UIA
SPIP icon

UBP Investment Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

UBP Investment Advisors’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
Q3 		$13.6M Sell
537,012
-99,724
-16% -$2.73M 7.01% 2
2022
Q2 		$17.5M Buy
636,736
+469,696
+281% +$13.5M 7% 3
2022
Q1 		$12.8M Sell
167,040
-426,569
-72% -$13M 4.78% 5
2021
Q4 		$18.7M Buy
593,609
+57,223
+11% +$1.8M 6.81% 2
2021
Q3 		$16.7M Buy
536,386
+18,088
+3% +$568K 6.47% 3
2021
Q2 		$16.1M Sell
518,298
-4,908
-0.9% -$152K 5.96% 3
2021
Q1 		$16M Buy
523,206
+15,481
+3% +$477K 6.53% 3
2020
Q4 		$15.8M Buy
507,725
+163,287
+47% +$5.02M 8.15% 2
2020
Q3 		$10.6M Sell
344,438
-12,474
-3% -$384K 8.2% 1
2020
Q2 		$10.8M Buy
356,912
+6,168
+2% +$184K 8.56% 1
2020
Q1 		$10.2M Sell
350,744
-13,846
-4% -$400K 9.21% 2
2019
Q4 		$10.4M Sell
364,590
-153
-0% -$4.36K 8.14% 1
2019
Q3 		$10.4M Buy
364,743
+48,203
+15% +$1.37M 8.45% 2
2019
Q2 		$8.96M Sell
316,540
-21,132
-6% -$589K 8.09% 2
2019
Q1 		$9.4M Sell
337,672
-14,288
-4% -$390K 8.81% 1
2018
Q4 		$9.48M Buy
351,960
+36,312
+12% +$976K 10.04% 1
2018
Q3 		$8.6M Sell
315,648
-27,488
-8% -$756K 8.21% 1
2018
Q2 		$9.46M Buy
343,136
+5,562
+2% +$154K 11.15% 1
2018
Q1 		$9.41M Buy
337,574
+62,270
+23% +$1.73M 10.16% 1
2017
Q4 		$7.74M Buy
+275,304
New +$7.77M 9.15% 1

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBP Investment Advisors's SPIP Position: Q3 2022 in Review

UBP Investment Advisors reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 16% in Q3 2022, selling an estimated $2.73M and leaving 537,012 shares worth $13.6M. The position accounts for 7.01% of the portfolio, ranked #2.

UBP Investment Advisors first reported a position in SPIP in Q4 2017 and has held it in 20 quarters since. The position peaked at $18.7M in Q4 2021. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

  • UBP Investment Advisors held 537,012 shares of State Street SPDR Portfolio TIPS ETF worth $13.6M as of Q3 2022.
  • UBP Investment Advisors sold 99,724 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $2.73M.
  • State Street SPDR Portfolio TIPS ETF made up 7.01% of UBP Investment Advisors's portfolio in Q3 2022, its #2 holding.
  • UBP Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and has held it in 20 quarters since.
  • UBP Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $18.7M in Q4 2021.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.