Compass Financial Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Compass Financial 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
2023 Q2	–	Sell	-16,428	Closed	-$438K	–	89
2023 Q1	$438K	Buy	16,428 +1,386	+9%	+$36.3K	0.56%	59
2022 Q4	$387K	Sell	15,042 -51	-0.3%	-$1.32K	0.52%	66
2022 Q3	$383K	Sell	15,093 -1,091	-7%	-$29.9K	0.57%	63
2022 Q2	$445K	Buy	16,184 +2,417	+18%	+$69.4K	0.61%	53
2022 Q1	$417K	Buy	+13,767	New	+$421K	0.46%	80

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

PFA

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

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

Compass Financial Advisors's SPIP Position: Q2 2023 in Review

Compass Financial Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 16,428 shares — an estimated $438K sold.

Compass Financial Advisors first reported a position in SPIP in Q1 2022 and held it in 5 quarters. The position peaked at $445K in Q2 2022. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

Compass Financial Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
Compass Financial Advisors sold 16,428 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $438K.
Compass Financial Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and held it in 5 quarters.
Compass Financial Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $445K in Q2 2022.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.