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

Strategic Capital Group’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
2014
Q2 		– Sell
-1,564
Closed -$36K – 302
2014
Q1 		$36K Buy
+1,564
New +$43.4K 0.01% 248

Other funds holding SPIP

LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Capital Group's SPIP Position: Q2 2014 in Review

Strategic Capital Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2014, closing a stake of 1,564 shares — an estimated $36K sold.

Strategic Capital Group first reported a position in SPIP in Q1 2014 and held it in 1 quarter. The position peaked at $36K in Q1 2014. 52 funds tracked by Wall St. Rank hold SPIP as of Q2 2014.

  • Strategic Capital Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2014 after selling out during the quarter.
  • Strategic Capital Group sold 1,564 State Street SPDR Portfolio TIPS ETF shares in Q2 2014, an estimated $36K.
  • Strategic Capital Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2014 and held it in 1 quarter.
  • Strategic Capital Group's State Street SPDR Portfolio TIPS ETF position peaked at $36K in Q1 2014.
  • 52 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.