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Stonehearth Capital Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Stonehearth Capital Management’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 		– Sell
-14,830
Closed -$406K – 76
2022
Q2 		$406K Sell
14,830
-3,132
-17% -$90K 0.23% 40
2022
Q1 		$544K Sell
17,962
-2,171
-11% -$66.4K 0.28% 37
2021
Q4 		$634K Sell
20,133
-371
-2% -$11.7K 0.33% 34
2021
Q3 		$638K Sell
20,504
-315
-2% -$9.89K 0.33% 34
2021
Q2 		$648K Sell
20,819
-351
-2% -$10.8K 0.32% 35
2021
Q1 		$647K Sell
21,170
-535
-2% -$16.5K 0.35% 33
2020
Q4 		$677K Sell
21,705
-472
-2% -$14.5K 0.38% 33
2020
Q3 		$685K Sell
22,177
-695
-3% -$21.4K 0.45% 33
2020
Q2 		$700K Buy
22,872
+1,063
+5% +$31.6K 0.47% 33
2020
Q1 		$633K Buy
21,809
+873
+4% +$25.2K 0.52% 31
2019
Q4 		$598K Sell
20,936
-120
-0.6% -$3.42K 0.4% 33
2019
Q3 		$601K Buy
+21,056
New +$599K 0.44% 30

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Stonehearth Capital Management's SPIP Position: Q3 2022 in Review

Stonehearth Capital Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2022, closing a stake of 14,830 shares — an estimated $406K sold.

Stonehearth Capital Management first reported a position in SPIP in Q3 2019 and held it in 12 quarters. The position peaked at $700K in Q2 2020. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

  • Stonehearth Capital Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Stonehearth Capital Management sold 14,830 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $406K.
  • Stonehearth Capital Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and held it in 12 quarters.
  • Stonehearth Capital Management's State Street SPDR Portfolio TIPS ETF position peaked at $700K in Q2 2020.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on Stonehearth Capital Management's 13F filing for Q3 2022, filed 5 Oct 2022.