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 $3.91B AUM 14.77% 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 $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Running Point Capital Advisors's SPIP Position: Q4 2023 in Review

Running Point Capital Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 30 shares — an estimated $745 sold.

Running Point Capital Advisors first reported a position in SPIP in Q2 2021 and held it in 10 quarters. The position peaked at $1.54M in Q4 2021. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

Running Point Capital Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
Running Point Capital Advisors sold 30 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $745.
Running Point Capital Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and held it in 10 quarters.
Running Point Capital Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $1.54M in Q4 2021.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Running Point Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.