Prospera Financial Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Prospera Financial 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
2023 Q4	–	Sell	-492,711	Closed	-$12.2M	–	1108
2023 Q3	$12.2M	Buy	492,711 +18,826	+4%	+$477K	0.47%	39
2023 Q2	$12.2M	Buy	473,885 +9,625	+2%	+$252K	0.47%	40
2023 Q1	$12.4M	Buy	464,260 +107,013	+30%	+$2.8M	0.51%	29
2022 Q4	$9.2M	Buy	+357,247	New	+$9.22M	0.46%	41
2022 Q3	–	Sell	-224,122	Closed	-$6.17M	–	1482
2022 Q2	$6.17M	Sell	224,122 -24,548	-10%	-$705K	0.31%	67
2022 Q1	$7.52M	Buy	248,670 +16,108	+7%	+$493K	0.32%	54
2021 Q4	$7.33M	Buy	+232,562	New	+$7.31M	0.32%	61
2018 Q3	–	Sell	-7,308	Closed	-$203K	–	454
2018 Q2	$203K	Hold	7,308	–	–	0.03%	426
2018 Q1	$202K	Buy	+7,308	New	+$203K	0.03%	417

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Prospera Financial Services's SPIP Position: Q4 2023 in Review

Prospera Financial Services sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 492,711 shares — an estimated $12.2M sold.

Prospera Financial Services first reported a position in SPIP in Q1 2018 and held it in 9 quarters. The position peaked at $12.4M in Q1 2023. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

Prospera Financial Services reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
Prospera Financial Services sold 492,711 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $12.2M.
Prospera Financial Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2018 and held it in 9 quarters.
Prospera Financial Services's State Street SPDR Portfolio TIPS ETF position peaked at $12.4M in Q1 2023.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.