Acorn Wealth Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Acorn Wealth 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	-14,874	Closed	-$377K	–	166
2022 Q3	$377K	Sell	14,874 -807	-5%	-$22.1K	0.31%	80
2022 Q2	$432K	Hold	15,681	–	–	0.34%	71
2022 Q1	$475K	Sell	15,681 -61	-0.4%	-$1.86K	0.33%	76
2021 Q4	$496K	Buy	15,742 +261	+2%	+$8.2K	0.31%	75
2021 Q3	$481K	Buy	15,481 +223	+1%	+$7K	0.34%	71
2021 Q2	$475K	Hold	15,258	–	–	0.33%	74
2021 Q1	$466K	Buy	15,258 +4,462	+41%	+$138K	0.33%	72
2020 Q4	$337K	Buy	+10,796	New	+$332K	0.27%	92

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorn Wealth Advisors's SPIP Position: Q4 2022 in Review

Acorn Wealth Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2022, closing a stake of 14,874 shares — an estimated $377K sold.

Acorn Wealth Advisors first reported a position in SPIP in Q4 2020 and held it in 8 quarters. The position peaked at $496K in Q4 2021. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

Acorn Wealth Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2022 after selling out during the quarter.
Acorn Wealth Advisors sold 14,874 State Street SPDR Portfolio TIPS ETF shares in Q4 2022, an estimated $377K.
Acorn Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 8 quarters.
Acorn Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $496K in Q4 2021.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on Acorn Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.