LexAurum Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

LexAurum Advisors’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	-21,182	Closed	-$526K	–	310
2023 Q3	$526K	Sell	21,182 -586	-3%	-$14.9K	0.15%	136
2023 Q2	$562K	Sell	21,768 -1,482	-6%	-$38.7K	0.17%	117
2023 Q1	$620K	Sell	23,250 -2,916	-11%	-$76.3K	0.21%	107
2022 Q4	$674K	Sell	26,166 -3,060	-10%	-$78.9K	0.24%	94
2022 Q3	$741K	Sell	29,226 -1,825	-6%	-$50K	0.29%	73
2022 Q2	$855K	Buy	31,051 +21,977	+242%	+$631K	0.32%	64
2022 Q1	$275K	Buy	9,074 +352	+4%	+$10.8K	0.09%	200
2021 Q4	$275K	Buy	+8,722	New	+$274K	0.09%	209

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

LexAurum Advisors's SPIP Position: Q4 2023 in Review

LexAurum Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 21,182 shares — an estimated $526K sold.

LexAurum Advisors first reported a position in SPIP in Q4 2021 and held it in 8 quarters. The position peaked at $855K in Q2 2022. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

LexAurum Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
LexAurum Advisors sold 21,182 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $526K.
LexAurum Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and held it in 8 quarters.
LexAurum Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $855K in Q2 2022.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on LexAurum Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.