Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Householder Group Estate & Retirement Specialist’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	$81K	Sell	3,239 -3	-0.1%	-$77	0.06%	172
2024 Q3	$85K	Buy	3,242 +26	+0.8%	+$672	0.02%	394
2024 Q2	$81K	Sell	3,216 -31	-1%	-$785	0.02%	390
2024 Q1	$83.2K	Sell	3,247 -1,979	-38%	-$50.6K	0.02%	380
2023 Q4	$133K	Buy	5,226 +432	+9%	+$10.8K	0.04%	292
2023 Q3	$119K	Buy	+4,794	New	+$122K	0.04%	284
2023 Q1	$29K	Buy	+1,075	New	+$28.1K	0.01%	561
2022 Q4	–	Sell	-1,856	Closed	-$47K	–	1018
2022 Q3	$47K	Buy	+1,856	New	+$50.8K	0.02%	409

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 $2.24B AUM 16.9% 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

Householder Group Estate & Retirement Specialist's SPIP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.09% in Q4 2024, selling an estimated $77 and leaving 3,239 shares worth $81K. The position accounts for 0.06% of the portfolio, ranked #172.

Householder Group Estate & Retirement Specialist first reported a position in SPIP in Q3 2022 and has held it in 8 quarters since. The position peaked at $133K in Q4 2023. 221 funds tracked by Wall St. Rank hold SPIP as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3,239 shares of State Street SPDR Portfolio TIPS ETF worth $81K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 3 State Street SPDR Portfolio TIPS ETF shares in Q4 2024, an estimated $77.
State Street SPDR Portfolio TIPS ETF made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #172 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio TIPS ETF position peaked at $133K in Q4 2023.
221 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.