AWM
SPIP icon

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

Avior 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
-159
Closed -$4.04K – 2404
2024
Q2 		$4.04K Sell
159
-1,467
-90% -$37.1K ﹤0.01% 1784
2024
Q1 		$41.7K Buy
1,626
+1,438
+765% +$36.8K ﹤0.01% 1303
2023
Q4 		$4.81K Hold
188
– – ﹤0.01% 1153
2023
Q3 		$4.67K Hold
188
– – ﹤0.01% 1206
2023
Q2 		$4.86K Hold
188
– – ﹤0.01% 1177
2023
Q1 		$5.01K Sell
188
-3,945
-95% -$103K ﹤0.01% 1198
2022
Q4 		$106K Sell
4,133
-1,079
-21% -$27.8K 0.01% 529
2022
Q3 		$132K Sell
5,212
-12
-0.2% -$329 0.01% 499
2022
Q2 		$143K Sell
5,224
-12,225
-70% -$351K 0.01% 456
2022
Q1 		$528K Buy
17,449
+334
+2% +$10.2K 0.05% 283
2021
Q4 		$539K Sell
17,115
-1,692
-9% -$53.2K 0.04% 319
2021
Q3 		$584K Sell
18,807
-145
-0.8% -$4.55K 0.05% 280
2021
Q2 		$590K Buy
18,952
+40
+0.2% +$1.24K 0.06% 268
2021
Q1 		$577K Buy
18,912
+9,240
+96% +$285K 0.06% 268
2020
Q4 		$301K Buy
+9,672
New +$297K 0.04% 343

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
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
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avior Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 159 shares — an estimated $4.04K sold.

Avior Wealth Management first reported a position in SPIP in Q4 2020 and held it in 15 quarters. The position peaked at $590K in Q2 2021. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

  • Avior Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 159 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $4.04K.
  • Avior Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 15 quarters.
  • Avior Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $590K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.