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

Prosperity Capital 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
2024 Q3	–	Sell	-55,220	Closed	-$1.4M	–	351
2024 Q2	$1.4M	Buy	55,220 +20,143	+57%	+$510K	0.16%	101
2024 Q1	$899K	Sell	35,077 -11,855	-25%	-$303K	0.11%	147
2023 Q4	$1.2M	Buy	46,932 +6,846	+17%	+$171K	0.13%	91
2023 Q3	$996K	Buy	+40,086	New	+$1.02M	0.13%	92
2023 Q1	–	Sell	-9,634	Closed	-$248K	–	210
2022 Q4	$248K	Buy	+9,634	New	+$249K	0.08%	166

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

CFS

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

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

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prosperity Capital Advisors's SPIP Position: Q3 2024 in Review

Prosperity Capital Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 55,220 shares — an estimated $1.4M sold.

Prosperity Capital Advisors first reported a position in SPIP in Q4 2022 and held it in 5 quarters. The position peaked at $1.4M in Q2 2024. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

Prosperity Capital Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
Prosperity Capital Advisors sold 55,220 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $1.4M.
Prosperity Capital Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 5 quarters.
Prosperity Capital Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $1.4M in Q2 2024.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on Prosperity Capital Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.