QCIG
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Quad-Cities Investment Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Quad-Cities Investment Group’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
-15,880
Closed -$394K – 185
2023
Q3 		$394K Sell
15,880
-11,066
-41% -$281K 0.26% 93
2023
Q2 		$696K Sell
26,946
-6,152
-19% -$161K 0.45% 53
2023
Q1 		$883K Sell
33,098
-137
-0.4% -$3.59K 0.61% 42
2022
Q4 		$856K Sell
33,235
-28,537
-46% -$736K 0.63% 40
2022
Q3 		$1.57M Sell
61,772
-28,882
-32% -$791K 1.22% 18
2022
Q2 		$2.5M Sell
90,654
-16,242
-15% -$467K 1.85% 10
2022
Q1 		$3.23M Buy
106,896
+10,649
+11% +$326K 2.07% 8
2021
Q4 		$3.03M Buy
96,247
+2,274
+2% +$71.4K 1.89% 7
2021
Q3 		$2.92M Buy
93,973
+10,515
+13% +$330K 2.04% 5
2021
Q2 		$2.6M Buy
83,458
+24,346
+41% +$752K 1.77% 7
2021
Q1 		$1.81M Buy
59,112
+19,477
+49% +$600K 1.37% 15
2020
Q4 		$1.24M Buy
+39,635
New +$1.22M 1.02% 23

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

Quad-Cities Investment Group's SPIP Position: Q4 2023 in Review

Quad-Cities Investment Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 15,880 shares — an estimated $394K sold.

Quad-Cities Investment Group first reported a position in SPIP in Q4 2020 and held it in 12 quarters. The position peaked at $3.23M in Q1 2022. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

  • Quad-Cities Investment Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Quad-Cities Investment Group sold 15,880 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $394K.
  • Quad-Cities Investment Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 12 quarters.
  • Quad-Cities Investment Group's State Street SPDR Portfolio TIPS ETF position peaked at $3.23M in Q1 2022.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Quad-Cities Investment Group's 13F filing for Q4 2023, filed 10 Jan 2024.