Prudential Financial
SPIP icon

Prudential Financial’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Prudential Financial’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
Q2 		– Sell
-11,027
Closed -$283K – 2780
2024
Q1 		$283K Buy
11,027
+1,746
+19% +$44.7K ﹤0.01% 2359
2023
Q4 		$237K Sell
9,281
-23,928
-72% -$599K ﹤0.01% 2392
2023
Q3 		$825K Sell
33,209
-1,877
-5% -$47.6K ﹤0.01% 1850
2023
Q2 		$907K Sell
35,086
-15,312
-30% -$400K ﹤0.01% 1849
2023
Q1 		$1.34M Sell
50,398
-36,763
-42% -$962K ﹤0.01% 1578
2022
Q4 		$2.25M Sell
87,161
-54,762
-39% -$1.41M ﹤0.01% 1252
2022
Q3 		$3.62M Sell
141,923
-19,900
-12% -$545K 0.01% 993
2022
Q2 		$4.46M Sell
161,823
-10,977
-6% -$315K 0.01% 950
2022
Q1 		$5.23M Buy
172,800
+96,492
+126% +$2.95M 0.01% 962
2021
Q4 		$2.4M Buy
76,308
+10,242
+16% +$322K ﹤0.01% 1426
2021
Q3 		$2.07M Buy
66,066
+18,282
+38% +$574K ﹤0.01% 1449
2021
Q2 		$1.49M Buy
47,784
+23,824
+99% +$736K ﹤0.01% 1630
2021
Q1 		$732K Buy
23,960
+10,146
+73% +$313K ﹤0.01% 1981
2020
Q4 		$431K Buy
13,814
+732
+6% +$22.5K ﹤0.01% 2116
2020
Q3 		$404K Buy
13,082
+484
+4% +$14.9K ﹤0.01% 2042
2020
Q2 		$380K Buy
12,598
+1,916
+18% +$57K ﹤0.01% 2026
2020
Q1 		$310K Buy
+10,682
New +$308K ﹤0.01% 2053

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential Financial's SPIP Position: Q2 2024 in Review

Prudential Financial sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2024, closing a stake of 11,027 shares — an estimated $283K sold.

Prudential Financial first reported a position in SPIP in Q1 2020 and held it in 17 quarters. The position peaked at $5.23M in Q1 2022. 225 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

  • Prudential Financial reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Prudential Financial sold 11,027 State Street SPDR Portfolio TIPS ETF shares in Q2 2024, an estimated $283K.
  • Prudential Financial first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2020 and held it in 17 quarters.
  • Prudential Financial's State Street SPDR Portfolio TIPS ETF position peaked at $5.23M in Q1 2022.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on Prudential Financial's 13F filing for Q2 2024, filed 13 Aug 2024.