699	-8%	-$44.5K	0.02%	605
2022 Q4	$546K	Sell	21,211 -2,340	-10%	-$60.4K	0.02%	560
2022 Q3	$597K	Sell	23,551 -968	-4%	-$26.5K	0.03%	514
2022 Q2	$675K	Buy	24,519 +11,217	+84%	+$322K	0.04%	448
2022 Q1	$403K	Buy	+13,302	New	+$407K	0.02%	634

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 New York $70.8B AUM 21.68% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Mutual Advisors's SPIP Position: Q3 2023 in Review

Mutual Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2023, closing a stake of 16,662 shares — an estimated $431K sold.

Mutual Advisors first reported a position in SPIP in Q1 2022 and held it in 6 quarters. The position peaked at $675K in Q2 2022. 246 funds tracked by Wall St. Rank hold SPIP as of Q3 2023.

Mutual Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2023 after selling out during the quarter.
Mutual Advisors sold 16,662 State Street SPDR Portfolio TIPS ETF shares in Q3 2023, an estimated $431K.
Mutual Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and held it in 6 quarters.
Mutual Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $675K in Q2 2022.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.