Moisand Fitzgerald Tamayo’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Moisand Fitzgerald Tamayo’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 Q1	–	Sell	-877	Closed	-$22.6K	–	813
2022 Q4	$22.6K	Buy	877 +572	+188%	+$14.8K	0.01%	239
2022 Q3	$8K	Hold	305	–	–	﹤0.01%	312
2022 Q2	$8K	Buy	+305	New	+$8.76K	﹤0.01%	288
2022 Q1	–	Sell	-305	Closed	-$10K	–	646
2021 Q4	$10K	Hold	305	–	–	﹤0.01%	258
2021 Q3	$9K	Hold	305	–	–	﹤0.01%	257
2021 Q2	$9K	Hold	305	–	–	﹤0.01%	277
2021 Q1	$9K	Hold	305	–	–	﹤0.01%	227
2020 Q4	$10K	Buy	+305	New	+$9.38K	﹤0.01%	219

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SPIP Position: Q1 2023 in Review

Moisand Fitzgerald Tamayo sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2023, closing a stake of 877 shares — an estimated $22.6K sold.

Moisand Fitzgerald Tamayo first reported a position in SPIP in Q4 2020 and held it in 8 quarters. The position peaked at $22.6K in Q4 2022. 246 funds tracked by Wall St. Rank hold SPIP as of Q1 2023.

Moisand Fitzgerald Tamayo reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 877 State Street SPDR Portfolio TIPS ETF shares in Q1 2023, an estimated $22.6K.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 8 quarters.
Moisand Fitzgerald Tamayo's State Street SPDR Portfolio TIPS ETF position peaked at $22.6K in Q4 2022.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2023, filed 5 May 2023.