EP Wealth Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

EP Wealth Advisors’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 Q3	–	Sell	-18,007	Closed	-$496K	–	602
2022 Q2	$496K	Sell	18,007 -2,598	-13%	-$74.6K	0.01%	373
2022 Q1	$624K	Sell	20,605 -457	-2%	-$14K	0.01%	336
2021 Q4	$663K	Buy	21,062 +1,189	+6%	+$37.4K	0.02%	310
2021 Q3	$618K	Sell	19,873 -916	-4%	-$28.8K	0.02%	299
2021 Q2	$647K	Sell	20,789 -860	-4%	-$26.6K	0.02%	297
2021 Q1	$661K	Buy	21,649 +189	+0.9%	+$5.83K	0.02%	275
2020 Q4	$669K	Sell	21,460 -1,718	-7%	-$52.8K	0.02%	228
2020 Q3	$716K	Buy	+23,178	New	+$713K	0.03%	189
2020 Q2	–	Sell	-31,144	Closed	-$927K	–	205
2020 Q1	$904K	Buy	31,144 +10,196	+49%	+$294K	0.04%	184
2019 Q4	$598K	Buy	+20,948	New	+$597K	0.02%	257

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

EP Wealth Advisors's SPIP Position: Q3 2022 in Review

EP Wealth Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2022, closing a stake of 18,007 shares — an estimated $496K sold.

EP Wealth Advisors first reported a position in SPIP in Q4 2019 and held it in 10 quarters. The position peaked at $904K in Q1 2020. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

EP Wealth Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2022 after selling out during the quarter.
EP Wealth Advisors sold 18,007 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $496K.
EP Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 10 quarters.
EP Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $904K in Q1 2020.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on EP Wealth Advisors's 13F filing for Q3 2022, filed 2 Dec 2022.