BRWA
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B. Riley Wealth Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-8,249
Closed -$205K – 1585
2024
Q1 		$205K Buy
+8,249
New +$211K 0.01% 1264
2023
Q4 		– Sell
-8,249
Closed -$205K – 1498
2023
Q3 		$205K Sell
8,249
-1,063
-11% -$27K 0.01% 1264
2023
Q2 		$241K Sell
9,312
-1,524
-14% -$39.8K 0.01% 1247
2023
Q1 		$289K Sell
10,836
-1,400
-11% -$36.7K 0.01% 1085
2022
Q4 		$315K Sell
12,236
-22,096
-64% -$570K 0.01% 1028
2022
Q3 		$871K Buy
34,332
+12
+0% +$329 0.03% 548
2022
Q2 		$945K Buy
34,320
+20,909
+156% +$601K 0.04% 437
2022
Q1 		$406K Sell
13,411
-7,283
-35% -$223K 0.01% 863
2021
Q4 		$652K Sell
20,694
-340
-2% -$10.7K 0.02% 689
2021
Q3 		$654K Buy
21,034
+694
+3% +$21.8K 0.02% 669
2021
Q2 		$633K Buy
20,340
+432
+2% +$13.3K 0.02% 669
2021
Q1 		$608K Buy
19,908
+7,988
+67% +$246K 0.02% 647
2020
Q4 		$372K Sell
11,920
-9,264
-44% -$285K 0.02% 642
2020
Q3 		$648K Buy
21,184
+11,196
+112% +$344K 0.03% 441
2020
Q2 		$302K Sell
9,988
-191
-2% -$5.68K 0.02% 633
2020
Q1 		$296K Sell
10,179
-5,335
-34% -$154K 0.03% 539
2019
Q4 		$443K Sell
15,514
-1,176
-7% -$33.5K 0.04% 476
2019
Q3 		$476K Sell
16,690
-12
-0.1% -$342 0.05% 425
2019
Q2 		$473K Sell
16,702
-80
-0.5% -$2.23K 0.05% 398
2019
Q1 		$468K Sell
16,782
-2,634
-14% -$71.9K 0.06% 361
2018
Q4 		$524K Sell
19,416
-364
-2% -$9.78K 0.07% 283
2018
Q3 		$539K Sell
19,780
-166
-0.8% -$4.56K 0.06% 334
2018
Q2 		$554K Buy
19,946
+548
+3% +$15.1K 0.07% 298
2018
Q1 		$541K Sell
19,398
-12,446
-39% -$345K 0.08% 290
2017
Q4 		$896K Buy
31,844
+9,082
+40% +$256K 0.12% 187
2017
Q3 		$642K Buy
+22,762
New +$643K 0.11% 208
2015
Q1 		– Sell
-500
Closed -$14 – 1781
2014
Q4 		$14 Buy
+500
New +$14.1K ﹤0.01% 2712
2014
Q3 		– Sell
-500
Closed -$14.3K – 1715
2014
Q2 		$14.3K Buy
+500
New +$14.1K ﹤0.01% 1627

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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's SPIP Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2024, closing a stake of 8,249 shares — an estimated $205K sold.

B. Riley Wealth Advisors first reported a position in SPIP in Q2 2014 and held it in 28 quarters. The position peaked at $945K in Q2 2022. 225 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,249 State Street SPDR Portfolio TIPS ETF shares in Q2 2024, an estimated $205K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2014 and held it in 28 quarters.
  • B. Riley Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $945K in Q2 2022.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.