MWM
SPIP icon

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

Modera 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
2026
Q1 		$789K Sell
30,329
-148
-0.5% -$3.87K 0.01% 360
2025
Q4 		$791K Sell
30,477
-564
-2% -$14.8K 0.01% 370
2025
Q3 		$817K Hold
31,041
– – 0.01% 366
2025
Q2 		$809K Hold
31,041
– – 0.01% 359
2025
Q1 		$819K Hold
31,041
– – 0.01% 351
2024
Q4 		$786K Hold
31,041
– – 0.01% 366
2024
Q3 		$816K Buy
31,041
+111
+0.4% +$2.87K 0.01% 339
2024
Q2 		$786K Sell
30,930
-367
-1% -$9.29K 0.01% 324
2024
Q1 		$802K Buy
+31,297
New +$800K 0.01% 323
2023
Q4 		– Sell
-29,254
Closed -$727K – 548
2023
Q3 		$727K Buy
29,254
+179
+0.6% +$4.54K 0.01% 313
2023
Q2 		$751K Buy
+29,075
New +$760K 0.01% 322

Other funds holding SPIP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return