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Westover Capital Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Westover Capital 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
Q4 		– Sell
-159,603
Closed -$4.05M – 161
2022
Q3 		$4.05M Buy
159,603
+966
+0.6% +$26.4K 1.55% 15
2022
Q2 		$4.37M Buy
158,637
+4,169
+3% +$120K 1.61% 15
2022
Q1 		$4.67M Buy
154,468
+5,840
+4% +$179K 1.46% 16
2021
Q4 		$4.68M Buy
148,628
+20,590
+16% +$647K 1.36% 22
2021
Q3 		$3.98M Buy
128,038
+1,844
+1% +$57.9K 1.25% 25
2021
Q2 		$3.93M Buy
126,194
+1,500
+1% +$46.3K 1.26% 25
2021
Q1 		$3.81M Buy
124,694
+7,885
+7% +$243K 1.31% 27
2020
Q4 		$3.64M Buy
116,809
+4,454
+4% +$137K 1.31% 27
2020
Q3 		$3.47M Buy
112,355
+2,199
+2% +$67.6K 1.42% 25
2020
Q2 		$3.32M Buy
110,156
+1,313
+1% +$39.1K 1.56% 24
2020
Q1 		$3.16M Sell
108,843
-2,581
-2% -$74.5K 1.71% 18
2019
Q4 		$3.18M Buy
111,424
+8,035
+8% +$229K 1.42% 21
2019
Q3 		$2.95M Buy
103,389
+8,175
+9% +$233K 1.39% 25
2019
Q2 		$2.69M Buy
95,214
+8,622
+10% +$240K 1.33% 29
2019
Q1 		$2.41M Buy
86,592
+31,420
+57% +$858K 1.25% 29
2018
Q4 		$1.49M Buy
55,172
+916
+2% +$24.6K 0.93% 39
2018
Q3 		$1.48M Buy
54,256
+10,560
+24% +$290K 0.75% 45
2018
Q2 		$1.21M Buy
43,696
+1,254
+3% +$34.6K 0.65% 50
2018
Q1 		$1.18M Buy
42,442
+6,536
+18% +$181K 0.64% 51
2017
Q4 		$1.01M Buy
+35,906
New +$1.01M 0.55% 58

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Westover Capital Advisors's SPIP Position: Q4 2022 in Review

Westover Capital Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2022, closing a stake of 159,603 shares — an estimated $4.05M sold.

Westover Capital Advisors first reported a position in SPIP in Q4 2017 and held it in 20 quarters. The position peaked at $4.68M in Q4 2021. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

  • Westover Capital Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Westover Capital Advisors sold 159,603 State Street SPDR Portfolio TIPS ETF shares in Q4 2022, an estimated $4.05M.
  • Westover Capital Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and held it in 20 quarters.
  • Westover Capital Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $4.68M in Q4 2021.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on Westover Capital Advisors's 13F filing for Q4 2022, filed 18 May 2023.