Lake Point Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Lake Point 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	$4K	Hold	142	–	–	﹤0.01%	256
2022 Q1	$4K	Hold	142	–	–	﹤0.01%	274
2021 Q4	$4K	Hold	142	–	–	﹤0.01%	284
2021 Q3	$4K	Hold	142	–	–	﹤0.01%	267
2021 Q2	$4K	Buy	+142	New	+$4.39K	﹤0.01%	280
2020 Q1	$4K	Hold	142	–	–	﹤0.01%	202
2019 Q4	$4K	Buy	+142	New	+$4.05K	﹤0.01%	405
2019 Q2	$33K	Hold	1,170	–	–	0.01%	191
2019 Q1	$33K	Sell	1,170 -42,588	-97%	-$1.16M	0.01%	191
2018 Q4	$1.18M	Buy	+43,758	New	+$1.18M	0.44%	44

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

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 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lake Point Wealth Management's SPIP Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2022 at 142 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Lake Point Wealth Management first reported a position in SPIP in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.18M in Q4 2018. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

Lake Point Wealth Management held 142 shares of State Street SPDR Portfolio TIPS ETF worth $4K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2022.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #256 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $1.18M in Q4 2018.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.