Financial & Tax Architects’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Financial & Tax Architects’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	-99,039	Closed	-$2.51M	–	91
2022 Q3	$2.51M	Buy	99,039 +21,512	+28%	+$589K	0.94%	39
2022 Q2	$2.13M	Buy	+77,527	New	+$2.23M	0.81%	39
2021 Q4	–	Sell	-25,565	Closed	-$795K	–	103
2021 Q3	$795K	Buy	25,565 +135	+0.5%	+$4.24K	0.36%	67
2021 Q2	$792K	Buy	25,430 +16,335	+180%	+$505K	0.39%	55
2021 Q1	$278K	Buy	+9,095	New	+$280K	0.16%	89

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

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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial & Tax Architects's SPIP Position: Q4 2022 in Review

Financial & Tax Architects sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2022, closing a stake of 99,039 shares — an estimated $2.51M sold.

Financial & Tax Architects first reported a position in SPIP in Q1 2021 and held it in 5 quarters. The position peaked at $2.51M in Q3 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

Financial & Tax Architects reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2022 after selling out during the quarter.
Financial & Tax Architects sold 99,039 State Street SPDR Portfolio TIPS ETF shares in Q4 2022, an estimated $2.51M.
Financial & Tax Architects first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and held it in 5 quarters.
Financial & Tax Architects's State Street SPDR Portfolio TIPS ETF position peaked at $2.51M in Q3 2022.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on Financial & Tax Architects's 13F filing for Q4 2022, filed 9 Feb 2023.