TCG
SPIP icon

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

Transcendent 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
2025
Q1 		– Sell
-3,155
Closed -$79.9K – 365
2024
Q4 		$79.9K Buy
3,155
+750
+31% +$19.3K 0.04% 150
2024
Q3 		$63.2K Buy
2,405
+2
+0.1% +$52 0.03% 188
2024
Q2 		$61.1K Buy
2,403
+5
+0.2% +$127 0.04% 171
2024
Q1 		$61.4K Hold
2,398
– – 0.04% 171
2023
Q4 		$61.3K Buy
+2,398
New +$60K 0.04% 131

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transcendent Capital Group's SPIP Position: Q1 2025 in Review

Transcendent Capital Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2025, closing a stake of 3,155 shares — an estimated $79.9K sold.

Transcendent Capital Group first reported a position in SPIP in Q4 2023 and held it in 5 quarters. The position peaked at $79.9K in Q4 2024. 218 funds tracked by Wall St. Rank hold SPIP as of Q1 2025.

  • Transcendent Capital Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 3,155 State Street SPDR Portfolio TIPS ETF shares in Q1 2025, an estimated $79.9K.
  • Transcendent Capital Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's State Street SPDR Portfolio TIPS ETF position peaked at $79.9K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.