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

Private Portfolio Partners’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
2024 Q1	–	Sell	-8,844	Closed	-$226K	–	282
2023 Q4	$226K	Sell	8,844 -1,907	-18%	-$47.7K	0.05%	238
2023 Q3	$267K	Sell	10,751 -2,708	-20%	-$68.7K	0.07%	212
2023 Q2	$348K	Sell	13,459 -3,451	-20%	-$90.2K	0.09%	177
2023 Q1	$451K	Sell	16,910 -18,143	-52%	-$475K	0.12%	141
2022 Q4	$903K	Sell	35,053 -9,833	-22%	-$254K	0.24%	83
2022 Q3	$1.14M	Sell	44,886 -6,107	-12%	-$167K	0.32%	72
2022 Q2	$1.4M	Sell	50,993 -1,814	-3%	-$52.1K	0.39%	59
2022 Q1	$1.6M	Buy	52,807 +8,361	+19%	+$256K	0.39%	55
2021 Q4	$1.4M	Buy	44,446 +15,028	+51%	+$472K	0.36%	62
2021 Q3	$915K	Buy	29,418 +21,305	+263%	+$669K	0.26%	87
2021 Q2	$253K	Buy	+8,113	New	+$251K	0.07%	227

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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

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

CFS

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

Private Portfolio Partners's SPIP Position: Q1 2024 in Review

Private Portfolio Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2024, closing a stake of 8,844 shares — an estimated $226K sold.

Private Portfolio Partners first reported a position in SPIP in Q2 2021 and held it in 11 quarters. The position peaked at $1.6M in Q1 2022. 238 funds tracked by Wall St. Rank hold SPIP as of Q1 2024.

Private Portfolio Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2024 after selling out during the quarter.
Private Portfolio Partners sold 8,844 State Street SPDR Portfolio TIPS ETF shares in Q1 2024, an estimated $226K.
Private Portfolio Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and held it in 11 quarters.
Private Portfolio Partners's State Street SPDR Portfolio TIPS ETF position peaked at $1.6M in Q1 2022.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2024.

Based on Private Portfolio Partners's 13F filing for Q1 2024, filed 9 May 2024.