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Moss Adams Wealth Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Moss Adams Wealth Advisors’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
-1,440
Closed -$38.4K – 173
2023
Q1 		$38.4K Hold
1,440
– – 0.01% 115
2022
Q4 		$37.1K Buy
+1,440
New +$37.1K 0.02% 127

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

Moss Adams Wealth Advisors's SPIP Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 1,440 shares — an estimated $38.4K sold.

Moss Adams Wealth Advisors first reported a position in SPIP in Q4 2022 and held it in 2 quarters. The position peaked at $38.4K in Q1 2023. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 1,440 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $38.4K.
  • Moss Adams Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 2 quarters.
  • Moss Adams Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $38.4K in Q1 2023.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.