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Destiny Wealth Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Destiny Wealth Partners’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
Q2 		– Sell
-25,959
Closed -$665K – 171
2024
Q1 		$665K Sell
25,959
-1,926
-7% -$49.3K 0.12% 85
2023
Q4 		$714K Hold
27,885
– – 0.13% 82
2023
Q3 		$693K Sell
27,885
-320
-1% -$8.12K 0.14% 84
2023
Q2 		$728K Sell
28,205
-1,885
-6% -$49.3K 0.14% 85
2023
Q1 		$803K Sell
30,090
-22,412
-43% -$587K 0.17% 76
2022
Q4 		$1.35M Sell
52,502
-4,641
-8% -$120K 0.29% 67
2022
Q3 		$1.45M Sell
57,143
-377,013
-87% -$10.3M 0.33% 65
2022
Q2 		$11.9M Sell
434,156
-1,633
-0.4% -$46.9K 2.63% 6
2022
Q1 		$13.2M Sell
435,789
-87,878
-17% -$2.69M 2.57% 8
2021
Q4 		$16.5M Buy
523,667
+133,733
+34% +$4.2M 3.18% 3
2021
Q3 		$12.1M Buy
389,934
+12,616
+3% +$396K 2.43% 6
2021
Q2 		$11.8M Buy
377,318
+315,919
+515% +$9.76M 2.25% 7
2021
Q1 		$1.88M Sell
61,399
-212,517
-78% -$6.55M 0.39% 59
2020
Q4 		$8.54M Buy
+273,916
New +$8.42M 1.78% 13

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destiny Wealth Partners's SPIP Position: Q2 2024 in Review

Destiny Wealth Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2024, closing a stake of 25,959 shares — an estimated $665K sold.

Destiny Wealth Partners first reported a position in SPIP in Q4 2020 and held it in 14 quarters. The position peaked at $16.5M in Q4 2021. 225 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

  • Destiny Wealth Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Destiny Wealth Partners sold 25,959 State Street SPDR Portfolio TIPS ETF shares in Q2 2024, an estimated $665K.
  • Destiny Wealth Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 14 quarters.
  • Destiny Wealth Partners's State Street SPDR Portfolio TIPS ETF position peaked at $16.5M in Q4 2021.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on Destiny Wealth Partners's 13F filing for Q2 2024, filed 25 Jul 2024.