AWM
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Accurate Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Accurate Wealth Management’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
Q1 		– Sell
-72
Closed -$1.88K – 1257
2022
Q4 		$1.88K Buy
+72
New +$1.86K ﹤0.01% 1218

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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

Accurate Wealth Management's SPIP Position: Q1 2023 in Review

Accurate Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2023, closing a stake of 72 shares — an estimated $1.88K sold.

Accurate Wealth Management first reported a position in SPIP in Q4 2022 and held it in 1 quarter. The position peaked at $1.88K in Q4 2022. 246 funds tracked by Wall St. Rank hold SPIP as of Q1 2023.

  • Accurate Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 72 State Street SPDR Portfolio TIPS ETF shares in Q1 2023, an estimated $1.88K.
  • Accurate Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $1.88K in Q4 2022.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.