HGWM
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Horst & Graben Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Horst & Graben Wealth 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
Q3 		– Sell
-11,943
Closed -$304K – 161
2024
Q2 		$304K Buy
11,943
+715
+6% +$18.1K 0.06% 108
2024
Q1 		$288K Sell
11,228
-226
-2% -$5.78K 0.06% 114
2023
Q4 		$293K Buy
+11,454
New +$287K 0.06% 105

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horst & Graben Wealth Management's SPIP Position: Q3 2024 in Review

Horst & Graben Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 11,943 shares — an estimated $304K sold.

Horst & Graben Wealth Management first reported a position in SPIP in Q4 2023 and held it in 3 quarters. The position peaked at $304K in Q2 2024. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

  • Horst & Graben Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 11,943 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $304K.
  • Horst & Graben Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and held it in 3 quarters.
  • Horst & Graben Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $304K in Q2 2024.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on Horst & Graben Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.