SIC
SPIP icon

Samalin Investment Counsel’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Samalin Investment Counsel’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
Q2 		– Sell
-9,009
Closed -$240K – 290
2023
Q1 		$240K Sell
9,009
-7,730
-46% -$202K 0.14% 199
2022
Q4 		$431K Sell
16,739
-501
-3% -$12.9K 0.27% 114
2022
Q3 		$437K Sell
17,240
-92
-0.5% -$2.52K 0.32% 94
2022
Q2 		$477K Buy
17,332
+2,531
+17% +$72.7K 0.34% 89
2022
Q1 		$448K Buy
14,801
+1,547
+12% +$47.3K 0.27% 111
2021
Q4 		$418K Buy
13,254
+390
+3% +$12.3K 0.25% 122
2021
Q3 		$400K Buy
12,864
+535
+4% +$16.8K 0.26% 125
2021
Q2 		$384K Sell
12,329
-1,141
-8% -$35.2K 0.25% 139
2021
Q1 		$411K Buy
13,470
+1,392
+12% +$42.9K 0.28% 117
2020
Q4 		$376K Buy
12,078
+2,371
+24% +$72.9K 0.28% 113
2020
Q3 		$300K Buy
9,707
+448
+5% +$13.8K 0.27% 123
2020
Q2 		$279K Sell
9,259
-1,821
-16% -$54.2K 0.29% 112
2020
Q1 		$321K Sell
11,080
-1,519
-12% -$43.9K 0.43% 73
2019
Q4 		$359K Buy
+12,599
New +$359K 0.3% 93

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Samalin Investment Counsel's SPIP Position: Q2 2023 in Review

Samalin Investment Counsel sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 9,009 shares — an estimated $240K sold.

Samalin Investment Counsel first reported a position in SPIP in Q4 2019 and held it in 14 quarters. The position peaked at $477K in Q2 2022. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

  • Samalin Investment Counsel reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Samalin Investment Counsel sold 9,009 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $240K.
  • Samalin Investment Counsel first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 14 quarters.
  • Samalin Investment Counsel's State Street SPDR Portfolio TIPS ETF position peaked at $477K in Q2 2022.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on Samalin Investment Counsel's 13F filing for Q2 2023, filed 3 Aug 2023.