Creative Financial Designs’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-303	Closed	-$7.76K	–	1724
2023 Q4	$7.76K	Hold	303	–	–	﹤0.01%	1164
2023 Q3	$7.52K	Buy	303 +1	+0.3%	+$25	﹤0.01%	1101
2023 Q2	$7.8K	Sell	302 -699	-70%	-$18.3K	﹤0.01%	1088
2023 Q1	$26.7K	Sell	1,001 -173	-15%	-$4.53K	﹤0.01%	746
2022 Q4	$30.3K	Buy	1,174 +80	+7%	+$2.06K	﹤0.01%	663
2022 Q3	$28K	Sell	1,094 -503,374	-100%	-$13.8M	﹤0.01%	664
2022 Q2	$13.9M	Buy	504,468 +116,608	+30%	+$3.35M	2.28%	7
2022 Q1	$11.7M	Buy	387,860 +385,488	+16,252%	+$11.8M	1.79%	12
2021 Q4	$75K	Buy	+2,372	New	+$74.5K	0.01%	497
2021 Q1	–	Sell	-352	Closed	-$11K	–	1356
2020 Q4	$11K	Hold	352	–	–	﹤0.01%	854
2020 Q3	$11K	Buy	+352	New	+$10.8K	﹤0.01%	789
2020 Q1	–	Sell	-408	Closed	-$12K	–	589
2019 Q4	$12K	Sell	408 -504	-55%	-$14.4K	0.01%	384
2019 Q3	$26K	Buy	+912	New	+$26K	0.01%	306

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $70.8B AUM 21.68% 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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Creative Financial Designs's SPIP Position: Q1 2024 in Review

Creative Financial Designs sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2024, closing a stake of 303 shares — an estimated $7.76K sold.

Creative Financial Designs first reported a position in SPIP in Q3 2019 and held it in 13 quarters. The position peaked at $13.9M in Q2 2022. 238 funds tracked by Wall St. Rank hold SPIP as of Q1 2024.

Creative Financial Designs reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2024 after selling out during the quarter.
Creative Financial Designs sold 303 State Street SPDR Portfolio TIPS ETF shares in Q1 2024, an estimated $7.76K.
Creative Financial Designs first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and held it in 13 quarters.
Creative Financial Designs's State Street SPDR Portfolio TIPS ETF position peaked at $13.9M in Q2 2022.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.