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

Avaii 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
Q2 		– Sell
-17,878
Closed -$477K – 148
2023
Q1 		$477K Sell
17,878
-6,707
-27% -$176K 0.42% 54
2022
Q4 		$633K Buy
24,585
+7,225
+42% +$186K 0.57% 40
2022
Q3 		$440K Sell
17,360
-520
-3% -$14.2K 0.46% 49
2022
Q2 		$492K Buy
+17,880
New +$514K 0.53% 31

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Avaii Wealth Management's SPIP Position: Q2 2023 in Review

Avaii Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 17,878 shares — an estimated $477K sold.

Avaii Wealth Management first reported a position in SPIP in Q2 2022 and held it in 4 quarters. The position peaked at $633K in Q4 2022. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

  • Avaii Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Avaii Wealth Management sold 17,878 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $477K.
  • Avaii Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and held it in 4 quarters.
  • Avaii Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $633K in Q4 2022.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on Avaii Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.