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

Congress 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 Q2	–	Sell	-12,225	Closed	-$370K	–	615
2022 Q1	$370K	Sell	12,225 -5,427	-31%	-$166K	0.01%	477
2021 Q4	$556K	Buy	+17,652	New	+$555K	0.01%	452

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Congress Wealth Management's SPIP Position: Q2 2022 in Review

Congress Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2022, closing a stake of 12,225 shares — an estimated $370K sold.

Congress Wealth Management first reported a position in SPIP in Q4 2021 and held it in 2 quarters. The position peaked at $556K in Q4 2021. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

Congress Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2022 after selling out during the quarter.
Congress Wealth Management sold 12,225 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $370K.
Congress Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and held it in 2 quarters.
Congress Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $556K in Q4 2021.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.