DWM
SPIP icon

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

Drive 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
Q2 		– Sell
-13,919
Closed -$357K – 337
2024
Q1 		$357K Sell
13,919
-5,151
-27% -$132K 0.1% 177
2023
Q4 		$488K Sell
19,070
-9,460
-33% -$237K 0.16% 120
2023
Q3 		$709K Sell
28,530
-8,399
-23% -$213K 0.26% 83
2023
Q2 		$954K Sell
36,929
-24,274
-40% -$635K 0.35% 66
2023
Q1 		$1.63M Buy
61,203
+827
+1% +$21.7K 0.68% 35
2022
Q4 		$1.56M Sell
60,376
-54,645
-48% -$1.41M 0.78% 26
2022
Q3 		$2.92M Sell
115,021
-85,857
-43% -$2.35M 2.77% 5
2022
Q2 		$5.53M Buy
200,878
+12,947
+7% +$372K 5.05% 2
2022
Q1 		$5.69M Buy
187,931
+19,499
+12% +$596K 4.79% 2
2021
Q4 		$5.31M Buy
+168,432
New +$5.29M 4.67% 4

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 $376B 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 $70.5B 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