Pathstone Family Office’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Pathstone Family Office’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	$384K	Buy	+15,440	New	+$392K	﹤0.01%	1172

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

Pathstone Family Office's SPIP Position: Q3 2023 in Review

Pathstone Family Office opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2023: 15,440 shares worth $384K. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings.

246 funds tracked by Wall St. Rank hold SPIP as of Q3 2023.

Pathstone Family Office held 15,440 shares of State Street SPDR Portfolio TIPS ETF worth $384K as of Q3 2023.
State Street SPDR Portfolio TIPS ETF was a new Pathstone Family Office position in Q3 2023.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1172 holding.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.