Renaissance Technologies’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Renaissance Technologies’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	-96,100	Closed	-$2.46M	–	4051
2023 Q4	$2.46M	Buy	+96,100	New	+$2.4M	﹤0.01%	1825
2023 Q2	–	Sell	-25,000	Closed	-$667K	–	4246
2023 Q1	$667K	Buy	25,000 +10,700	+75%	+$280K	﹤0.01%	2716
2022 Q4	$368K	Sell	14,300 -45,800	-76%	-$1.18M	﹤0.01%	3124
2022 Q3	$1.52M	Buy	60,100 +34,800	+138%	+$953K	﹤0.01%	2224
2022 Q2	$696K	Buy	+25,300	New	+$727K	﹤0.01%	2948
2022 Q1	–	Sell	-175,100	Closed	-$5.52M	–	4440
2021 Q4	$5.52M	Sell	175,100 -56,700	-24%	-$1.78M	0.01%	1471
2021 Q3	$7.21M	Sell	231,800 -48,900	-17%	-$1.54M	0.01%	1238
2021 Q2	$8.74M	Buy	280,700 +134,500	+92%	+$4.15M	0.01%	1276
2021 Q1	$4.47M	Sell	146,200 -9,300	-6%	-$287K	0.01%	1716
2020 Q4	$4.85M	Buy	155,500 +106,453	+217%	+$3.27M	0.01%	1606
2020 Q3	$1.51M	Buy	49,047 +33,647	+218%	+$1.03M	﹤0.01%	2284
2020 Q2	$464K	Buy	+15,400	New	+$458K	﹤0.01%	2909

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

Renaissance Technologies's SPIP Position: Q1 2024 in Review

Renaissance Technologies sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2024, closing a stake of 96,100 shares — an estimated $2.46M sold.

Renaissance Technologies first reported a position in SPIP in Q2 2020 and held it in 12 quarters. The position peaked at $8.74M in Q2 2021. 238 funds tracked by Wall St. Rank hold SPIP as of Q1 2024.

Renaissance Technologies reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2024 after selling out during the quarter.
Renaissance Technologies sold 96,100 State Street SPDR Portfolio TIPS ETF shares in Q1 2024, an estimated $2.46M.
Renaissance Technologies first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2020 and held it in 12 quarters.
Renaissance Technologies's State Street SPDR Portfolio TIPS ETF position peaked at $8.74M in Q2 2021.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.