MWM
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McNaughton Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

McNaughton 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
2023
Q3 		– Sell
-58,232
Closed -$1.5M – 54
2023
Q2 		$1.5M Sell
58,232
-43,309
-43% -$1.13M 0.96% 26
2023
Q1 		$2.71M Sell
101,541
-657
-0.6% -$17.2K 1.8% 17
2022
Q4 		$2.63M Buy
102,198
+1,692
+2% +$43.6K 1.8% 17
2022
Q3 		$2.55M Buy
100,506
+1,826
+2% +$50K 1.87% 18
2022
Q2 		$2.72M Buy
98,680
+1,252
+1% +$36K 1.92% 17
2022
Q1 		$2.95M Buy
97,428
+1,530
+2% +$46.8K 1.92% 17
2021
Q4 		$2.95M Buy
95,898
+5,553
+6% +$174K 1.91% 20
2021
Q3 		$2.81M Buy
90,345
+4,411
+5% +$139K 1.99% 19
2021
Q2 		$2.68M Buy
85,934
+5,784
+7% +$179K 1.88% 18
2021
Q1 		$2.45M Buy
80,150
+5,398
+7% +$166K 1.88% 18
2020
Q4 		$2.33M Buy
74,752
+1,120
+2% +$34.4K 1.87% 17
2020
Q3 		$2.27M Buy
73,632
+7,872
+12% +$242K 1.99% 16
2020
Q2 		$1.98M Buy
65,760
+2,482
+4% +$73.9K 1.84% 16
2020
Q1 		$1.84M Sell
63,278
-1,474
-2% -$42.6K 1.96% 16
2019
Q4 		$1.85M Buy
+64,752
New +$1.85M 1.72% 16

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Morgan Stanley
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
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

McNaughton Wealth Management's SPIP Position: Q3 2023 in Review

McNaughton Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2023, closing a stake of 58,232 shares — an estimated $1.5M sold.

McNaughton Wealth Management first reported a position in SPIP in Q4 2019 and held it in 15 quarters. The position peaked at $2.95M in Q1 2022. 246 funds tracked by Wall St. Rank hold SPIP as of Q3 2023.

  • McNaughton Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • McNaughton Wealth Management sold 58,232 State Street SPDR Portfolio TIPS ETF shares in Q3 2023, an estimated $1.5M.
  • McNaughton Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 15 quarters.
  • McNaughton Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $2.95M in Q1 2022.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2023.

Based on McNaughton Wealth Management's 13F filing for Q3 2023, filed 5 Oct 2023.