Sterling Manor Financial’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Sterling Manor Financial’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	-43,946	Closed	-$1.17M	–	55
2023 Q1	$1.17M	Buy	43,946 +1,665	+4%	+$43.6K	1.14%	19
2022 Q4	$1.09M	Buy	42,281 +537	+1%	+$13.9K	1.21%	14
2022 Q3	$1.06M	Buy	41,744 +8,178	+24%	+$224K	1.31%	14
2022 Q2	$924K	Sell	33,566 -10,189	-23%	-$293K	1.13%	16
2022 Q1	$1.32M	Buy	43,755 +6,545	+18%	+$200K	1.06%	23
2021 Q4	$1.17M	Buy	+37,210	New	+$1.17M	0.91%	23

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

Sterling Manor Financial's SPIP Position: Q2 2023 in Review

Sterling Manor Financial sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 43,946 shares — an estimated $1.17M sold.

Sterling Manor Financial first reported a position in SPIP in Q4 2021 and held it in 6 quarters. The position peaked at $1.32M in Q1 2022. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

Sterling Manor Financial reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
Sterling Manor Financial sold 43,946 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $1.17M.
Sterling Manor Financial first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and held it in 6 quarters.
Sterling Manor Financial's State Street SPDR Portfolio TIPS ETF position peaked at $1.32M in Q1 2022.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on Sterling Manor Financial's 13F filing for Q2 2023, filed 21 Jul 2023.