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

Ameliora 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
2024 Q3	–	Sell	-6,126	Closed	-$156K	–	189
2024 Q2	$156K	Sell	6,126 -1,654	-21%	-$41.9K	0.07%	92
2024 Q1	$199K	Sell	7,780 -969	-11%	-$24.8K	0.09%	89
2023 Q4	$224K	Hold	8,749	–	–	0.11%	73
2023 Q3	$217K	Sell	8,749 -4,232	-33%	-$107K	0.13%	77
2023 Q2	$335K	Sell	12,981 -47,021	-78%	-$1.23M	0.21%	66
2023 Q1	$1.6M	Sell	60,002 -266,798	-82%	-$6.98M	0.93%	37
2022 Q4	$8.42M	Sell	326,800 -18,799	-5%	-$485K	4.5%	5
2022 Q3	$8.82M	Buy	+345,599	New	+$9.46M	4.78%	2

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameliora Wealth Management's SPIP Position: Q3 2024 in Review

Ameliora Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 6,126 shares — an estimated $156K sold.

Ameliora Wealth Management first reported a position in SPIP in Q3 2022 and held it in 8 quarters. The position peaked at $8.82M in Q3 2022. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

Ameliora Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
Ameliora Wealth Management sold 6,126 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $156K.
Ameliora Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and held it in 8 quarters.
Ameliora Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $8.82M in Q3 2022.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on Ameliora Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.