Raleigh Capital Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Raleigh Capital Management’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	-349	Closed	-$8.93K	–	1166
2023 Q4	$8.93K	Sell	349 -46	-12%	-$1.15K	﹤0.01%	616
2023 Q3	$9.81K	Hold	395	–	–	0.01%	528
2023 Q2	$10.2K	Buy	+395	New	+$10.3K	0.01%	480
2023 Q1	–	Sell	-990	Closed	-$25.5K	–	899
2022 Q4	$25.5K	Sell	990 -63	-6%	-$1.63K	0.01%	289
2022 Q3	$27K	Buy	1,053 +18	+2%	+$493	0.02%	271
2022 Q2	$28K	Buy	1,035 +156	+18%	+$4.48K	0.02%	277
2022 Q1	$27K	Sell	879 -70,985	-99%	-$2.17M	0.01%	280
2021 Q4	$2.26M	Buy	+71,864	New	+$2.26M	2.32%	8

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

Raleigh Capital Management's SPIP Position: Q1 2024 in Review

Raleigh Capital Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2024, closing a stake of 349 shares — an estimated $8.93K sold.

Raleigh Capital Management first reported a position in SPIP in Q4 2021 and held it in 8 quarters. The position peaked at $2.26M in Q4 2021. 238 funds tracked by Wall St. Rank hold SPIP as of Q1 2024.

Raleigh Capital Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2024 after selling out during the quarter.
Raleigh Capital Management sold 349 State Street SPDR Portfolio TIPS ETF shares in Q1 2024, an estimated $8.93K.
Raleigh Capital Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and held it in 8 quarters.
Raleigh Capital Management's State Street SPDR Portfolio TIPS ETF position peaked at $2.26M in Q4 2021.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.