Lumature Wealth Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Lumature Wealth Partners’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 Q1	–	Sell	-500	Closed	-$12.9K	–	418
2022 Q4	$12.9K	Hold	500	–	–	0.01%	290
2022 Q3	$13K	Hold	500	–	–	0.01%	303
2022 Q2	$14K	Sell	500 -1,300	-72%	-$37.3K	0.01%	303
2022 Q1	$54K	Hold	1,800	–	–	0.02%	251
2021 Q4	$57K	Hold	1,800	–	–	0.02%	222
2021 Q3	$56K	Hold	1,800	–	–	0.02%	228
2021 Q2	$56K	Hold	1,800	–	–	0.02%	226
2021 Q1	$55K	Buy	+1,800	New	+$55.5K	0.03%	225

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 $3.37T AUM 44.26% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMM

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lumature Wealth Partners's SPIP Position: Q1 2023 in Review

Lumature Wealth Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2023, closing a stake of 500 shares — an estimated $12.9K sold.

Lumature Wealth Partners first reported a position in SPIP in Q1 2021 and held it in 8 quarters. The position peaked at $57K in Q4 2021. 246 funds tracked by Wall St. Rank hold SPIP as of Q1 2023.

Lumature Wealth Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2023 after selling out during the quarter.
Lumature Wealth Partners sold 500 State Street SPDR Portfolio TIPS ETF shares in Q1 2023, an estimated $12.9K.
Lumature Wealth Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and held it in 8 quarters.
Lumature Wealth Partners's State Street SPDR Portfolio TIPS ETF position peaked at $57K in Q4 2021.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.