Kiely Wealth Advisory Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Kiely Wealth Advisory 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 Q4	$10.1K	Hold	393	–	–	0.01%	197
2024 Q3	$10.1K	Hold	393	–	–	0.01%	198
2024 Q2	$10.1K	Hold	393	–	–	0.01%	187
2024 Q1	$9.92K	Hold	393	–	–	0.01%	172
2023 Q4	$10K	Buy	+393	New	+$9.84K	0.01%	170

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

3AM

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

CFS

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

SMM

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

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Kiely Wealth Advisory Group's SPIP Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q4 2024 at 393 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #197.

Kiely Wealth Advisory Group first reported a position in SPIP in Q4 2023 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold SPIP as of Q4 2024.

Kiely Wealth Advisory Group held 393 shares of State Street SPDR Portfolio TIPS ETF worth $10.1K as of Q4 2024.
Kiely Wealth Advisory Group left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q4 2024.
State Street SPDR Portfolio TIPS ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #197 holding.
Kiely Wealth Advisory Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and has held it in 5 quarters since.
221 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.