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

Spearhead 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
2022 Q3	$344K	Sell	13,575 -62,461	-82%	-$1.71M	0.37%	77
2022 Q2	$2.09M	Hold	76,036	–	–	0.31%	55
2022 Q1	$2.3M	Buy	76,036 +17,261	+29%	+$528K	0.28%	57
2021 Q4	$1.85M	Buy	58,775 +7,767	+15%	+$244K	0.22%	60
2021 Q3	$1.59M	Buy	+51,008	New	+$1.6M	0.21%	56

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Spearhead Capital Advisors's SPIP Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 82% in Q3 2022, selling an estimated $1.71M and leaving 13,575 shares worth $344K. The position accounts for 0.37% of the portfolio, ranked #77.

Spearhead Capital Advisors first reported a position in SPIP in Q3 2021 and has held it in 5 quarters since. The position peaked at $2.3M in Q1 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

Spearhead Capital Advisors held 13,575 shares of State Street SPDR Portfolio TIPS ETF worth $344K as of Q3 2022.
Spearhead Capital Advisors sold 62,461 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $1.71M.
State Street SPDR Portfolio TIPS ETF made up 0.37% of Spearhead Capital Advisors's portfolio in Q3 2022, its #77 holding.
Spearhead Capital Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2021 and has held it in 5 quarters since.
Spearhead Capital Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $2.3M in Q1 2022.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.