Lee, Danner & Bass’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Lee, Danner & Bass’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	-200	Closed	-$5.06K	–	648
2024 Q4	$5.06K	Buy	+200	New	+$5.15K	﹤0.01%	595

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Lee, Danner & Bass's SPIP Position: Q1 2025 in Review

Lee, Danner & Bass sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2025, closing a stake of 200 shares — an estimated $5.06K sold.

Lee, Danner & Bass first reported a position in SPIP in Q4 2024 and held it in 1 quarter. The position peaked at $5.06K in Q4 2024. 218 funds tracked by Wall St. Rank hold SPIP as of Q1 2025.

Lee, Danner & Bass reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 200 State Street SPDR Portfolio TIPS ETF shares in Q1 2025, an estimated $5.06K.
Lee, Danner & Bass first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's State Street SPDR Portfolio TIPS ETF position peaked at $5.06K in Q4 2024.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.