Retirement Capital Strategies’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Retirement Capital Strategies’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
2022 Q2	–	Sell	-11,459	Closed	-$337K	–	69
2022 Q1	$337K	Sell	11,459 -366,454	-97%	-$11.2M	0.14%	45
2021 Q4	$11.9M	Buy	377,913 +1,957	+0.5%	+$61.5K	4.37%	9
2021 Q3	$11.7M	Sell	375,956 -24,381	-6%	-$766K	4.49%	9
2021 Q2	$12.5M	Buy	+400,337	New	+$12.4M	4.75%	5

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Retirement Capital Strategies's SPIP Position: Q2 2022 in Review

Retirement Capital Strategies sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2022, closing a stake of 11,459 shares — an estimated $337K sold.

Retirement Capital Strategies first reported a position in SPIP in Q2 2021 and held it in 4 quarters. The position peaked at $12.5M in Q2 2021. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

Retirement Capital Strategies reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2022 after selling out during the quarter.
Retirement Capital Strategies sold 11,459 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $337K.
Retirement Capital Strategies first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and held it in 4 quarters.
Retirement Capital Strategies's State Street SPDR Portfolio TIPS ETF position peaked at $12.5M in Q2 2021.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on Retirement Capital Strategies's 13F filing for Q2 2022, filed 29 Jul 2022.