Tallon Kerry Patrick’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Tallon Kerry Patrick’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
2024 Q4	$482K	Buy	+19,035	New	+$490K	0.46%	45

Other funds holding SPIP

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Tallon Kerry Patrick's SPIP Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2024: 19,035 shares worth $482K. The stake represents 0.46% of the portfolio and ranks #45 among its holdings.

222 funds tracked by Wall St. Rank hold SPIP as of Q4 2024.

Tallon Kerry Patrick held 19,035 shares of State Street SPDR Portfolio TIPS ETF worth $482K as of Q4 2024.
State Street SPDR Portfolio TIPS ETF was a new Tallon Kerry Patrick position in Q4 2024.
State Street SPDR Portfolio TIPS ETF made up 0.46% of Tallon Kerry Patrick's portfolio in Q4 2024, its #45 holding.
222 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.