Glassman Wealth Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Glassman Wealth Services’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 Q2	–	Sell	-358	Closed	-$9.55K	–	2006
2023 Q1	$9.55K	Buy	+358	New	+$9.37K	﹤0.01%	838
2022 Q1	–	Sell	-1,726	Closed	-$54K	–	1926
2021 Q4	$54K	Hold	1,726	–	–	0.01%	358
2021 Q3	$54K	Hold	1,726	–	–	0.01%	346
2021 Q2	$54K	Sell	1,726 -1,725	-50%	-$53.3K	0.01%	336
2021 Q1	$105K	Hold	3,451	–	–	0.02%	217
2020 Q4	$108K	Hold	3,451	–	–	0.02%	217
2020 Q3	$107K	Hold	3,451	–	–	0.03%	190
2020 Q2	$104K	Hold	3,451	–	–	0.03%	169
2020 Q1	$100K	Buy	+3,451	New	+$99.7K	0.04%	163

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Glassman Wealth Services's SPIP Position: Q2 2023 in Review

Glassman Wealth Services sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 358 shares — an estimated $9.55K sold.

Glassman Wealth Services first reported a position in SPIP in Q1 2020 and held it in 9 quarters. The position peaked at $108K in Q4 2020. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

Glassman Wealth Services reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 358 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $9.55K.
Glassman Wealth Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2020 and held it in 9 quarters.
Glassman Wealth Services's State Street SPDR Portfolio TIPS ETF position peaked at $108K in Q4 2020.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.