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

Merriman 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	-246,659	Closed	-$6.37M	–	214
2023 Q2	$6.37M	Sell	246,659 -7,766	-3%	-$203K	0.31%	43
2023 Q1	$6.79M	Buy	+254,425	New	+$6.66M	0.35%	38
2020 Q1	–	Sell	-270,102	Closed	-$7.71M	–	199
2019 Q4	$7.71M	Sell	270,102 -4,172	-2%	-$119K	1.49%	17
2019 Q3	$7.82M	Sell	274,274 -2,574	-0.9%	-$73.3K	1.58%	16
2019 Q2	$77.8K	Sell	276,848 -3,174	-1%	-$88.5K	1.5%	19
2019 Q1	$7.8M	Buy	+280,022	New	+$7.65M	1.48%	19
2018 Q4	–	Sell	-291,114	Closed	-$7.93M	–	206
2018 Q3	$7.93M	Buy	291,114 +2,870	+1%	+$78.9K	1.69%	15
2018 Q2	$8M	Buy	+288,244	New	+$7.96M	1.83%	13

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 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

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 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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

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

Merriman Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2023, closing a stake of 246,659 shares — an estimated $6.37M sold.

Merriman Wealth Management first reported a position in SPIP in Q2 2018 and held it in 8 quarters. The position peaked at $8M in Q2 2018. 246 funds tracked by Wall St. Rank hold SPIP as of Q3 2023.

Merriman Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2023 after selling out during the quarter.
Merriman Wealth Management sold 246,659 State Street SPDR Portfolio TIPS ETF shares in Q3 2023, an estimated $6.37M.
Merriman Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2018 and held it in 8 quarters.
Merriman Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $8M in Q2 2018.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2023.

Based on Merriman Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.