Private Ocean’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Private Ocean’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 Q4	–	Sell	-593	Closed	-$14.7K	–	542
2023 Q3	$14.7K	Sell	593 -52	-8%	-$1.32K	﹤0.01%	330
2023 Q2	$16.7K	Buy	645 +52	+9%	+$1.36K	﹤0.01%	353
2023 Q1	$15.8K	Hold	593	–	–	﹤0.01%	342
2022 Q4	$15.3K	Buy	+593	New	+$15.3K	﹤0.01%	336

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Private Ocean's SPIP Position: Q4 2023 in Review

Private Ocean sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 593 shares — an estimated $14.7K sold.

Private Ocean first reported a position in SPIP in Q4 2022 and held it in 4 quarters. The position peaked at $16.7K in Q2 2023. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

Private Ocean reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
Private Ocean sold 593 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $14.7K.
Private Ocean first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 4 quarters.
Private Ocean's State Street SPDR Portfolio TIPS ETF position peaked at $16.7K in Q2 2023.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Private Ocean's 13F filing for Q4 2023, filed 23 Jan 2024.