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

Dogwood 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
2024
Q3 		– Sell
-48
Closed -$1.22K – 614
2024
Q2 		$1.22K Buy
+48
New +$1.22K ﹤0.01% 224

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
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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dogwood Wealth Management's SPIP Position: Q3 2024 in Review

Dogwood Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 48 shares — an estimated $1.22K sold.

Dogwood Wealth Management first reported a position in SPIP in Q2 2024 and held it in 1 quarter. The position peaked at $1.22K in Q2 2024. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

  • Dogwood Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 48 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $1.22K.
  • Dogwood Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2024 and held it in 1 quarter.
  • Dogwood Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $1.22K in Q2 2024.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on Dogwood Wealth Management's 13F filing for Q3 2024, filed 28 Feb 2025.