GeoWealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

GeoWealth 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 Q4	–	Sell	-1	Closed	-$26	–	1875
2024 Q3	$26	Buy	+1	New	+$26	﹤0.01%	1685
2022 Q1	–	Sell	-26,907	Closed	-$848K	–	425
2021 Q4	$848K	Sell	26,907 -221	-0.8%	-$6.94K	0.07%	166
2021 Q3	$844K	Sell	27,128 -6,167	-19%	-$194K	0.07%	169
2021 Q2	$1.04M	Buy	33,295 +3,869	+13%	+$119K	0.13%	99
2021 Q1	$898K	Buy	29,426 +4,273	+17%	+$132K	0.14%	89
2020 Q4	$783K	Buy	25,153 +17,855	+245%	+$549K	0.13%	120
2020 Q3	$225K	Buy	+7,298	New	+$224K	0.07%	140
2020 Q2	–	Sell	-9,239	Closed	-$268K	–	161
2020 Q1	$268K	Buy	+9,239	New	+$267K	0.19%	76
2019 Q4	–	Sell	-9,828	Closed	-$280K	–	198
2019 Q3	$280K	Buy	+9,828	New	+$280K	0.06%	162

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

GeoWealth Management's SPIP Position: Q4 2024 in Review

GeoWealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2024, closing a stake of 1 share — an estimated $26 sold.

GeoWealth Management first reported a position in SPIP in Q3 2019 and held it in 9 quarters. The position peaked at $1.04M in Q2 2021. 221 funds tracked by Wall St. Rank hold SPIP as of Q4 2024.

GeoWealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2024 after selling out during the quarter.
GeoWealth Management sold 1 State Street SPDR Portfolio TIPS ETF share in Q4 2024, an estimated $26.
GeoWealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and held it in 9 quarters.
GeoWealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $1.04M in Q2 2021.
221 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.