SIS
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Strategic Investment Solutions’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Strategic Investment Solutions’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
Q4 		– Sell
-153
Closed -$3.71K – 1181
2023
Q3 		$3.71K Buy
153
+150
+5,000% +$3.8K ﹤0.01% 688
2023
Q2 		$73 Hold
3
– – ﹤0.01% 854
2023
Q1 		$74 Buy
+3
New +$79 ﹤0.01% 997

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Strategic Investment Solutions's SPIP Position: Q4 2023 in Review

Strategic Investment Solutions sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 153 shares — an estimated $3.71K sold.

Strategic Investment Solutions first reported a position in SPIP in Q1 2023 and held it in 3 quarters. The position peaked at $3.71K in Q3 2023. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

  • Strategic Investment Solutions reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 153 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $3.71K.
  • Strategic Investment Solutions first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2023 and held it in 3 quarters.
  • Strategic Investment Solutions's State Street SPDR Portfolio TIPS ETF position peaked at $3.71K in Q3 2023.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.