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BIP Wealth, LLC → SSB

BIP Wealth, LLC SSB Position History

SouthState Bank Corporation • Financial Services

Quarters held
5
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3M
Q4 2025$2.9M
Q1 2026$2.9M
Q2 2026$3.1M
Q3 2026$3.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.1M30.8K——
Q2 2026$3.1M31.5K——
Q1 2026$2.9M31.3K——
Q4 2025$2.9M30.6K——
Q3 2025$3M30.6K——

Other funds holding SSB

Other BIP Wealth, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$395.8M
SPY

STATE STR SPDR S&P 500 ETF T

$375.9M
SPY

SPDR S&P 500 ETF TR

$354M
SPY

SPDR S&P 500 ETF

$329.2M
SPY

STATE STR SPDR S&P 500 ETF T

$319.4M
BTCW

WISDOMTREE TR

$284.1M
BTCW

WISDOMTREE TR

$278M
BTCW

WISDOMTREE TR

$267M