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

Jeppson 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
Q2 		– Sell
-14,509
Closed -$439K – 199
2022
Q1 		$439K Buy
+14,509
New +$444K 0.2% 105

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jeppson Wealth Management's SPIP Position: Q2 2022 in Review

Jeppson Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2022, closing a stake of 14,509 shares — an estimated $439K sold.

Jeppson Wealth Management first reported a position in SPIP in Q1 2022 and held it in 1 quarter. The position peaked at $439K in Q1 2022. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

  • Jeppson Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Jeppson Wealth Management sold 14,509 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $439K.
  • Jeppson Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and held it in 1 quarter.
  • Jeppson Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $439K in Q1 2022.
  • 286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on Jeppson Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.