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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Drive Wealth Management's SPIP Position: Q2 2024 in Review

Drive Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2024, closing a stake of 13,919 shares — an estimated $357K sold.

Drive Wealth Management first reported a position in SPIP in Q4 2021 and held it in 10 quarters. The position peaked at $5.69M in Q1 2022. 226 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

Drive Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2024 after selling out during the quarter.
Drive Wealth Management sold 13,919 State Street SPDR Portfolio TIPS ETF shares in Q2 2024, an estimated $357K.
Drive Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and held it in 10 quarters.
Drive Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $5.69M in Q1 2022.
226 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on Drive Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.