Gateway Wealth Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Gateway Wealth Partners’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
2023 Q4	–	Sell	-18,462	Closed	-$459K	–	271
2023 Q3	$459K	Sell	18,462 -1,214	-6%	-$30.8K	0.08%	135
2023 Q2	$508K	Sell	19,676 -3,623	-16%	-$94.7K	0.09%	122
2023 Q1	$621K	Sell	23,299 -975	-4%	-$25.5K	0.1%	100
2022 Q4	$625K	Buy	+24,274	New	+$626K	0.11%	87

Other funds holding SPIP

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SMM

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

Gateway Wealth Partners's SPIP Position: Q4 2023 in Review

Gateway Wealth Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 18,462 shares — an estimated $459K sold.

Gateway Wealth Partners first reported a position in SPIP in Q4 2022 and held it in 4 quarters. The position peaked at $625K in Q4 2022. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

Gateway Wealth Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
Gateway Wealth Partners sold 18,462 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $459K.
Gateway Wealth Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 4 quarters.
Gateway Wealth Partners's State Street SPDR Portfolio TIPS ETF position peaked at $625K in Q4 2022.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Gateway Wealth Partners's 13F filing for Q4 2023, filed 13 Feb 2024.