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KWMG LLC’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

KWMG LLC’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
2025
Q1 		– Sell
-8,814
Closed -$223K – 146
2024
Q4 		$223K Buy
+8,814
New +$227K 0.02% 134
2024
Q1 		– Sell
-12,494
Closed -$319K – 134
2023
Q4 		$319K Buy
+12,494
New +$313K 0.04% 121

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KWMG LLC's SPIP Position: Q1 2025 in Review

KWMG LLC sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2025, closing a stake of 8,814 shares — an estimated $223K sold.

KWMG LLC first reported a position in SPIP in Q4 2023 and held it in 2 quarters. The position peaked at $319K in Q4 2023. 219 funds tracked by Wall St. Rank hold SPIP as of Q1 2025.

  • KWMG LLC reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • KWMG LLC sold 8,814 State Street SPDR Portfolio TIPS ETF shares in Q1 2025, an estimated $223K.
  • KWMG LLC first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and held it in 2 quarters.
  • KWMG LLC's State Street SPDR Portfolio TIPS ETF position peaked at $319K in Q4 2023.
  • 219 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2025.

Based on KWMG LLC's 13F filing for Q1 2025, filed 9 Apr 2025.