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Asset Dedication LLC’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Asset Dedication LLC’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
2026
Q1 		$27 Buy
+1
New +$26 ﹤0.01% 1108
2020
Q3 		– Sell
-266
Closed -$9K – 786
2020
Q2 		$9K Hold
266
– – ﹤0.01% 477
2020
Q1 		$9K Buy
+266
New +$7.68K ﹤0.01% 471
2019
Q3 		– Sell
-332
Closed -$10K – 630
2019
Q2 		$10K Buy
332
+4
+1% +$112 ﹤0.01% 428
2019
Q1 		$10K Hold
328
– – ﹤0.01% 452
2018
Q4 		$9K Sell
328
-40
-11% -$1.07K ﹤0.01% 439
2018
Q3 		$11K Buy
368
+44
+14% +$1.21K ﹤0.01% 432
2018
Q2 		$10K Buy
324
+20
+7% +$552 ﹤0.01% 449
2018
Q1 		$9K Buy
+304
New +$8.44K ﹤0.01% 392

Other funds holding SPIP

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State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return