Financial Gravity Asset Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Financial Gravity Asset 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	–	Hold	0	–	–	–	1163
2024 Q1	–	Sell	-4,275	Closed	-$769K	–	2040
2023 Q4	$769K	Hold	4,275	–	–	0.01%	410
2023 Q3	$769K	Buy	4,275 +4,050	+1,800%	+$103K	0.01%	395
2023 Q2	$6	Buy	+225	New	+$5.88K	﹤0.01%	1577
2020 Q1	–	Sell	-91	Closed	-$3K	–	1347
2019 Q4	$3K	Buy	+91	New	+$2.59K	﹤0.01%	1317

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

LPL Financial San Diego, California $377B 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 New York $70.8B AUM 21.68% 1-Year Est. Return

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

Financial Gravity Asset Management's SPIP Position: Q2 2024 in Review

Financial Gravity Asset Management held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2024 at 0 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Financial Gravity Asset Management first reported a position in SPIP in Q4 2019 and has held it in 4 quarters since. The position peaked at $769K in Q4 2023. 225 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

Financial Gravity Asset Management held 0 shares of State Street SPDR Portfolio TIPS ETF worth $76 as of Q2 2024.
Financial Gravity Asset Management left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2024.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #1163 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and has held it in 4 quarters since.
Financial Gravity Asset Management's State Street SPDR Portfolio TIPS ETF position peaked at $769K in Q4 2023.
225 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.