TFS
SPIP icon

Thoroughbred Financial Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Thoroughbred Financial Services’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
Q2 		– Sell
-12,288
Closed -$314K – 647
2024
Q1 		$314K Hold
12,288
– – 0.03% 367
2023
Q4 		$314K Hold
12,288
– – 0.03% 466
2023
Q3 		$305K Hold
12,288
– – 0.03% 441
2023
Q2 		$317K Hold
12,288
– – 0.04% 325
2023
Q1 		$327K Sell
12,288
-1,926
-14% -$50.4K 0.05% 313
2022
Q4 		$366K Sell
14,214
-300
-2% -$7.74K 0.06% 275
2022
Q3 		$368K Hold
14,514
– – 0.07% 245
2022
Q2 		$399K Buy
14,514
+373
+3% +$10.7K 0.07% 241
2022
Q1 		$427K Buy
14,141
+78
+0.6% +$2.38K 0.07% 237
2021
Q4 		$443K Buy
14,063
+165
+1% +$5.18K 0.09% 211
2021
Q3 		$432K Buy
13,898
+265
+2% +$8.32K 0.11% 190
2021
Q2 		$425K Sell
13,633
-323
-2% -$9.98K 0.11% 194
2021
Q1 		$426K Buy
13,956
+8
+0.1% +$247 0.12% 178
2020
Q4 		$434K Buy
13,948
+118
+0.9% +$3.63K 0.13% 160
2020
Q3 		$426K Buy
13,830
+60
+0.4% +$1.84K 0.16% 142
2020
Q2 		$415K Buy
13,770
+93
+0.7% +$2.77K 0.17% 139
2020
Q1 		$397K Hold
13,677
– – 0.14% 157
2019
Q4 		$390K Buy
13,677
+76
+0.6% +$2.17K 0.13% 170
2019
Q3 		$388K Buy
+13,601
New +$387K 0.15% 162
2019
Q2 		– Sell
-13,330
Closed -$371K – 237
2019
Q1 		$371K Buy
+13,330
New +$364K 0.15% 152

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thoroughbred Financial Services's SPIP Position: Q2 2024 in Review

Thoroughbred Financial Services sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2024, closing a stake of 12,288 shares — an estimated $314K sold.

Thoroughbred Financial Services first reported a position in SPIP in Q1 2019 and held it in 20 quarters. The position peaked at $443K in Q4 2021. 225 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

  • Thoroughbred Financial Services reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Thoroughbred Financial Services sold 12,288 State Street SPDR Portfolio TIPS ETF shares in Q2 2024, an estimated $314K.
  • Thoroughbred Financial Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2019 and held it in 20 quarters.
  • Thoroughbred Financial Services's State Street SPDR Portfolio TIPS ETF position peaked at $443K in Q4 2021.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on Thoroughbred Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.