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

Denver 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
2021 Q1	$1.35M	Buy	+44,615	New	+$1.38M	1.42%	16

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

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

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

PFA

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

PAG

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Denver Wealth Management's SPIP Position: Q1 2021 in Review

Denver Wealth Management opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2021: 44,615 shares worth $1.35M. The stake represents 1.42% of the portfolio and ranks #16 among its holdings.

216 funds tracked by Wall St. Rank hold SPIP as of Q1 2021.

Denver Wealth Management held 44,615 shares of State Street SPDR Portfolio TIPS ETF worth $1.35M as of Q1 2021.
State Street SPDR Portfolio TIPS ETF was a new Denver Wealth Management position in Q1 2021.
State Street SPDR Portfolio TIPS ETF made up 1.42% of Denver Wealth Management's portfolio in Q1 2021, its #16 holding.
216 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2021.

Based on Denver Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2022.