Retirement Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Retirement Group’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 Q1	$26	Hold	1	–	–	﹤0.01%	835
2023 Q4	$26	Buy	+1	New	+$25	﹤0.01%	827
2023 Q3	–	Sell	-839	Closed	-$21.7K	–	824
2023 Q2	$21.7K	Buy	+839	New	+$21.9K	0.01%	307
2022 Q4	–	Sell	-839	Closed	-$21K	–	718
2022 Q3	$21K	Buy	+839	New	+$23K	0.02%	174
2021 Q3	–	Sell	-678	Closed	-$21K	–	701
2021 Q2	$21K	Hold	678	–	–	0.01%	325
2021 Q1	$21K	Hold	678	–	–	0.01%	385
2020 Q4	$21K	Hold	678	–	–	0.01%	352
2020 Q3	$21K	Buy	+678	New	+$20.8K	0.01%	323

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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

SMM

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

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Retirement Group's SPIP Position: Q1 2024 in Review

Retirement Group held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q1 2024 at 1 share worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Retirement Group first reported a position in SPIP in Q3 2020 and has held it in 8 quarters since. The position peaked at $21.7K in Q2 2023. 238 funds tracked by Wall St. Rank hold SPIP as of Q1 2024.

Retirement Group held 1 share of State Street SPDR Portfolio TIPS ETF worth $26 as of Q1 2024.
Retirement Group left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q1 2024.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #835 holding.
Retirement Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and has held it in 8 quarters since.
Retirement Group's State Street SPDR Portfolio TIPS ETF position peaked at $21.7K in Q2 2023.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.