Johnson Financial Group Inc (Wisconsin)’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q4	–	Sell	-1	Closed	-$25	–	984
2023 Q3	$25	Buy	+1	New	+$25	﹤0.01%	628
2022 Q2	–	Sell	-458	Closed	-$14K	–	733
2022 Q1	$14K	Sell	458 -278	-38%	-$8.5K	﹤0.01%	554
2021 Q4	$23K	Hold	736	–	–	﹤0.01%	551
2021 Q3	$23K	Buy	736 +278	+61%	+$8.73K	﹤0.01%	496
2021 Q2	$14K	Hold	458	–	–	﹤0.01%	543
2021 Q1	$14K	Buy	+458	New	+$14.1K	﹤0.01%	528

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SMM

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

Johnson Financial Group Inc (Wisconsin)'s SPIP Position: Q4 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 1 share — an estimated $25 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SPIP in Q1 2021 and held it in 6 quarters. The position peaked at $23K in Q4 2021. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1 State Street SPDR Portfolio TIPS ETF share in Q4 2023, an estimated $25.
Johnson Financial Group Inc (Wisconsin) first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and held it in 6 quarters.
Johnson Financial Group Inc (Wisconsin)'s State Street SPDR Portfolio TIPS ETF position peaked at $23K in Q4 2021.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2023, filed 9 Feb 2024.