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

PCG 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
2022
Q4 		– Sell
-13,317
Closed -$334K – 147
2022
Q3 		$334K Buy
+13,317
New +$365K 0.12% 93

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCG Wealth Advisors's SPIP Position: Q4 2022 in Review

PCG Wealth Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2022, closing a stake of 13,317 shares — an estimated $334K sold.

PCG Wealth Advisors first reported a position in SPIP in Q3 2022 and held it in 1 quarter. The position peaked at $334K in Q3 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

  • PCG Wealth Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • PCG Wealth Advisors sold 13,317 State Street SPDR Portfolio TIPS ETF shares in Q4 2022, an estimated $334K.
  • PCG Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and held it in 1 quarter.
  • PCG Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $334K in Q3 2022.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.