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Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Heritage Wealth Management (Arizona)’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 		$277K Buy
10,740
+4,110
+62% +$106K 0.04% 302
2022
Q3 		$168K Sell
6,630
-3,227
-33% -$88.4K 0.05% 262
2022
Q2 		$271K Sell
9,857
-239
-2% -$6.87K 0.09% 173
2022
Q1 		$306K Buy
+10,096
New +$309K 0.08% 188
2021
Q3 		$249K Sell
8,005
-129
-2% -$4.05K 0.09% 178
2021
Q2 		$253K Buy
+8,134
New +$251K 0.1% 185

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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SPIP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 62% in Q4 2022, buying an estimated $106K and bringing the position to 10,740 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #302.

Heritage Wealth Management (Arizona) first reported a position in SPIP in Q2 2021 and has held it in 6 quarters since. The position peaked at $306K in Q1 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 10,740 shares of State Street SPDR Portfolio TIPS ETF worth $277K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 4,110 State Street SPDR Portfolio TIPS ETF shares in Q4 2022, an estimated $106K.
  • State Street SPDR Portfolio TIPS ETF made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #302 holding.
  • Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s State Street SPDR Portfolio TIPS ETF position peaked at $306K in Q1 2022.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.