Atria Wealth Solutions’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-8,397	Closed	-$215K	–	2056
2023 Q4	$215K	Sell	8,397 -26,666	-76%	-$667K	﹤0.01%	1731
2023 Q3	$871K	Sell	35,063 -11,224	-24%	-$285K	0.01%	881
2023 Q2	$1.2M	Sell	46,287 -16,803	-27%	-$439K	0.02%	764
2023 Q1	$1.68M	Buy	63,090 +7,419	+13%	+$194K	0.02%	598
2022 Q4	$1.43M	Sell	55,671 -43,402	-44%	-$1.12M	0.02%	617
2022 Q3	$2.51M	Buy	99,073 +19,550	+25%	+$535K	0.04%	401
2022 Q2	$2.19M	Buy	79,523 +43,330	+120%	+$1.24M	0.04%	412
2022 Q1	$1.09M	Buy	+36,193	New	+$1.11M	0.02%	696

Other funds holding SPIP

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Atria Wealth Solutions's SPIP Position: Q1 2024 in Review

Atria Wealth Solutions sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2024, closing a stake of 8,397 shares — an estimated $215K sold.

Atria Wealth Solutions first reported a position in SPIP in Q1 2022 and held it in 8 quarters. The position peaked at $2.51M in Q3 2022. 239 funds tracked by Wall St. Rank hold SPIP as of Q1 2024.

Atria Wealth Solutions reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2024 after selling out during the quarter.
Atria Wealth Solutions sold 8,397 State Street SPDR Portfolio TIPS ETF shares in Q1 2024, an estimated $215K.
Atria Wealth Solutions first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and held it in 8 quarters.
Atria Wealth Solutions's State Street SPDR Portfolio TIPS ETF position peaked at $2.51M in Q3 2022.
239 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.