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

Adams 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
-8,009
Closed -$206K – 113
2022
Q4 		$206K Sell
8,009
-4,937
-38% -$127K 0.07% 89
2022
Q3 		$328K Buy
+12,946
New +$354K 0.12% 73

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

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

Adams Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2023, closing a stake of 8,009 shares — an estimated $206K sold.

Adams Wealth Management first reported a position in SPIP in Q3 2022 and held it in 2 quarters. The position peaked at $328K in Q3 2022. 246 funds tracked by Wall St. Rank hold SPIP as of Q1 2023.

  • Adams Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Adams Wealth Management sold 8,009 State Street SPDR Portfolio TIPS ETF shares in Q1 2023, an estimated $206K.
  • Adams Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and held it in 2 quarters.
  • Adams Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $328K in Q3 2022.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2023.

Based on Adams Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.