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

Baker Tilly 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
2022 Q3	–	Sell	-44,939	Closed	-$1.24M	–	533
2022 Q2	$1.24M	Sell	44,939 -32,629	-42%	-$937K	0.16%	137
2022 Q1	$2.35M	Buy	77,568 +3,189	+4%	+$97.5K	0.26%	80
2021 Q4	$2.34M	Buy	74,379 +43,167	+138%	+$1.36M	0.25%	79
2021 Q3	$971K	Buy	+31,212	New	+$980K	0.13%	171

Other funds holding SPIP

CSIA

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Baker Tilly Wealth Management's SPIP Position: Q3 2022 in Review

Baker Tilly Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2022, closing a stake of 44,939 shares — an estimated $1.24M sold.

Baker Tilly Wealth Management first reported a position in SPIP in Q3 2021 and held it in 4 quarters. The position peaked at $2.35M in Q1 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

Baker Tilly Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 44,939 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $1.24M.
Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2021 and held it in 4 quarters.
Baker Tilly Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $2.35M in Q1 2022.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.