Number of Shares
814,741.00
Current Holdings Value*
$21.49 Mil
% of Portfolio
3.69%
Total Estimate Gain
$-1.89 Mil
% of Total Estimate Gain
-7.29%

Cannon Financial Strategists, Inc.'s SPDR Portfolio TIPS ETF Holding Summary

As of 2025-03-31, Cannon Financial Strategists, Inc. held 814,741.00 shares of SPDR Portfolio TIPS ETF(SPIP), totaling $21.49 Mil. This investment constitutes 3.69% of their stock portfolio, and Cannon Financial Strategists, Inc. now holds 2.13% of the outstanding SPDR Portfolio TIPS ETF(SPIP) stock.

The initial trade took place in 2019Q4. And since then Cannon Financial Strategists, Inc. has made 14 purchases of SPIP, at an average price of $28.18, for a total of 919,138.00 shares. In addition, there have been 7 sales at an average price of $27.28 for 104,397.00 shares. Based on historical transaction data and SPIP's current price of $25.98, Cannon Financial Strategists, Inc.'s estimated gain on his SPIP holdings is $-1.89 Mil, reflecting a -7.29% gain to date.

Cannon Financial Strategists, Inc. SPIP ($25.98) Holding Chart

Cannon Financial Strategists, Inc. SPIP ($25.98) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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