Arkfeld Wealth Strategies’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Arkfeld Wealth Strategies’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 Q1	–	Sell	-7,500	Closed	-$231K	–	79
2021 Q4	$231K	Hold	7,500	–	–	0.14%	70
2021 Q3	$233K	Hold	7,500	–	–	0.14%	73
2021 Q2	$235K	Hold	7,500	–	–	0.14%	71
2021 Q1	$229K	Buy	+7,500	New	+$231K	0.15%	71

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arkfeld Wealth Strategies's SPIP Position: Q1 2022 in Review

Arkfeld Wealth Strategies sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2022, closing a stake of 7,500 shares — an estimated $231K sold.

Arkfeld Wealth Strategies first reported a position in SPIP in Q1 2021 and held it in 4 quarters. The position peaked at $235K in Q2 2021. 294 funds tracked by Wall St. Rank hold SPIP as of Q1 2022.

Arkfeld Wealth Strategies reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2022 after selling out during the quarter.
Arkfeld Wealth Strategies sold 7,500 State Street SPDR Portfolio TIPS ETF shares in Q1 2022, an estimated $231K.
Arkfeld Wealth Strategies first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and held it in 4 quarters.
Arkfeld Wealth Strategies's State Street SPDR Portfolio TIPS ETF position peaked at $235K in Q2 2021.
294 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2022.

Based on Arkfeld Wealth Strategies's 13F filing for Q1 2022, filed 4 May 2022.