SS
SPIP icon

Simplicity Solutions’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Simplicity Solutions’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
-8,610
Closed -$214K – 1098
2023
Q3 		$214K Buy
+8,610
New +$218K 0.01% 885
2023
Q2 		– Sell
-42,092
Closed -$1.12M – 1210
2023
Q1 		$1.12M Buy
42,092
+13,823
+49% +$362K 0.03% 450
2022
Q4 		$728K Sell
28,269
-5,300
-16% -$137K 0.1% 256
2022
Q3 		$851K Sell
33,569
-12,544
-27% -$343K 0.12% 204
2022
Q2 		$1.27M Sell
46,113
-1,440
-3% -$41.4K 0.16% 150
2022
Q1 		$1.44M Sell
47,553
-5,383
-10% -$165K 0.18% 129
2021
Q4 		$1.67M Sell
52,936
-105,484
-67% -$3.31M 0.19% 143
2021
Q3 		$4.93M Buy
158,420
+72,380
+84% +$2.27M 0.76% 22
2021
Q2 		$2.68M Sell
86,040
-45,588
-35% -$1.41M 0.53% 33
2021
Q1 		$4.02M Sell
131,628
-2,988
-2% -$92.1K 0.89% 22
2020
Q4 		$4.2M Buy
134,616
+13,110
+11% +$403K 0.06% 258
2020
Q3 		$3.75M Buy
121,506
+21,903
+22% +$673K 0.07% 232
2020
Q2 		$3M Buy
99,603
+11,850
+14% +$353K 0.06% 240
2020
Q1 		$2.55M Buy
87,753
+4,688
+6% +$135K 0.08% 191
2019
Q4 		$2.37M Buy
83,065
+16,319
+24% +$465K 0.07% 218
2019
Q3 		$1.9M Buy
66,746
+2,182
+3% +$62.1K 0.08% 192
2019
Q2 		$1.83M Buy
64,564
+54,388
+534% +$1.52M 0.08% 168
2019
Q1 		$283K Sell
10,176
-18,222
-64% -$498K 0.02% 554
2018
Q4 		$765K Buy
+28,398
New +$763K 0.1% 229
2018
Q3 		– Sell
-18,558
Closed -$515K – 610
2018
Q2 		$515K Buy
+18,558
New +$512K 0.04% 248

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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplicity Solutions's SPIP Position: Q4 2023 in Review

Simplicity Solutions sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 8,610 shares — an estimated $214K sold.

Simplicity Solutions first reported a position in SPIP in Q2 2018 and held it in 20 quarters. The position peaked at $4.93M in Q3 2021. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

  • Simplicity Solutions reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Simplicity Solutions sold 8,610 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $214K.
  • Simplicity Solutions first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2018 and held it in 20 quarters.
  • Simplicity Solutions's State Street SPDR Portfolio TIPS ETF position peaked at $4.93M in Q3 2021.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.