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

Midwest 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
2022 Q1	$352K	Sell	11,633 -550	-5%	-$16.8K	0.21%	84
2021 Q4	$384K	Sell	12,183 -170	-1%	-$5.34K	0.24%	79
2021 Q3	$384K	Buy	12,353 +744	+6%	+$23.4K	0.26%	81
2021 Q2	$362K	Sell	11,609 -620	-5%	-$19.1K	0.26%	82
2021 Q1	$374K	Sell	12,229 -1,179	-9%	-$36.3K	0.3%	83
2020 Q4	$418K	Buy	+13,408	New	+$412K	0.38%	78

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SMM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Midwest Wealth Management's SPIP Position: Q1 2022 in Review

Midwest Wealth Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 4.5% in Q1 2022, selling an estimated $16.8K and leaving 11,633 shares worth $352K. The position accounts for 0.21% of the portfolio, ranked #84.

Midwest Wealth Management first reported a position in SPIP in Q4 2020 and has held it in 6 quarters since. The position peaked at $418K in Q4 2020. 294 funds tracked by Wall St. Rank hold SPIP as of Q1 2022.

Midwest Wealth Management held 11,633 shares of State Street SPDR Portfolio TIPS ETF worth $352K as of Q1 2022.
Midwest Wealth Management sold 550 State Street SPDR Portfolio TIPS ETF shares in Q1 2022, an estimated $16.8K.
State Street SPDR Portfolio TIPS ETF made up 0.21% of Midwest Wealth Management's portfolio in Q1 2022, its #84 holding.
Midwest Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $418K in Q4 2020.
294 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.