SXL
SPIP icon

Summit X LLC’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Summit X LLC’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
Q4 		– Sell
-65,922
Closed -$1.68M – 261
2022
Q3 		$1.68M Buy
+65,922
New +$1.81M 0.5% 41

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit X LLC's SPIP Position: Q4 2022 in Review

Summit X LLC sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2022, closing a stake of 65,922 shares — an estimated $1.68M sold.

Summit X LLC first reported a position in SPIP in Q3 2022 and held it in 1 quarter. The position peaked at $1.68M in Q3 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

  • Summit X LLC reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Summit X LLC sold 65,922 State Street SPDR Portfolio TIPS ETF shares in Q4 2022, an estimated $1.68M.
  • Summit X LLC first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and held it in 1 quarter.
  • Summit X LLC's State Street SPDR Portfolio TIPS ETF position peaked at $1.68M in Q3 2022.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on Summit X LLC's 13F filing for Q4 2022, filed 3 Feb 2023.