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

IHT 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
2022 Q4	–	Sell	-38,213	Closed	-$969K	–	937
2022 Q3	$969K	Sell	38,213 -1,699	-4%	-$46.5K	0.07%	287
2022 Q2	$1.1M	Sell	39,912 -16,860	-30%	-$484K	0.1%	224
2022 Q1	$1.72M	Buy	56,772 +1,465	+3%	+$44.8K	0.13%	167
2021 Q4	$1.74M	Buy	+55,307	New	+$1.74M	0.13%	161
2021 Q3	–	Sell	-6,639	Closed	-$207K	–	955
2021 Q2	$207K	Buy	+6,639	New	+$205K	0.01%	859
2018 Q1	–	Sell	-400	Closed	-$11K	–	1750
2017 Q4	$11K	Hold	400	–	–	﹤0.01%	1175
2017 Q3	$11K	Hold	400	–	–	﹤0.01%	944
2017 Q2	$1	Buy	+400	New	+$11.3K	﹤0.01%	1357

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

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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IHT Wealth Management's SPIP Position: Q4 2022 in Review

IHT Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2022, closing a stake of 38,213 shares — an estimated $969K sold.

IHT Wealth Management first reported a position in SPIP in Q2 2017 and held it in 8 quarters. The position peaked at $1.74M in Q4 2021. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

IHT Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2022 after selling out during the quarter.
IHT Wealth Management sold 38,213 State Street SPDR Portfolio TIPS ETF shares in Q4 2022, an estimated $969K.
IHT Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2017 and held it in 8 quarters.
IHT Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $1.74M in Q4 2021.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on IHT Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.