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NWF Advisory Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

NWF Advisory Services’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
2024
Q4 		– Sell
-18,750
Closed -$493K – 407
2024
Q3 		$493K Hold
18,750
– – 0.07% 166
2024
Q2 		$477K Hold
18,750
– – 0.08% 164
2024
Q1 		$480K Buy
+18,750
New +$480K 0.08% 164

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

NWF Advisory Services's SPIP Position: Q4 2024 in Review

NWF Advisory Services sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2024, closing a stake of 18,750 shares — an estimated $493K sold.

NWF Advisory Services first reported a position in SPIP in Q1 2024 and held it in 3 quarters. The position peaked at $493K in Q3 2024. 221 funds tracked by Wall St. Rank hold SPIP as of Q4 2024.

  • NWF Advisory Services reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • NWF Advisory Services sold 18,750 State Street SPDR Portfolio TIPS ETF shares in Q4 2024, an estimated $493K.
  • NWF Advisory Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2024 and held it in 3 quarters.
  • NWF Advisory Services's State Street SPDR Portfolio TIPS ETF position peaked at $493K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2024.

Based on NWF Advisory Services's 13F filing for Q4 2024, filed 14 May 2025.