EWM
SPIP icon

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

Empirical 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
2022
Q4 		– Sell
-10,492
Closed -$266K – 480
2022
Q3 		$266K Buy
10,492
+1,784
+20% +$48.8K 0.01% 398
2022
Q2 		$240K Buy
+8,708
New +$250K 0.01% 414

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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empirical Wealth Management's SPIP Position: Q4 2022 in Review

Empirical Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2022, closing a stake of 10,492 shares — an estimated $266K sold.

Empirical Wealth Management first reported a position in SPIP in Q2 2022 and held it in 2 quarters. The position peaked at $266K in Q3 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

  • Empirical Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 10,492 State Street SPDR Portfolio TIPS ETF shares in Q4 2022, an estimated $266K.
  • Empirical Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and held it in 2 quarters.
  • Empirical Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $266K in Q3 2022.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on Empirical Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.