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

Cornerstone 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	$817K	Sell	32,207 -2,540	-7%	-$69.5K	0.09%	186
2022 Q2	$956K	Buy	34,747 +2,040	+6%	+$58.6K	0.11%	166
2022 Q1	$990K	Sell	32,707 -79,482	-71%	-$2.43M	0.1%	180
2021 Q4	$3.54M	Buy	112,189 +11,662	+12%	+$366K	0.34%	68
2021 Q3	$3.13M	Buy	100,527 +5,694	+6%	+$179K	0.33%	71
2021 Q2	$2.95M	Buy	94,833 +78,795	+491%	+$2.43M	0.31%	72
2021 Q1	$490K	Buy	+16,038	New	+$494K	0.06%	274

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

Cornerstone Wealth Management's SPIP Position: Q3 2022 in Review

Cornerstone Wealth Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 7.3% in Q3 2022, selling an estimated $69.5K and leaving 32,207 shares worth $817K. The position accounts for 0.09% of the portfolio, ranked #186.

Cornerstone Wealth Management first reported a position in SPIP in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.54M in Q4 2021. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

Cornerstone Wealth Management held 32,207 shares of State Street SPDR Portfolio TIPS ETF worth $817K as of Q3 2022.
Cornerstone Wealth Management sold 2,540 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $69.5K.
State Street SPDR Portfolio TIPS ETF made up 0.09% of Cornerstone Wealth Management's portfolio in Q3 2022, its #186 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and has held it in 7 quarters since.
Cornerstone Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $3.54M in Q4 2021.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on Cornerstone Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.