FGAM
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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
2019
Q4 		$3K Buy
+91
New +$2.59K ﹤0.01% 1317

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 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 1 quarter since. The position peaked at $3K in Q4 2019. 226 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 1 quarter since.
  • Financial Gravity Asset Management's State Street SPDR Portfolio TIPS ETF position peaked at $3K in Q4 2019.
  • 226 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.