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

Meridian 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
Q2 		– Sell
-7,745
Closed -$207K – 566
2023
Q1 		$207K Sell
7,745
-29,591
-79% -$775K 0.02% 505
2022
Q4 		$962K Buy
+37,336
New +$963K 0.09% 201

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Morgan Stanley
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
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Meridian Wealth Management's SPIP Position: Q2 2023 in Review

Meridian Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 7,745 shares — an estimated $207K sold.

Meridian Wealth Management first reported a position in SPIP in Q4 2022 and held it in 2 quarters. The position peaked at $962K in Q4 2022. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

  • Meridian Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Meridian Wealth Management sold 7,745 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $207K.
  • Meridian Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 2 quarters.
  • Meridian Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $962K in Q4 2022.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on Meridian Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.