Strategic Blueprint’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Strategic Blueprint’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	-7,587	Closed	-$209K	–	532
2022 Q2	$209K	Buy	+7,587	New	+$218K	0.03%	463
2021 Q3	–	Sell	-3,723	Closed	-$116K	–	1183
2021 Q2	$116K	Buy	+3,723	New	+$115K	0.02%	478
2019 Q4	–	Sell	-488	Closed	-$14K	–	369
2019 Q3	$14K	Buy	+488	New	+$13.9K	0.01%	266

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 $21.3B AUM 22.13% 1-Year Est. Return

Strategic Blueprint's SPIP Position: Q3 2022 in Review

Strategic Blueprint sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2022, closing a stake of 7,587 shares — an estimated $209K sold.

Strategic Blueprint first reported a position in SPIP in Q3 2019 and held it in 3 quarters. The position peaked at $209K in Q2 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

Strategic Blueprint reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2022 after selling out during the quarter.
Strategic Blueprint sold 7,587 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $209K.
Strategic Blueprint first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and held it in 3 quarters.
Strategic Blueprint's State Street SPDR Portfolio TIPS ETF position peaked at $209K in Q2 2022.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on Strategic Blueprint's 13F filing for Q3 2022, filed 8 Nov 2022.