Veritable’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Veritable’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
2023 Q3	–	Sell	-26,440	Closed	-$683K	–	686
2023 Q2	$683K	Hold	26,440	–	–	0.01%	467
2023 Q1	$705K	Sell	26,440 -42,850	-62%	-$1.12M	0.01%	450
2022 Q4	$1.78M	Sell	69,290 -58,660	-46%	-$1.51M	0.03%	253
2022 Q3	$3.25M	Sell	127,950 -68,950	-35%	-$1.89M	0.06%	157
2022 Q2	$5.42M	Sell	196,900 -10,410	-5%	-$299K	0.1%	114
2022 Q1	$6.27M	Hold	207,310	–	–	0.1%	117
2021 Q4	$6.53M	Sell	207,310 -160	-0.1%	-$5.03K	0.1%	113
2021 Q3	$6.45M	Buy	207,470 +540	+0.3%	+$17K	0.1%	105
2021 Q2	$6.44M	Sell	206,930 -69,135	-25%	-$2.14M	0.1%	103
2021 Q1	$8.43M	Sell	276,065 -18,445	-6%	-$568K	0.14%	79
2020 Q4	$9.18M	Sell	294,510 -64,155	-18%	-$1.97M	0.17%	74
2020 Q3	$11.1M	Buy	358,665 +342,665	+2,142%	+$10.5M	0.22%	59
2020 Q2	$482K	Hold	16,000	–	–	0.01%	476
2020 Q1	$465K	Hold	16,000	–	–	0.01%	466
2019 Q4	$457K	Hold	16,000	–	–	0.01%	548
2019 Q3	$456K	Hold	16,000	–	–	0.01%	535
2019 Q2	$453K	Hold	16,000	–	–	0.01%	526
2019 Q1	$445K	Hold	16,000	–	–	0.01%	531
2018 Q4	$431K	Buy	+16,000	New	+$430K	0.01%	495

Other funds holding SPIP

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Veritable's SPIP Position: Q3 2023 in Review

Veritable sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2023, closing a stake of 26,440 shares — an estimated $683K sold.

Veritable first reported a position in SPIP in Q4 2018 and held it in 19 quarters. The position peaked at $11.1M in Q3 2020. 246 funds tracked by Wall St. Rank hold SPIP as of Q3 2023.

Veritable reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 26,440 State Street SPDR Portfolio TIPS ETF shares in Q3 2023, an estimated $683K.
Veritable first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 19 quarters.
Veritable's State Street SPDR Portfolio TIPS ETF position peaked at $11.1M in Q3 2020.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.