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Running Point Capital Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Running Point Capital Advisors’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
-30
Closed -$745 – 170
2023
Q3 		$745 Hold
30
– – ﹤0.01% 143
2023
Q2 		$775 Hold
30
– – ﹤0.01% 144
2023
Q1 		$800 Hold
30
– – ﹤0.01% 142
2022
Q4 		$773 Sell
30
-13,586
-100% -$350K ﹤0.01% 205
2022
Q3 		$345K Hold
13,616
– – 0.23% 60
2022
Q2 		$375K Sell
13,616
-17,219
-56% -$495K 0.24% 57
2022
Q1 		$933K Sell
30,835
-17,934
-37% -$548K 0.55% 31
2021
Q4 		$1.54M Buy
48,769
+47,599
+4,068% +$1.5M 0.92% 21
2021
Q3 		$36K Buy
1,170
+270
+30% +$8.48K 0.02% 134
2021
Q2 		$28K Buy
+900
New +$27.8K 0.01% 129

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 $376B 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 $70.5B 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