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

Intrepid Financial Planning 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
2023
Q1 		– Sell
-37,782
Closed -$973K – 123
2022
Q4 		$973K Sell
37,782
-7,583
-17% -$196K 0.53% 43
2022
Q3 		$1.15M Sell
45,365
-3,585
-7% -$98.2K 0.65% 36
2022
Q2 		$1.35M Buy
+48,950
New +$1.41M 0.74% 34

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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

Intrepid Financial Planning Group's SPIP Position: Q1 2023 in Review

Intrepid Financial Planning Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2023, closing a stake of 37,782 shares — an estimated $973K sold.

Intrepid Financial Planning Group first reported a position in SPIP in Q2 2022 and held it in 3 quarters. The position peaked at $1.35M in Q2 2022. 246 funds tracked by Wall St. Rank hold SPIP as of Q1 2023.

  • Intrepid Financial Planning Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 37,782 State Street SPDR Portfolio TIPS ETF shares in Q1 2023, an estimated $973K.
  • Intrepid Financial Planning Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and held it in 3 quarters.
  • Intrepid Financial Planning Group's State Street SPDR Portfolio TIPS ETF position peaked at $1.35M in Q2 2022.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2023.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2023, filed 2 May 2023.