Independent Financial Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Independent Financial Group’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 Q1	–	Sell	-8,075	Closed	-$206K	–	1055
2023 Q4	$206K	Hold	8,075	–	–	0.01%	882
2023 Q3	$201K	Hold	8,075	–	–	0.01%	834
2023 Q2	$209K	Sell	8,075 -772	-9%	-$20.2K	0.01%	802
2023 Q1	$236K	Hold	8,847	–	–	0.02%	713
2022 Q4	$228K	Hold	8,847	–	–	0.02%	676
2022 Q3	$224K	Hold	8,847	–	–	0.02%	627
2022 Q2	$243K	Sell	8,847 -3,834	-30%	-$110K	0.03%	573
2022 Q1	$384K	Buy	12,681 +1,285	+11%	+$39.3K	0.03%	516
2021 Q4	$359K	Buy	+11,396	New	+$358K	0.03%	527

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

CFS

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

Independent Financial Group's SPIP Position: Q1 2024 in Review

Independent Financial Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2024, closing a stake of 8,075 shares — an estimated $206K sold.

Independent Financial Group first reported a position in SPIP in Q4 2021 and held it in 9 quarters. The position peaked at $384K in Q1 2022. 238 funds tracked by Wall St. Rank hold SPIP as of Q1 2024.

Independent Financial Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2024 after selling out during the quarter.
Independent Financial Group sold 8,075 State Street SPDR Portfolio TIPS ETF shares in Q1 2024, an estimated $206K.
Independent Financial Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and held it in 9 quarters.
Independent Financial Group's State Street SPDR Portfolio TIPS ETF position peaked at $384K in Q1 2022.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.