John W. Brooker & Co’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

John W. Brooker & Co’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
2021 Q3	–	Sell	-1,062	Closed	-$33K	–	204
2021 Q2	$33K	Buy	+1,062	New	+$32.8K	0.02%	98

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

John W. Brooker & Co's SPIP Position: Q3 2021 in Review

John W. Brooker & Co sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2021, closing a stake of 1,062 shares — an estimated $33K sold.

John W. Brooker & Co first reported a position in SPIP in Q2 2021 and held it in 1 quarter. The position peaked at $33K in Q2 2021. 263 funds tracked by Wall St. Rank hold SPIP as of Q3 2021.

John W. Brooker & Co reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2021 after selling out during the quarter.
John W. Brooker & Co sold 1,062 State Street SPDR Portfolio TIPS ETF shares in Q3 2021, an estimated $33K.
John W. Brooker & Co first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and held it in 1 quarter.
John W. Brooker & Co's State Street SPDR Portfolio TIPS ETF position peaked at $33K in Q2 2021.
263 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2021.

Based on John W. Brooker & Co's 13F filing for Q3 2021, filed 7 Oct 2021.